Any Maakl Mutual agent out there?
Fund Investment Corner v3, Funds101
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 May 12 2013, 06:44 PM
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#1
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Junior Member
664 posts Joined: Dec 2006  
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Sep 3 2022, 08:00 AM
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#2
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Junior Member
664 posts Joined: Dec 2006
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Hi, would like to get some advice here. In my early days of investment, I bought all sorts of 'Asia' funds. eg. China fund, Far East fund, Asia Pac fund, Asia fund not knowing the diversification principles.
Now that I want to consolidate my 'Asia' funds. Most of these funds would consist players like Alibaba, Tencent, Taiwan Semiconductor, Meituan, Nvidia, Google, etc. So my question is does the weightage of these equities in each of the fund matters? Because now there are many overlaps (having the same companies in every fund) that I wanted to dispose some of the funds, but not knowing which to choose. Any advice is appreciated. |
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Sep 4 2022, 06:08 PM
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#3
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Junior Member
664 posts Joined: Dec 2006
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QUOTE(MUM @ Sep 3 2022, 08:32 AM) hope my maths and my thinking is ok.... Yes, your maths was right. But I was thinking to dispose some of the funds that has overlaps. Assuming each fund has different weightage for each companies, which fund should best be kept?if your portfolio has that 3 funds but they consisted of 30% of your port that means IF you have RM100k in investment and out of that RM100k, RM30k (30%) are in that 3 funds if each of the 3 funds has same 25% allocations into Tech stock that consisted of the same players like Alibaba, Tencent, Taiwan Semiconductor, Meituan, Nvidia, Google, etc. that means just 25% of that RM30k or just RM7.5k is into Tech stock that consisted of players like Alibaba, Tencent, Taiwan Semiconductor, Meituan, Nvidia, Google, etc. 7.5k out of 100k is just 7.5% of your portfolio is into Tech stock which would consist players like Alibaba, Tencent, Taiwan Semiconductor, Meituan, Nvidia, Google, etc. are you still not OK with this 7.5% allocation?  |
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