That's just small caps, how about Malaysian large caps/blue chips/dividend stocks?

U made me also feel wanna fully switch my EI Equity Income to EI Global Emerging Markets, esp seeing that KLCI had a strong run lately whereas GEMs underperformed.

IRR is annualised return.

Well, maybe you have not been looking into the details. I have been closely looking at some stocks esp large cap blue chip consumer stocks in recent days, Target Price (TP) for some of these stocks have been breached, and some are steadily climbing toward the TP. It's as if everyone have forgotten about GE or investors are so hungry for dividends that yields are getting under heavy pressure.

Yes, when Hang Seng rallied, KLCI seem to be -ing, but when the rest of Asia got under selling pressure, KLCI -ing and -ing climbed, and it's not just the blue chips.

My guess is that institutions are pumping up the market.

This post has been edited by Pink Spider: Mar 7 2013, 09:08 PM

Do Value Averaging on your portfolio as a whole, e.g. if u plan to "value up" RM500 a month, but your portfolio went up RM300 last month, just top up RM200 on your portfolio, top up on the laggards. That's what I do.

Nikkei is now liquidity and forex-driven (Yen weaken, Nikkei go up) as opposed to Hang Seng which is mainly China newsflow-driven.

CMF lo

*think reverse scenario*

If u top up RM500 come rain or shine, what about a month when your portfolio kaboom go -RM300? Still top up RM500? Then it's net +RM200 for the month...

I'm of the opinion that Value Averaging is superior to Dollar Cost Averaging. With DCA, u might end up deploying your cash even when the market is overheating. With VCA, u top up more when the market crash, top up less (or even stop topping up altogether) when the market rallied hard.

During office hours when I wanna read some news I usually go MarketWatch.com, they display Nikkei, Hang Seng, Shanghai and STI on the main page, that's why I'm more familiar with the movements of these indices, South Korean Kospi and Australian S&P ASX I seldom see

Well, improvise lo, don't die die follow strictly. Even when markets are flying, I made it a point to top up a minimal amount (RM100-RM200).

This post has been edited by Pink Spider: Mar 7 2013, 10:33 PM

ACCA Affiliate only actually can apply for full membership already but I lazy to fill up the forms

Not working in professional practice i.e. audit or tax, so the status of qualified or not doesn't really matter much.

If that's the case, u should revise/review your portfolio strategy

KLCI feel-good is still on, good time to switch out to avoid GE selldown. Feel wanna switch out my 100% Malaysian equity EI Equity Income, but where to? GEM or Asia Pacific Shariah Equity

GEM - no exposure to HK (non-China stocks) Singapore and Australia
APSE - no exposure to haram stocks esp banks

How

If u wanna switch into OSK-UOB Income, DON'T DO SWITCHING (RM25 switching fee, remember?). Sell KidSave, then buy into Income. Income is a 0% SC fund. It's no AmDynamic Bond where u can get 5-10% p.a., but u can safely get 3.5-4% p.a. from it.

KidSave is quite steady, I think u can keep it if its not at a significant % of ur portfolio. U may even top up should it drops.

This post has been edited by Pink Spider: Mar 8 2013, 10:05 AM

Eastspring Investments non-Shariah APexJ fund sucks , but the Shariah variant performed great, consistently beat its benchmark (Dow Jones Islamic APexJ).

Thinking...

GEM covers most of APexJ except for domestic HK, Singapore and Australia

Australia has the biggest mining companies, Singapore has some good yielding Telcos

Both GEM and APexJ covers Philippines

This post has been edited by Pink Spider: Mar 8 2013, 10:11 AM

So, u reckon Emerging Asia has better potential than Developed Asia?

Yea wor

It's my favourite global equity fund

*PM LiveHelp now*

Eastspring Investments' Asia Ex-Japan funds have exposure to central-mid Asia too.

The Shariah variant seem to focus on IT and materials as its got no exposure to financials.

My equity funds now:
AmAsia Pac REITs 14%
EI Equity Income 10%
EI GEM 30%
Hwang Asia Quantum 17%
Pacific Global Stars 9%
OSK-UOB Global Equity Yield 19%

Sifu, GEM or AexJ Shariah?

kimyee73
Jennifer: Please be informed that the fund has closed for subsription to facilitate the fund house filing of a Supplementary Master Prospectus / Supplementary Prospectus for the respective Funds.

This post has been edited by Pink Spider: Mar 8 2013, 10:32 AM

I don't intend to trade, I feel I don't have the mental strength to trade stocks

Just wanna buy some dividend yielding stocks for keeps

Pacific Global Stars is currently overweight HK and Singapore, not a good choice if u want more US/Europe exposure. PGS rides on opportunities, it's actively managed against its composite benchmark.

This post has been edited by Pink Spider: Mar 8 2013, 10:54 AM

Yea, as I said, GEM covers most of Asia ex Japan except for developed Asia like HK, Singapore and Australia.

My effective exposure to GEM except Asia ex Japan is about 9%+ of my equity allocation.

Done - switched all my 100% Malaysian EI Equity Income Fund to EI Asia Pacific Shariah Equity Fund. Should be a good timing, today KLCI in green, many dividend stocks climbing.

This post has been edited by Pink Spider: Mar 8 2013, 11:57 AM