FSM Recommended Portfolio adjustment for end-Feb 2013:
http://www.fundsupermart.com.my/main/artic...FSM/B201302.pdf

They're adding CIMB-Principal Global Titans for global equity exposure.

My OSK-UOB Global Equity Yield matching/slightly beating MSCI AC World

How's the brokerage? Buy thru who?

My broker only got FTSE ASEAN and CIMB China ETF

I'm only a little ant investor

U see, overall it still beats benchmark marginally, 100 basis points
http://www.fundsupermart.com.my/main/admin...eetMYOSKGEY.pdf

One question about fund vs index...

Indices does not take into account dividend incomes, right? If that's the case, investing in ETF that tracks index would win?

This post has been edited by Pink Spider: Mar 8 2013, 01:51 PM

Jaguh kampung indeed

wait, any proof of that?

U know what? That day at the FSM "Lou Sang" dinner, the CEO of Amanah Mutual Berhad suggested that the better way to invest in foreign markets is to buy single-market funds. She reckoned that this way, u can manage your portfolio better. And she's quite positive on Indonesia.

I think she is right in a sense; this way, u can see more clearly which country is performing and which is not, and u can structure your portfolio in a more clear manner.

Problem is, as amateur investors ourselves, how do u decide how much % to allocate to the respective countries? Region allocation is already a headache, what more country allocation.

What do u guys think?

This post has been edited by Pink Spider: Mar 9 2013, 12:23 AM

Golden words
But I prefer bazooka, 1 shot kill all

I wonder those who were burnt by PCSF got in how much? 100%?

This post has been edited by Pink Spider: Mar 9 2013, 10:57 AM

Talking of which, my "sniper" (Hwang Global Financial Institutions Fund) actually made up 1/4 of my equity portfolio. Back then dunno anything about portfolio investing. Luckily it did not tank like China funds, giving me a tiny return of 4% annualised since 2008

This post has been edited by Pink Spider: Mar 9 2013, 11:02 AM

Main drivers of my portfolio returns are EM bonds and Hwang Select Income Fund. Current portfolio IRR: 6%, these two consistently delivered above that. The rest +/- around 6%. The monster is Hwang Asia Quantum Fund with double-digit IRR. IF ONLY I had invested in it earlier.

This post has been edited by Pink Spider: Mar 9 2013, 11:26 AM

...get shot down in flames?

I know lar, just as we need not get overly upset with a laggard for 1-2 years which might shoot up in the 3rd year, we must also not get too excited with a superstar which might turn out to be a supernova

Hi there,

Take a look at my portfolio
http://forum.lowyat.net/index.php?act=Atta...post&id=3314350

That was last month's position, some changes were made since then but not really that significant.

This post has been edited by Pink Spider: Mar 9 2013, 12:09 PM

CCB always sounds wrong to me

My guess is China Construction Bank

As for the indecent version...I don't wanna kena warn by mod

I prefer Lipper to Morningstar cos it's got 3 different ratings for Total Return, Consistent Return and Preservation. I usually don't bother much about Morningstar.

Well, among the Asia Ex-Japan funds available on FSM, this is perhaps the best.

This post has been edited by Pink Spider: Mar 9 2013, 02:05 PM

Portfolio investing, remember?

My EI GEM already got exposure to banks in Emerging Asia region,
Pacific Global Stars got exposure to Asian banks and also sin stocks (it have/used to have exposure in Genting Singapore, BAT etc),
OSK-UOB GEY also got exposure to sin stocks
Hwang AQ is more of a small cap fund

I find that my exposure to Australia is fairly low (Rio Tinto, BHP Billiton). Not keen on Australia-specific fund. EI AP Shariah has significant AUS allocation.

I never said Shariah funds generally post lower return, I just said no exposure to sin stocks which generally offer good dividend yields.

This post has been edited by Pink Spider: Mar 9 2013, 02:36 PM

That fund has been underperforming...why u did not pick the new Aberdeen Islamic World Equity?

Hwang Aiiman and Kenanga Syariah both also 100% Malaysian equity, why u wanna "buy 2 guns of the same type"?

As for weighting for different funds, maybe it's also a good idea to start with equal weighting, then as u gain more experience, u will know better on how to weigh them appropriately to construct a well-balanced portfolio.

This post has been edited by Pink Spider: Mar 9 2013, 02:40 PM

1. U don't judge a fund over its 1-month performance
2. Told you already, its managed by the same team managing Aberdeen Global Opportunities which is available on FSM Singapore, only difference being the Malaysian fund cannot invest in sin stocks and financials.
3. U don't need to have that many funds, UT investing is unlike stock investing where u need at least 10 stocks to diversify adequately.

Eh pakcik, aku ingat kau tak minat global equity funds? ETF mar...

Since u have already bought and incurred the Sales Charges, might as well keep it and monitor how it performs.

IMHO, for the "core" u only need
1 Malaysian
1 Asia ex-Japan
1 Global

then if u wish u can supplement with
1 Asia ex-Japan small cap (and Pheim Asia ex-Japan u took )
1 Global Emerging Markets like CIMB Islamic Global Emerging Markets

U don't go buy a Honda Accord when u already have a Toyota Camry.
If u got extra cash, go buy an MPV, a sports Coupe or maybe even a Harley Davidson

This post has been edited by Pink Spider: Mar 9 2013, 03:45 PM

Up to personal preference I'd say.

For me, yes I count both. Planning to have 25% of my investment assets in local stocks. My preference is 50/50, that's why the equity portion in my UT is only 33.3%+/-.

(33.3% x 75%) + 25% = 25% + 25% = 50%