Me, waiting for Hang Seng and STI to touch 3-month low

Otherwise, no action at all

This post has been edited by Pink Spider: Jun 15 2013, 12:33 PM

Actually HSI & china is quite ripe for plucking already.... has been going down since last year and PE is attractive at single digit now.
probally will start going in when HSI < 18k and SSE < 2,000

STI.. not yet.. not yet...

This post has been edited by gark: Jun 15 2013, 12:39 PM

Aiks, 3-month low already reached. Silly me
Monday might top up some kecik meow RM100-200 to rebalance

Hang Seng at 2-yr loss (not yet lowest), STI not yet, not yet time for napalm bomb

This post has been edited by Pink Spider: Jun 15 2013, 12:42 PM

If you are shopping bazil and russia also ripe.. multi year low.. single digit PE also.

Sudah masuk BR lor...now the equity side of my portfolio, 1/3 is on GEM fund

If want to play catching knife cannot play small small one, no effect cannot average down fast enough ... must throw big bombs..

This post has been edited by gark: Jun 15 2013, 12:44 PM

But careful oh BR and Russia bonds at risk of downgrade...

I plan to go in once downgraded..

GEM fund biggest exposure is China/HK nia

drop 1 napalm on BRIC+GEM for the time being enough, play kecik meow guerilla bombing with HK/STI dulu

I waiting for that too.

Gonna read the factsheet of the fund Pink reckon.

Nobody notice eh.. most of europe at near 52 week high... last time people scared like hell...

Value shines where no one notices...

This post has been edited by gark: Jun 15 2013, 12:48 PM

At Greek crisis, single digit to low teen P/E

I'm lucky my OSK-UOB GEY got significant exposire to Europe

So lesson is buy when.....

Lol the world's most green country is Saudi Arabia ....

This post has been edited by gark: Jun 15 2013, 12:52 PM

...when ppl are rioting?

Syria is in trouble now, got any fund investing in Syria?

Itu cowboy country... no fund invest there...

What's the different between AGEF and PGSF?

here's my report card as of 13 June:

Fund Name | XIRR % | Portfolio %

AmDynamic Bond | 7.81 | 66.12
Hong Leong Global Bond Fund | 6.73 | 2.05
Hwang Select Dividend Fund | 11.68 | 9.43
Public Focus Select Fund | 26.13 | 11.74
AmGlobal Emerging Market Fund | -7.54 | 2.96
OSK-UOB Emerging Opportunities | 92.6 | 3.92
Hwang Asia Quantum Fund | 73.42 | 3.79

my bond allocations seems high but this is fine with me as i've some shares holdings as well. so, apa macam? mana nak improve?

This post has been edited by jutamind: Jun 15 2013, 02:07 PM

AGEF
- restricted to the 15 markets listed under its mandate (go see its Fact Sheet and Prospectus yourself)
- ALWAYS 36% US+Europe+Japan + 64% AexJ

Topped up RM125 on Pacific GSF, RM100 on Hwang Quantum and RM100 on Hwang AexJ Opportunity.

Very high IRRs

Still the same question - MANA US + EUROPE + JAPAN EXPOSURE???

This post has been edited by Pink Spider: Jun 15 2013, 05:03 PM

just a thought for the week end
"Here’s a synopsis case: Say you invest $10,000, and you double your money in the first year. You now have $20,000, or a 100 percent return. But in year two, you lose 50 percent. Your balance is back at $10,000. The “average annual return” on your investment is 25 percent (100 percent minus 50 percent divided by two years = 25 percent), but you have earned nothing.

“What is your true rate of return?” “The answer, of course, is zero.”

Unker Looi failed finance

End value: 10K
Start value: 10K

10K - 10K = 0

There is no "return" for u to average lar

1st yr made 100%,
2nd yr lost 50%
annual average ROI ...100-50/2yr=25%?

i know this is sort of "trick' question...in actual fact...like you always posted...use IRR for actual returns calculation.
btw, IRR and XIRR=same?