PM I dunno

FSM, u can do this
Funds Info > Funds Selector

Then u do sorting by performance over a certain time period, from there u can see the winners and losers over that particular time period.

Should be doing better than small-mid caps kua...small-mid caps have been bucking the downtrend lately, as u can see from the Ponzi-like performance of Hwang Quantum

This post has been edited by Pink Spider: Jun 9 2013, 08:58 AM

Which thread? Link?

Dave, typo error

This post has been edited by Pink Spider: Jun 9 2013, 09:03 AM

PGSF = Pacific Global Stars Fund?

PGSF is NOT small cap nia

It's a global fund currently overweight Asia is the correct way to put it.

And I'm not gonna divulge my %, else ppl would be able to guess my net worth

UT portfolio = A
Stock portfolio = A/2
Bond fund to "balance" against stock portfolio = A/2 (yeah it's also a unit trust fund, but I monitor it separate from my other UTs)

Overall my investment assets are roughly 50% equities + 50% bonds, 3/4 in UTs and 1/4 in local stocks

This post has been edited by Pink Spider: Jun 9 2013, 09:15 AM

One thing for sure, u cannot walk to their office and walk away with cash within an hour's time lor. With FD, u can (by foregoing some interest).

As the name suggests and as per its prospectus, it invests based on prevailing OPPORTUNITIES and INVESTMENTS THEMES. As such, it CAN have some small-mid cap exposure, but I doubt that it will go overweight on small-mid caps. It's mainly a large cap fund.

TakoC, u sound different today, as if it's your first day in this thread. Your GF/wife using your account?

For moderate risk taker, Hwang Select Opportunity would be great - anchored by Malaysian stocks, foreign stocks capped at 30%. It's HwangIM's flagship equity fund.

bring back a chick for me pls

My 2 sen is...u are over-diversified

U have to do it yourself.

1. Look at your funds' latest monthly fact sheet, here u can see the geographic allocation for each fund
2. Do your own chart

E.g.
Your portfolio size: RM10,000
Fund A: 70% Malaysia + 15% HK + 15% SG, and u hold RM8,000 in Fund A
Fund B: 80% USA + 15% Europe + 5% HK, and u hold RM2,000 in Fund B

HK exposure in your portfolio: (RM8,000 x 15% + RM2,000 x 5%)/RM10,000 = 13%

GEM underperformed lately, and if you look at the charts for Russian and Brazilian equities, it should have bottomed.

Don't go too heavy on GEM unless u are ready for wild fluctuation

This post has been edited by Pink Spider: Jun 9 2013, 02:16 PM

That chart only shows % by fund and % by asset class (equity, bond, cash), no % by region.

ooi Unker Looi, don't always put me on the table lar

Me too, facing the dilemma

Conservative me says need to keep 12 months expenses in cash and FD, cos I'm supporting my dad
Investor me says, "what are the chances of me being jobless for 12 months?"

My 12 months already covered all that. I'm an akauntan buruk, remember? I do accruals accounting (i.e. insurance payment is made once a year, but I set aside the money on a monthly basis).

I still reluctant to touch my FDs lar, maybe take out a bit more from bond fund to buy more equities. Most decent local stocks now yielding 4%+ at best.

FYI, 1 hospital bill can easily wipe out 1/4 or even more of that

^
Listen to unker

When recession, u lose your job, u need cash, your stocks lowly valued, a bad time to liquidate them

Hence it's a better idea to keep emergency funds in FD and cash, NEVER equities or even bonds

dad ain't insured

This post has been edited by Pink Spider: Jun 9 2013, 03:25 PM

Need to go until THAT pessimistic meh...if talk until like that, savings account also not secure...better sell all and buy Genneva gold

If u are 50 or older, EPF is touch-able. For ppl like me, got millions (I wish ) in EPF also no use, cos cannot withdraw

u mad

I'm not THAT loaded

If my investments can match my EPF balance also I happy til cannot sleep already

Malaysian banks have strict liquidity ratios that they need to maintain.

We see worst case so far in Cyprus also suffer a bit haircut only.