I'd prefer Dow/S&P500 and Europe to fall, cos I wanna increase my exposure form 25% to 36%. But looking at the way things stand, better maintain station at 25%.

Today increase my exposure on HSAQ and HSAO..

then i might think of HSAO also la, i don actually have any asia-ex other than HAQ..

HSAO is actually any Asia Ex Japan fund from any fund houses that invests mainly in large cap, blue chips and dividend based stocks.

It's a more general portfolio.

Today Asia market drop, EU naik little. Lets see US tonight...

MYR is getting weaker and weaker:

URL1: http://www.btimes.com.my/Current_News/BTIM...icle/index_html

URL2: http://www.btimes.com.my/Current_News/BTIM...icle/index_html

HSAO volality and sharpe figure not as good as HSAQ.. does it means HSAQ is a better fund? lol

HSAO was formerly known as Hwang Global Opportunities, it was a global fund and a feeder fund then. Only in 2012 they changed name and investment mandate, thus those historical figures are not relevant.

ah shit , this was mentioned by u for a few times, sorry taikor forget about it lol..

Bought HSAO.. topped up EIGEM, HAQ, KidSave

Do a pie chart of your funds

i very shy to show lol >< very messy cos i use RSP bought a few "test market" fund like EI AP, EI APS, EI Indon. later la when i clean up abit, plan to minimize loss on these 3.

I managed to change sgd at 2.51 rate

Weak RM is good for my foreign-heavy portfolio

MYR-SGD: 15-year low

URL: http://www.themalaysianinsider.com/malaysi...ingapore-dollar

Malaysian bond frop

URL: http://www.btimes.com.my/Current_News/BTIM...icle/index_html

Weak RM, Ratings downgrade, MGS 10Y just shot to 4% yield at closing = KO for RM denominated bonds & REITS

I think BNM will be forced to raise interest rates, cannot take the pressure from the external market...

This post has been edited by gark: Jul 30 2013, 08:06 PM

I don't have much exposure in those allocations.

AmDynamic Bond has less exposure in MSG compared to AmBond and AmSukuk.

AmAsia Pacific REITS has less exposure in Malaysia; perhaps up to 20%.

If MGS Yield goes up, all bond including RM corporate bonds will take a hit depend on their quality as thier yield have to match the rise in MGS yield. Yield goes up, bond price comes down. Short term AAA bonds will be safest.

This post has been edited by gark: Jul 30 2013, 08:10 PM

China Stocks World’s Worst Losing $748 Billion on Slump

Four years after China’s growth helped lead the global economy out of a recession and won the admiration of luminaries from billionaire George Soros to Nobel laureate Joseph Stiglitz, the nation’s stock market has lost more money for investors than any other in the world.

URL: http://www.bloomberg.com/news/2013-07-30/c...n-on-slump.html

what goes down, must come up.