It baffles me that FSM STILL recommends Eastspring Investments Asia Pacific Equity MY, that fund has been an underperformer in its class both short and longer term

And I m the biggest critic of it. Holding it close to 6 months and never came out of being negative. At The moment -4%

Aiming to sell? My profit drop from 20% - 16%

Not necessary have to choose my equity. There is so much other choice.......

Smaller cap companies are usually the first ones to fall during a downturn.... so its higher risk.

I didn't recommend for selling.

What I meant is to perform buying new fund for portfolio rebalancing or topping up existing funds on your portfolio.

Selling is mainly my personal goal.

Got some in my and sg bond...
Got some in my equity...
Most of it in asia ex japan
Some in us equity
Some in china equity
And rest in  world ex. Us.

Unker gark already mentioned "rest of the world ex. US" mar, for sure there'd be some Brazil, Russia, frontier markets etc inside

OK. Just describing a situation. Not in my case.

You profit 16%. You don't sell. It drop to bottom and never recover to the initial level for the next 3 years. Would you rather still average down or you realize your profit and buy back? So will you still say you have nothing to lose? If you put paper gain this way, then yes.

Panic sale? My bad if I sounded like I panic 

It was a sound decision. Realize profit and buy back; or average down.

Pacific Global Stars used to be the star, now the star faded
OSK-UOB Global Equity Yield lagged previously, now rose when US and Europe performed strongly
Same thing for Eastspring Investments Global Leaders

Maybe u can consider Aberdeen Islamic World Equity, but being a Shariah-compliant fund, u will miss out on banks, insurers, breweries and tobacco stocks

Just go for the LEAST WORSE lor

Would like some criticism on my portfolio.  

1. OSK-UOB Emerging Markets Bond Fund (25.86%)
2. Hwang Select Bond Fund
3. AmBon Islam
4. Kenanga Growth Fund
5. OSK-UOB Big Cap China Enterprise Fund
6. Am Asia Pacific REITS
7. Hwang Select Asia (Ex Japan) Quantum Fund

A. PB Australia Dynamic Balanced Fund (57.89%)
B. Public Far-East Property & Resorts Fund (16.25%)

- Purchased PB Australia Dynamic Balanced Fund since long ago.
- Then decided to register FSM and purchased OSK-UOB EMB fund.
- Next, purchased Public Far-East Property & Resorts Fund property.

But now I decided to follow a more exposed portfolio. FSM CIS originally gave me 11 funds, but I have scoped down to the 7 mentioned above, due to several reasons.

i. Follow the given 3 recommended bond funds
ii. Decide equities that are also in the same fund house as the bonds
iii. Decided Kenanga because it is local exposure

Below are the remaining ones that I dropped out
- CIMB-Principal Asia Pacific Dynamic Income Fund
- CIMB Principal Greater China Equity
- RHB – GS BRIC Equity
- Eastspring Investment Global Emerging Markets




Naively asking, over the long term wise, can I purchase funds based on their trends. I will top up more on the ones that are on the poorer performance and lesser on the ones that are bullish.  For example, focus more on Am Asia Pacific REITS because it is on the bearish side for the last 3 months, but the climb can be seen more or less around the mid term (6 month depending).

My OSK EMB fund is suffering -13% IRR or -3.8% lost right now. When it is back on track, then I can switch sell to other lower performing funds.

i got this from FSM My....Recommended Funds will review and update on July yearly.

just peeked at FSM hk....they have new format...for the recommended funds...

i pening dengan banyak nombor.

page sebelah. posted by other member.

Ah... My portfolio slowly climbing up again

I was so happy when I see 0.88% ma. So shared here without looking at the conditions 

Lol. I live and work in Thailand, so I started investing here in local funds also. Bought my first fund (a Morningstar 5 star fund) last month on the day earlier than Fed chairman dropped the bombshell of reducing the QE, as a result, within a month, the fund has gone down more than 10%, some days managed to rebound 5 %-6 %, other day went down, this happening since the whole last month. What went in my favour was that I started with a bare minimum, and since then, I am nearly topping up every day the stock market fell 2-3 % .  Doing so , now I've limited my loss to just 2 % , instead of 10 % which the market has lost within last month. Infact, I am praying for it to drop more and more, as I am not yet fully invested lol. Keep dropping till I am fully invested, and then start go up again. lol

me too....last month few times. was so excited though. .then f##k date due already.

aiming for US Eq and topping up Ponzi,...but maybe hv to wait till mid june lor for that promo (If hv)