Which thread? Link?
Dave, typo error

Should I invest in MY equity or diversify my Asia (include big cap) to my portfolio? As u know I'm 80/20 exposed. 20% consider 100% is in Asia small cap. (assuming to me PGSF consider Asia now).

FD and saving should be under same category because FD is not an investment as it is longer maturity of saving.

UT and ASM/ASB/Wawasan are under same category because they're not mutual funds/unit trusts.

PGSF = Pacific Global Stars Fund?

PGSF is NOT small cap nia

I saw in the thread that they split. Sorry about that.

I hold quite a large portion of cash in ASM/ASB/Wawasan. To me they are more like FD to me. I will never withdraw them. UT will still sell. Reason why I have a large portion of them is back then govt keep offering. Not anymore.

I know lar. Technically it's global fund. But I told you earlier because they shifted mainly to Asia. Ok lar, for discussion purposes consider as global then.

Your holding in ASM/ASB/Wawasan != cash, cash equivalent or cash redeemable. You need duration to sell them off. They're still UT even though backed by government.

Cash is thing that you can liquid as fast as possible. You can liquid FD immediately by forgoing the interest and pay the early withdrawal penalty (if any).

ASM/ASB/Wawasan need time to sell? That I didn't know. Haha! Thanks, David

Hwang Asia ex J Opportunity is large cap?

Pink, so would your suggestion be MY fund? Or Asia large cap? I'm kinda afraid MY fund would anytime go south. Even if its not too severe, but still...

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.

oh kk.. cos looks like i have too many small-mid caps lol.. all doesnt look good last week, but well, i am going to taiwan, hopefully when i come back everything is green

Is there any tools that can allow us to grab all the NAV per fund in the platform we desire (FSM / PM) and export them in an excel?

I know past performance not equals future indication, but can use as monitoring tool such as

bring back a chick for me pls

Done with the switching.

1. Switching ALL of my EI AP Shariah Equity units to EI Global Emerging Markets
Rationale - Intra switching, no Sales Charge, previously paid Sales Charges won't go to waste

2. Switching 1/3 of my units in Hwang Select Asia (ex Japan) Quantum to Hwang Select Asia (ex Japan) Opportunity
Rationale - To maintain my Asia (ex Japan) funds allocation at 1/3 large caps + 2/3 small-mid caps now that the 1/3 previously allocated to EI AP Shariah Equity is switched out, and also seeing that small-mid caps have had a strong run in the recent past.

After this, my portfolio gonna be VERY HEAVY (18% overall!) on GEM, gonna slowly top up bit by bit on other funds to rebalance, let's hope that GEM esp BRIC equities have bottomed  

EI AP Shariah is heavy on telco and IT stocks. My uneducated guess would be due to selldown on telco which is traditionally viewed as a defensive dividend-yielding sector. Recently high-yield stocks are hated by investors in favour of growth stocks.

I am having both the Hwang you mention for Asia ex Japan exposure. Got also CIMB Apac income for dividend focus companies as well.

Err.. Not sure if i am too diversified on Asia ex Japan funds!??

I am having both the Hwang you mention for Asia ex Japan exposure. Got also CIMB Apac income for dividend focus companies as well.

Err.. Not sure if i am too diversified on Asia ex Japan funds!??

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