Our investment outlook is always long term ( 3- 5 years),  we do not normally time the market as the it tends to drive by sentiment and it is hardly predictable. Rather, our scope of research focused on the attractiveness of particular market or sector. We believe that market will normalize and reflect its true value in the long run.

As of 24 May 2013, the S&P/ASX 200 index trades at PEs of 15.2X, 13.6X and 12.5X based on the estimated earnings of FY2013, FY2014 and FY2015. Although the stock market is trading above its fair PE of 14X for FY2013, its  relatively high dividend yield (estimated at 4.55%) means that the market are posed to deliver a potential annualised returns (including dividend returns) at estimated 9% by end-2015. Hence, we still believe Australia Market is attractive though the upside potential will be relatively lower than the Asia ex-Japan Market.

Besides, it is advisable to develop a global diversified portfolio as markets which outperform their peers should help cushion or negate the markets which are lagging. If you perceive the Fund has met your investment goals, you may consider to cash out the profits and relocate to other funds that you believe have higher potential.

how is everyones portfolio today?

I like this

My AmAPAC REITs drop from 9% in March to 0.9% today... jialat!!

my IRR today is 2.5%

How long have you been holding your first three funds?

I came across an interesting thread. Anyone wants to share what is their allocation (in %) or each investment?

Of 100% - divided into FD, savings, UT, stocks, ASM/ASB/Wawasan etc.