just bought some more of AmGlobal Emerging Opportunities fund today....the only fund in the red in my portfolio

invested since mid 2007...mine is bond/MY equities heavy....so the volatility is lower in a way...

would like to invest more on regional equities but waiting for more downtrend...

MY equities are still expensive at 17xx....better values in the emerging markets and in global funds i guess...

17xx is almost all time high historically....of coz u can dig all the techie jargons like PE etc etc to justify it

wish it can drop to 13xx...then can start cherry picking....

i still do not have global fund in my portfolio. couldnt find one that is consistently performing. used to own AmOasis Global Islamic but the fund seems to be underperforming for many years and eventually sold it off eventually quite sometime ago....

agree with pinky...the cost of funds transfer, trading cost, currency exchange etc is prohibitive if we're buying in small amount. but i do agree VTI is a good choice.....

same issues as well, as the cost of funds transfer etc will make up a high percentage of your investment amount if ur small ikan bilis

here's my report card as of 13 June:

Fund Name | XIRR % | Portfolio %

AmDynamic Bond | 7.81 | 66.12
Hong Leong Global Bond Fund | 6.73 | 2.05
Hwang Select Dividend Fund | 11.68 | 9.43
Public Focus Select Fund | 26.13 | 11.74
AmGlobal Emerging Market Fund | -7.54 | 2.96
OSK-UOB Emerging Opportunities | 92.6 | 3.92
Hwang Asia Quantum Fund | 73.42 | 3.79

my bond allocations seems high but this is fine with me as i've some shares holdings as well. so, apa macam? mana nak improve?

This post has been edited by jutamind: Jun 15 2013, 02:07 PM

that's the reason why i saw i'm hunting for a global fund, but cant seem to find one that can perform consistently on FSM platform.

am keen on Aberdeen Islamic World Equity by hoping it will run like its sisters funds...but am quite disappointed on its performance since launch....slow like snail when everyone else shot up

I've invested into kidsave for the past few years for my kid's education portfolio and have never regretted in investing into this fund. XIRR% to date is 15.26%.

do you calculate your IRR% daily?

you still have to calculate the total value for each of your UT fund daily right by multiplying daily NAV and total units? the you add up the total values of all your funds....to get total portfolio value and from there calculate IRR.

am i correct?

AmIncome Fund vs Cash Management Fund...which one better to park excess cash?

how to calculate ROI % ah? care to share?

Here's my portfolio performance as of 28 June as compared to 13 May:

13th May XIRR: 8.69%
28 June XIRR: 8.51%

see post 1176 from here: https://forum.lowyat.net/topic/2827378/+1160

in my unit trust portfolio, i'm heavy on malaysian bond and equities. but i do have shares and REIT.

my bond & cash to equity ratio is 54:46. would like to buy more equities when the opportunity comes by

This post has been edited by jutamind: Jul 2 2013, 05:09 PM

how come FSM has not published 2013 recommended funds list? are they waiting for the seminar to be over before announcing over the web?