When u start ur investment in these 2 funds? Top up monthly?

GEYF since 2009
Ponzi Quantum 1 year ago

Both also buy on dips

GEYF portfolio allocation suits what I want. But not under the promo SC fund right?

No, it's not a FSM Recommended Fund.

Sad la, this month broke and can't top up my UT

Pink, do share your view further on this fund throughout your years of investing in it. Personally AGEF is not for me due to the high exposure in Japan market. GEYF has too high in US market, but I guess I have to compromise a little (I can invest little in it).

Then, what u want???

GEYF has about 1/3 in Europe, 50% in US, personally I feel that it's balanced/diversified enough.

It's my favourite global fund, focus on stable, cash-generative businesses, need I say more?

AGEF. USA 12%, UK 3%, Japan 13%
my thinking is, what is the 13% in terms of the total value in the portfolio.
ex, if invested in AGEF for RM5000...the Jpn exposure is (Rm 5000 x 13%) = RM 650 for this fund.
if the worst were to happens in Jpn and this 13% got wiped out...how much $$ will it be affected in the portfolio....
it is always good to have some in Jpn and US....some of the best and BIG global companies are from there!!

This post has been edited by yklooi: Aug 8 2013, 05:38 PM

Wooi, u steal my line!

sorry....good lines and wise thought.

What u did this month sampai broke, Kaka bro?

U guys monitor mutual funds like monitoring stocks.
I tot for fund investment u only monitor it every quarterly?

I dunno about the others, as for myself, I monitor the market looking for the occasional dips to top up.

And we "monitor" just for the sake of discussion and to keep each other company, for DIY investing can get a bit "lonely" at times.

I monitor for "dip" opportunities.

So have you decide yet which global fund to buy ?
AGEF got promo till before National Day.

This post has been edited by aoisky: Aug 8 2013, 08:01 PM

You saw me on another discussion thread actively right recently...

Like the others said, just for the sale of having discussion here to keep the enthusiasm going. If not too boring.

IMHO - Investments are best boring.. unlike fast cars & hot women

Haha...

Hmmm... Discussion for the sake of discussion....just to kill time in order not to feel lonely?
I rather invest in other asset, like prop, no need to check market every week, i can sleep well and awake after 2 years, that is just me...don't shoot me

This post has been edited by cheahcw2003: Aug 8 2013, 10:46 PM