2-yr total return was 9%+

But I average in mar...I din buy lump sum. Biggest lump was in 2012. More or less there lar...why so anal?

Those figures (10.12%, 9.08% etc) are 1-Jan or that year to 31-Dec of that year), 1-year return.

Instead of cushioning against equity losses, now it's equity funds (esp global ones) cushioning bond fund losses.

My GEYF very black...like Guinness Stout

OT: Today dumped Carlsberg...looking for stock with better divvy yield and growth outlook

Ironically, I made more money from lesser-known mid-cap stocks than large cap big names

Except for Nestle, all my large caps in red (IGBREIT, JT International)

But I not happy with the yield

Watching UMW Holdings now...

mine too, almost same same
but after reading this recently ....    
"As of 24 September 2013, FBMKLCI is trading at 15.2X and 13.8X estimated PE ratio for 2014 and 2015, just marginally lower than its 16.0X
fair PE. With upside potential by end-2015 at only around 15.0% (which is one of the lowest amongst markets we cover), we are downgrading the
Malaysia equity market to 2.5 stars “neutral”."
http://www.fundsupermart.com.my/main/artic...df_Malaysia.pdf

wanted to switch but currently all still "RED" cannot do anything yet....not until after M'sia budget announcement and the debt ceiling are out of current "clear and present danger".

The fund manyzers of the equity funds I'm holding already overweighting Asia+EM...my developed markets allocation dropped from 30%+ to low 20%+ bcos of their switch of allocation.

I topped up yesterday

Wanted to do it 2 days ago but bcos Pacific GSF distribution on 9th Oct I chose to wait til I know the distribution...dun wanna mess up my %

Mana tau semalam rallied

NAV dropped on 1st October, but distribution paid on 9th

See centre-right of the main page

Wait 1-3 weeks for the distribution to be credited to your account.

What I usualy do is, I'd suspend my NAV x units calculation at the cum-distribution date.

U read the news...the market is VERY CONFIDENT that US politicians will resolve it

So,  are u topping up ib bulk?

U got no GEM fund? I see no Brazil no Russia no Bora Bora Republic

Eh, u copycat me
I'm changing a bit...
HSAW 7% (from 8%)
Ponzi 14%
GEY 30% (from 28%)
PGSF 15% (from 14%)
EIGEM 34% (from 36%)

My latest portfolio allocation. For equity HSAO (28%), HSAQ (32%), PGSF (18%) and OSK-GEYF (21%). Currently trying to increase my GEYF portion for higher US and Europe exposure. Not planning to top up my PGSF as I'm planning to switch out everything in the near future. FI/Equity 65/35.

Sifu feel free to advice

Pink gor, gark gor 

http://postimg.org/image/gfhjqyrs9/

Actually HSAQ and HSAO is very similar in asset allocation and securities they invested in. HSAQ CAN have a bit exposure to mid-large caps (see their mandate as per prospectus).

Sometimes I compare their fact sheets and annual reports, I why the heck am I wasting time investing in HSAO, since PGSF already got exposure to Asian large caps.

My advice, slowly include some GEM exposure...

looking at the pie chart...may i ask.
the country % allocation is based from the fund allocation or the allocation taking consideration of the % of money in your portfolio?
example, if Pacific Global Star has 16% in US and 10% of your portfolio money is in PGSF
does the pie chart show 16% US or 1.6% US (10% of 16%)?

Pink...what about your pie chart? which method?