QUOTE(@secret@ @ Aug 21 2013, 10:52 AM)
My current portfolio,
1. OSK-UOB KidSave
2. Hwang Select Asia ex Japan Quantum
3. Alliance Global Equities
4. Hwang Select Income
of current & future trend, should I add exposure in GEM or more in US or waiting opportunity to top up?

just my opinion.....(others may not agree)
do you trust FSM analysis? if yes, try study this 1st,
http://www.fundsupermart.com.my/main/resea...tarRatings.svdo,
then refer to each of the fund factsheet/ annual reports to see where the fund allocate the money to where and how much by %
I suggest you use excel to formulate.
then decide where and how much you want to allocate (or review your allocated % in the portfolio)
example, if after added the countries of fund allocation and you find the it is HEAVY on Malaysia, if you like you can increase the % of money, if you don't like Malaysia you can reduce the % of money to reduce the diversification in your portfolio.
based on the region star rating...GEM is better than US....but you need US in the portfolio and you have US exposure thru AGE.....you just need to decide how much you want US exposure....