I'm topping up OSK-UOB GEYF and HSAO with a bit of the money from dumping the REIT fund.

But not this couple of days, u know I hate to buy during month-end cos the units won't be reflected in time for the monthly statement of holdings

I have a feeling u will have a hard time keeping up with the rebalancing habit of urs. Considering how the market is doing now. Haha!

Not really, I'm having a good time with GEYF and Pacific GSF lately

on the other side of the pie (GEM+Asia ex Japan), Eastspring Investments GEM also holding up well, just that ASEAN-focused funds kena a bit

Dude - chillax.
Give it 3 mths / more and rebalance if needed lar
Say long term but worry short term neh?

Worse case scenario - in 3 to 6 mths time, all blood on street - WOOOHOOO!! Lelong heaven
In fact, if that happens, U & i will probably be buying into REITs and Stocks directly due to the "Safety margin" rather than worry about mutual funds heheh

Have a plan, work the plan, tweak a bit to "correct" heading.

Just a thought

I'm already focusing on increasing my stock portfolio size

U ar.. publicly wringing hands and cry, tapi dalam going "wohoo! fall baby, FALL!"

Why uncle Ben have so much impact to the stock market is because the market is addicted to QE. There is no underlying support to the market high right now except easy money from the Fed. Fiscal 2014 sequester will take effect from Oct 1st this year and it is expected to impact jobs, GDP etc. which is longer term impact and not 2 weeks of market pullback. 2013 sequester impact only felt 2-3 quarters after the cut. If the US economy tank again because of sequester, the domino effect will affect stock market in a deeper way than 2-3 weeks.

I haven't invested in REITS and UT. Maybe it's time to diversified from ANSB's funds, EPF and FD.

Aiyo.. still undecided on this one kah? Luckily I dump it already, no need to think so much.

Dumped already, now keep some spare ammo in CMF.

August 11, 2013, 6:18 p.m. ET
The Budget Sequester Is a Success

The biggest underreported story out of Washington this year is that the federal budget is shrinking and much more than anyone in either party expected.

But the fiscal story isn't all rosy. The major entitlements remain on autopilot and are roaring toward insolvency. Thanks in large part to Mr. Obama's aversion to practical fixes, the Congressional Budget Office calculates that through July of this year Social Security, Medicare and Medicaid spending are up $73 billion from just last year. This doesn't include ObamaCare, which is scheduled to add $1 trillion of new costs over the next decade.

http://online.wsj.com/article/SB1000142412...3006361834.html

This post has been edited by yklooi: Aug 27 2013, 01:39 PM

Jakarta getting near to 1-year low

Hang Seng and STI getting red

Hwang Select Asia Opp, ayam cumming

This post has been edited by Pink Spider: Aug 27 2013, 01:48 PM

Seems like the whole world equity will going south for a long period =(

If the market is to repeat the 1997/8 Financial Crisis or the 2008 Great Recession, where is the best place to park the money before the carnage?

Cash lor

But RM might depreciate (Jan1998 MYR/USD was 4.7), so which foreign currency is prefered this round, RMB/HKD/SGD?

USD?

After reading this article I am no longer so sure about USD:

http://www.moneynews.com/MKTNews/Massive-w...mo_code=1447F-1

Wonder if this article is credible.

No time to read, but I always believe in this

USD may be not supported by reserves i.e. it's a paper money

But it's a paper that ppl around the globe treasures and

Good enough?

You are right. After going thru the ten-year charts of most of the stronger currencies against USD, all of them dropped against the USD eventhough the crisis was triggered by US's Subprime crisis but when QE started USD started trending down.