so, no actions needed?

thinking sell a bit more AmDynamite, move the money to Maybank, Magnum, Digi (later).

Why?

Anyway I dumped another portion of AmDynamite today. Officially down to Equities 60/40 Bonds for my unit trust portfolio. Moving the cash to my stock trading account, ready to pounce on correction.

I dunno the exact rationale, but here's iFAST/FSM's research view:
http://www.fundsupermart.com.my/main/resea...?articleNo=4044

HOW CAN INVESTORS BENEFIT FROM THE END OF QE?

Financials: Banks and Insurance Companies

One of the possible beneficiaries of the end of QE is the financial sector, as banks and insurance companies tend to benefit from higher interest rates. For banks, higher interest rates usually mean higher net interest margins (NIM), which is the difference between the interest income they receive from their assets and the interest they pay out to their lenders, a key measure of profitability. Banks also tend to lend long (owed long duration obligations) and borrow short (owe short duration obligations), so a steepening yield curve would translate into higher interest received from lending while paying less to borrow, further enhancing its NIM. Plus, given that QE will end on the back of a strengthening economy, banks will also benefit from increased lending growth which should come hand in hand with economic recovery.

Insurance companies can also benefit in this environment; insurance companies tend to have long-term liabilities and manage these liabilities by matching them with similar duration assets. Suppressed long-term yields, thanks to the Fed’s monetary easing, meant that the return received from treasury assets may not have been sufficient to cover insurance companies’ liabilities in the past. With an approaching end to QE, which will lead long term rates higher, these companies can receive higher yields from treasury assets, affording more flexibility to manage their liabilities. In addition, a discount rate is used to value their long-term liabilities (to get the “present value” of liabilities). Rising rates will push up this discount rate, in turn leading to a decline in the value of their liabilities and boosting their balance sheet position.

Your dividend is RMx,xxx?

My divvies max only can buy a screw oops I mean full body massage

Aiya share with u my portfolio la

APM
APOLLO
AXREIT
CSCENIC
HUPSENG
IGBREIT
JTINTER
MAYBANK
NESTLE

Aiks, I got 10...1 more...siapa tu...I always forget 1

Add: MAGNUM

This post has been edited by Pink Spider: Nov 25 2013, 01:36 PM

My ex GF taught me how to swim

People shy away from stocks pre-GE, I STARTED during pre-GE

Yeah, HUPSENG gao gao biskit

Btw unker, my proceeds from sale of bond fund coming in a few days time...any divvy stock pick?

This post has been edited by Pink Spider: Nov 25 2013, 01:52 PM

Rolling on bed with amoi is the bestest feeling yo

I originally wanna limit to 8...now 10...going to be 12 soon, waiting for DEEGEE and Dai-Boh-Ji

I quote u, u quote me, he quote u

Unker! I wait DeeGee and Dai-Boh-Ji til neck very long liao, any other rekomendasi?!

Padinee...on the ground observation, it's losing out to G2000 on the premium side, house brands on the budget side...losing the battle on both fronts

Really? I din see its results for past 2 quarters liao since i lost interest on it...tonight to update update first

Aiks, decent yield

Hope not too late to jump on tomorrow morning IF I renew interest

Maybe I should go shopping mall see see look look

*resisting clicking "BUY" button until further notice*

itu william? I see him I also speechless

REIT...at this time???

6.2%...ada cukup?

Sungguh lansi