Last nite Dow and S&P 500 red...Hang Seng...sea of red...today...top up Eastspring GEM and RHB-OSK Global Equity Yield...yea I'm not blowing water

Missed 3PM cut-off AGAIN

Ok, yea

at >80% at Equities, the last data checked on 30 Jan...mine dropped
from 31 Dec 13 to 30 Jan 14 dropped 1.32% (MoM)
from 16 Jan till 30 Jan dropped 0.55% (2 weeks)

just curious, with 60% in bond how much did your portfolio drops, goes up or flat?

I oredy topped up Eastspring GEM and RHB-OSK Global Equity Yield today...yesterday nite keyed in, so no blow water TakoC

if dump HSAO, will cut off abt 1.4% m'sia, 1.4% s'pore and 1% hk exposure in yr eq portfolio...
compensate them with??

Thanks for the welcome! Will take note on the Amdynamic Bond fund. Well in terms of the Malaysian equity market, I am not expecting a ludicrous return but I am still relatively bullish on the overall market return within the range of 8-14%. I myself is an equity analyst (only domestic atm) and I believe there's still some upside in the domestic market.

Worse, cos hide at home only

Just curious...anyone topping up on bond funds lately?

If yes, which fund?

Been thinking...it's been a while since I last touched AmDynamic Bond...last 2 transactions are both SELLs and moved the funds to local stocks

me too....but after having seen the volatility & returns of the bond funds versus Equities for the past 7 months... i at times would ask.....why not shift all to Equities,...well maybe for just 1~2 yrs...  

So, holding only? No top up bond funds lately?

thanks for the advise....I made a simulation model 30:70 ratio and was surprised by the Risk reward thing.

US and Europe kept creeping higher...while GEMs going nowhere.

This phenomena...while I needed more Developed Markets exposure which only took 26% of my equity exposure

GEMs really very volatile...IRR swing from 7-9% to 3%+ in a matter of a month or two

GEMs esp China stocks are looking more and more like a value trap...even though valuations are low, investors just won't buy into the story...

How ar Unker gark

Yalor...dilemma.

If I top up on US + Developed Europe now, I'm buying at lofty valuations. Portfolio in line, but upside limited.

If I top up on Asia + GEM now, I'm buying cheap but if market falls, they fall in tandem if not more vs Developed Europe + US.

Seems like doing nothing is the best option I have now...top up US + Europe ONLY when meaningful losses occur.

Aiks, Unker gark u consider Sinkapor and HK as developed markets or not? If yes, I think I have 40%++ in Developed Markets.

5k so little at least 10k... when recover.. can see the earnings...

high risk high gain or /fall/

tried Intra switch RHB OSK seem to be working...i stopped at the reconfirm password page.

finally after 9 months my portfolio is now making +0.04 % return     
with 8 funds in black and 6 still in RED      

overall mine is still red. Another week of rally should be in black already