Oh well, whatever that makes money.

Leave the large caps to Eastspring Investments GEMF, Pacific GSF and OSK-UOB GEYF

Hwang Asia Quantum (based on latest available fact sheet) is overweight Singapore and Malaysia, follow by HK 11%. Would it still be wise to top up since it has such high exposure in Singapore and Malaysia. Better to invest in Select Asia Opportunity which has high exposure in Singapore and HK (both >20%) and lower on Malaysia?

Even tough Malaysia index reached record high but HAQF is investing in mid to small cap.

FSM analyst is emphasizing on the small cap upside potential for Malaysian market.

I was trying to assess the balance between region exposure and capital exposure.

Do enlighten me here. But the potential return of investing in large capital in HK is HIGHER as compared to the small-to-mid cap in Malaysia right? Due to the size of the market. That was my thought, that's why I will go for staying invested more in HK market than Malaysia.

Referring to your first paragraph, I agree that I was hesitating because KLCI is hovering around record high. But u mentioned "but HAQF is investing in mid to small cap". What do you mean by that. Some of the mid to small cap company is listed as well. So KLCI high means those company are already performing well too right? Correct me if I'm wrong.

This post has been edited by TakoC: Nov 7 2013, 11:49 PM

KLCI is only made of 30 largest companies.

Surprising RED day for US markets:

DJIA 15,594.00 -152.90 -0.97%
S&P 500 1,747.15 -23.34 -1.32%
NASDAQ 3,857.33 -74.61 -1.90%

If I already got AGEF (with monthly RSP) for my global risk appetite, is it still wise to invest into OSK-UOB GEYF as well?

AGEF has 2/3 exposure at Asian region.

due to US 3rd quarter 2.8% GDP growth, they are now worried bout tapering again. it may start next month.

i think it will be very red today, shopping spree soon

This post has been edited by nothingz: Nov 8 2013, 09:36 AM

I just topped up HAQF last week.

Aiks, how come I missed that

Malaysian small-mid caps have outperformed lately, all the big performers in my stock portfolio are the relatively unknown small-mid caps

Nvm lar, I can always adjust the balance between HSAO and HSAQ, free switching mar

i also topped up 2 weeks ago, i think it will go down soon. profit taking in the next few days until there is some news from fed

last checked my AGEF from
- 0.76% 18 OCT to
+ 0.52% 31 Oct to
+ 1.70% 6 Nov
(3 weeks up 2.5%)

wow last nite i went shopping....came back noticed that this forum had advanced a few pages with good hindsights...long time did not have this movement...lor

Sorry I think I contributed to the fast movement posts

zero-to-hero fund : PGSF

U baru baru said don't want touch HSAO already.

Looking at the risk-reward measure, HSAO is indeed not as good as HSAQ. Hence, my allocation 6% on HSAO and 14% on HSAQ.

Overall my target allocation:
35% Eastspring Investments GEMF
6% Hwang SAO
14% Hwang SAQ
30% OSK-UOB GEYF
15% Pacific GSF

But sometimes I had thought, 6% is too small, why waste time on it? Might as well leave Asia large caps to Pacific

This post has been edited by Pink Spider: Nov 8 2013, 01:29 PM

PGSF shows the best performance for the past months in my portfolio. Maybe it's time to let go HSAO

Is it stated in the annual report that PGSF invest mostly in Asia large caps? I don't remember reading it.

Pacific has always been overweighting Asia ex-Japan large caps if u look at their recent annual reports. US+Europe+Japan have almost never exceeded 1/3 of their overall exposure.

That makes PGSF looks like another AGEF.