Ya, but it serves the same purpose- for retirement. Can always opt to have that extra cash to put in EPF.

*yawn* peaceful market = boring.

Pink, PGSF flying.. Haha! Time to switch out HSAO, or should hold and top up the rest?

ECB lower rates. Another day for global funds to flyyyy.

U said wind changing. You meant from Asia to US/Europe right.

It's getting too peaceful lately. That's why you see thread also dead. Lol.

My favorite place to get the hottest news is from BI

Oh, thought u talking about the strong performance from Asia region moved to US and Europe. I agree- US has been showing really strong performance.

I don't think you will be topping up HSAQ anymore right? Have you found a substitute to HSAO, or you will be topping up HSAO and HSAQ still.

And taking into account of the news released earlier, DJ will hit new high again? Haha!

With all this scenario playing, I don't think I'm able to proceed with my plan to increase US/EU exposure

That would make your Asia portfolio more volatile right. Higher exposure in small-to-mid capital.

Oh well, whatever that makes money.

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?

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

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.

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.

Updated my portfolio regional exposure. Seems like Malaysia exposure drop significantly, while China/HK exposure increases. Worst of all is that some funds are actually cash heavy now, especially both Hwang funds (Hwang Asia Quantum and Select Asia Opportunity).

''In September fact sheet, PGSF mentioned that they switched out from North Asia and ASEAN and to US laggards.'' - Only available data is as at March, which they were holding 26% in China/HK and 17% in US. Unfortunately we won't be able to know about their recent region exposure.

This post has been edited by TakoC: Nov 11 2013, 10:09 PM

It's not ''WON'T'', it's ''CAN'T''

Speaking of EI GEM fund, the perfomance is sliding is mainly contributed by China/HK as well. Is it mainly invested in large cap or small to mid cap company?

Assuming it's 1 month FD. 3% per annum. 0.25% per month.

Which bond fund are you looking at? Bond funds' performance are generally sliding now.

DiGi dividend fell as compared to FY2012. Based on the current market price, you are getting a mere 3.5%. If next year dividend continue to fall, it's not attractive.

Based on dividend payout of 16.8 cent, it need to drop to 4.20 before you can pick up some. But highly unlikely can drop so much

This post has been edited by TakoC: Nov 13 2013, 02:58 PM