Currently portfolio up 4.5%

Best performers :

Kenanga Growth - +22.16%
RHB-OSK Emerging Opportunity - 19.88%

Worst :

Hwang Select Asia (Ex Japan) Opportunities Fund : -3.66%
RHB-OSK Emerging Markets Bond Fund : -2.18%

Planning to add at the start of next year , currently only holding less than 9.5% in equities

I'm not an active trader at all - often I just buy then don't check for quite some time. Not looking to sell at present unless significant gains have been made as I'm holding for the long term and looking to diversify rather than sitting on cash.

I'm not heavily invested at the moment - less than 9.5% of my assets are in funds/equities.

Although looking to increase this a lot over time, especially the weak MYR hasn't been good to me recently


I'm interested in Indonesia focussed funds too , performance has been pretty poor





But if you look at USDIDR / MYRIDR the IDR has lost a fair bit of value over the last year - but those 2 funds are MYR based so taking into account the currency drop ... fund performance hasn't been too bad just the IDR being cheap! :



The JCI has lost less than 1% during this year. Cheap time to buy Indonesian stocks / funds, tempted

This post has been edited by rjb123: Dec 21 2013, 06:03 PM

Recent article RE Indonesia

http://blogs.wsj.com/searealtime/2013/11/0...yone-thinks-so/

Lets see how it goes. I may add some and revisit in 3-4 months time to see what the situation is then with both the Indonesian market + currency.

Also considering a more "matured" fund - ie : 2]1]FOALL$$ALL_263&ClientFund=1&LanguageId=en-GB&CurrencyId=EUR&UniverseId=FOALL$$ALL_263&BaseCurrencyId=USD]This

Which is denominated in USD (as I have some USD to invest) This fund has been going since 1994 so there's also more history of past performance :



This post has been edited by rjb123: Dec 21 2013, 07:25 PM

Charts are easier on the eyes than a bunch of numbers

I'll sit on the fence - the index has risen a lot in the last 5 years (difference between now and today 5 years ago is greater than 300%!)

But looking at currency history it's at a 5 year low against MYR so there may be some upside there too either way, quite high risk (IMO, of course )

Another option would be just to play the currency only (any banks in Malaysia offering IDR deposit accounts? )

This post has been edited by rjb123: Dec 21 2013, 10:57 PM

I also bought into Eastspring Indonesia, 5k , RM0.399 , today 0.42

JCI has gone up a bit and the IDR too

For Thailand I'm looking at the below - but through TD Ameritrade, not FSM.

Ah ok, I was looking at Bloomberg to check the price - didn't look at the date.

I'm not interested in selling up yet - going to keep an eye on the IDR and JCI.

Regarding Thailand , if I want to go in need to wait - this is a new account and takes a bit longer to fund with USD unfortunately (needs to be transferred to US)

Is it this one?

Vanguard Total Stock Market ETF NYSE Arca:VTI ?

Management Fee 0.02%
Expense Ratio 0.05%

This post has been edited by rjb123: Feb 15 2014, 02:05 AM

Ah thanks, found it on TD Ameritrade now. Does look interesting for a Global Fund - especially with the low fees!

Looking to buy some ETF / Mutual Funds soon - funded my TDAM account but not had much time to look into what to buy yet. At least charges there are a fair bit less overall (other than the initial transfer charge for funding..)

Still holding Indonesia fund?

Overall I'm 5.71% positive

+13.05% here

3rd in my FSM Acc

I'm also waiting for a good time to increase investments - topping up a bit here and there but am still too cash heavy (85%- although at least not all in one currency) am looking to reduce this to around 30% which still leaves a sufficient emergency fund.

Added some Thailand + Indonesia exposure via US ETF

Sounds like a bit of a gamble. Although I can see on my ETF list there's 30+ ETFs specialising in different food commodities - sugar, grains, livestock, cocoa, coffee, cotton, corn etc.

Cocoa, Beef/Livestock, Wheat, Sugar, Cotton, Rice, gold, nickel, tin, copper are apparently the commodities where the supply can be affected by el nino. Pretty much all of these have ETFs available

Good luck

I did add a small amount of gold exposure not long ago. Has performed very good so far

RHB Gold + General, up 21.78%

Yeah RHB OSK Gold and General fund was launched at RM0.5, now only RM0.26

I bought in at around RM0.21

I'm not too concerned about the effects of Ukraine/Russia on Europe , if they do drop markets a bit it's a good time to top up - developed Europe is expensive at the moment