Ah now I understand that Lee Sook Yee is a highly trained economist which means she is a macro kind of person.

Compared her to Ang Kok Heng of Phillip Master Equity Fund who is more of a bottom up analyst. He told me he eat, breath, play, sleep, dream stocks....

At the moment Macro style >>> Bottom up style of investing.

Xuzen

This post has been edited by xuzen: Aug 9 2014, 11:10 AM

Which Fund?

EASTSPRING INVESTMENTS GLOBAL BASICS MY FUND ?

Hey wodenus,

I guess it is no difference with weather forecast, if the weatherman said this area X will experience thunderstorm at the particular time, then you should take precaution and not wash your bed-linen or curtain during that particular time.

My algo prompted me a signal and I acted on it, which is sell my Bolehland fund and true enough two weeks later Bolehland index dropped.

But people, my algo is not perfect... still work in progress. The algo is based on Modern Portfolio Theory which I learn during my CFP class.

Xuzen

E/S small cap and Equity Income fund.

Good find.. that explains a lot

Okay but seriously though, everyone and his cat has been saying the market is overextended for a month now at least. Anyway I use behavioral economics more than MPT.. I invest in people not markets. I believe that the best people can find value in the worst markets. The challenge for me is not to find the best markets, it's to find the best people.

By getting the % you get to know his total profit. That's what I thought bro.

Only if you know his total investment

not too hard. portfolio size = 150 / x% x 100

More of Russia:http://www.bloomberg.com/news/2014-08-08/why-this-man-is-betting-big-on-russian-stocks.html

This post has been edited by joylay83: Aug 9 2014, 01:32 PM

What criteria you look on people (Fund Manager)?

Oh well if you mean you have the ringgit and % yes, but not if you only have either one

apa itu behavioral economics? invest in people? meaning what? you follow star fund manager? let's say Lee Sook Yee leave Kenanga to Pheim, means you will Kenanga and buy Pheim funds?

Xuzen

http://en.wikipedia.org/wiki/Behavioral_economics

I thought you have your own opinion to share?

Yar lor.... how you make money wan? Can share or not?

Xuzen

Hard to say, it's a feeling you get when you talk to people, or read news, or look at a chart or whatever. The fund manager is just part of the whole picture. If you have more data, you have a better picture of how things are. Then you are better equipped to make a decision based on it.

That is all

Suddenly US market rebounced and erased this week losses.

S&P 500 Rise Most Since March as Tensions Ease on Ukraine

URL: http://www.bloomberg.com/news/2014-08-08/u...ir-strikes.html

Bro. He said he lost RM150, by having his %, you don't need his total investment lah

Off topic already..

The momentum of volatility in the market... see how DCA performing and giving the results.

humbly asking for opinion from all the taiko from here... if let say im joining fundsupermart and it is better to join under a person referral so that the referee got the discount. right? Do i get any small perk out of it?

may i know where can i get advice for myself to pick on which fund to invest? in FSM officer do they provide brief explaining about the whole structure?

Thank you very much for your kind feedback