My algo recommends 25% REITs, 7% Commodities, 20% US equities large cap, 19% M'sia small cap and the rest M'sia large cap.

Previously I have zero REITs exposure, 5% Commodities, 15% US large cap. My algo recommend me to reduce KLSE large cap by 20%.

That means I have to sell some of my beloved Lee Sook Yee

Xuzen

This post has been edited by xuzen: Jul 26 2014, 02:56 PM

Sorry, algo for carry makan purpose... no sharing.

Go ask Pink, he was the only one closest to deciphering my algo.

It is a customised code, written by me.

Xuzen

p/s I have been in this UT biz since 2008, and my ROI has been positive after so many years. I was into stock market previously, but the effort to extract alpha is very difficult when I, as a small fry retail investors has to go against big giants.



This post has been edited by xuzen: Jul 26 2014, 02:39 PM

Come come Brother Xuzen gives you a consoling hug. You stick with this, and be happy. It is still ok one. The rate of return will still be there. Only thing is the diversification may not be as great as mine.

Of course you are welcome to copy mine, but be warned.. that algo is customized to my risk profile, not yours. And the algo changes as market forces changes it.

BTW, I use wrap account, so for me, I have zero swictching fee, which some of you may not be able enjoy such privilage.

Xuzen

There is only one pure REITs fund in the FSM universe. Won't spoon-feed, do a little research yourself... not very difficult one.

Errr... I don't think I have. The reason I don't share it is because it changes as it is not static. Even the percentage changes. The only thing is, the objective for my portfolio is to place it at the most optimum risk-adjusted performance point allowable by the market. That's all...

Xuzen

was an ex PM agent... found FSM and Lee Sook Yee and never look back....

Xuzen

still single digit coz still heavy in money mkt fund, MMF. I put lump sum in MMF and do DCA into equities. I only move my AUM from Pub Mut last year's third quarter. This slow dripping movement is another risk mitigation strategy.

Xuzen

ha ha ha .... another convert.

Wodenus,

FSM or eUT already have a division that use agents or intermediaries. FSM's division is called IFast and eUT is called F.A.M.E. These two portals work with Licensed Financial Planner and CUTA (Corporate Unit Trust Advisors).

Xuzen

Their target segment is not mass market, they go by referral and act more like private banker...

Min RM 10,000.00 to open account.

Xuzen

I wonder those who were interviewed are also LYN forum kakis or not?

Xuzen

p/s: I am not one of those being interviewed

A good write up of what a wrap account is all about...

Wrap account explained

Xuzen

I bet Ponzi fund's Fan-boy will definitely get a mega hard on with this news!

Xuzen

This post has been edited by xuzen: Aug 4 2014, 10:04 PM

My global and US exposure dropped but my Bolehland exposure increase cushioned it and my portfolio hardly change.

This is what we call diversification. S&P is negatively correlated KLCI. This is wall street "free lunch". You'll be an idiot not to take it.

Xuzen

I will never dump Bolehland, they offer some of the best risk adjusted return among the thousand of funds available.

I only buy into US funds for diversification purpose because S&P is negatively correlated to KLCI.

Xuzen

Lee Sook Yee fund FTW 4EVA!

Xuzen

HSOF is not even on my watch list, how could you compare it to God-Fund aka Lee Sook Yee fund?

Repent sinner, repent! Or be cursed to eternal damnation.

Btw, Hwang's great include Ponzi & Select Balance and maybe Aiiman that's all.... not many great fund from them.

Xuzen

This post has been edited by xuzen: Aug 7 2014, 12:56 PM

one is pure bolehland, another is Asian rojak.... not apple to apple comparisonlar....

oh... the other Lee Sook Yee fund versus dynamite fund. Sorry ar.... I ingat KGF.

I'll put my bet on Dynamite fund then.

Xuzen