Not sure why I should be paying them another 2% but cash heavy is never the answer, look for other markets to be in

I still can see wor

Anyway back to topic...I see all my funds also delivering stellar 3-month and 12-month returns...see also scared...but rebalance...how to rebalance when everything is up? Even emerging markets bond also up...the only place to go...cash

REIT yield esp for retail REITs like IGBREIT and CMMT not that attractive, merely 5%+, stock analysts recommend to dump or hold DIGI, current yield only like 3.8%--4%

Investing in markets is sometimes like trying to catch a ball. You don't position yourself at where the ball has been in order to catch it. In order to catch a ball, you position yourself at where you think it is going to land. So, when looking at markets, don't get engrossed tracking where it has been and how it has been performing. Of far more vital importance is where you think markets will be! Accordingly, using historical performance to judge where you think future market performance will be does not usually turn out well. Just because the US market had a great year last year doesn't mean it will have yet another great year this year. And conversely, just because Asian markets had a relatively quiet year last year doesn't mean this year will be a quiet one as well.

Looking forward, I see much to be positive about Asian markets but the markets here have not raised much to reflect that. So, there is the opportunity to enter Asian markets now. This is exactly like catching a ball. You look to where you think it will land, not where it has been. I believe Asian markets will surprise many on the upside going forward. The key thing is to be patient. Asia's time will come.

Asia's Time will Come
https://secure.fundsupermart.com/main/resea...SJBlog_20140602
This is personal blog penned by Sui Jau to express his personal investment views and his unit trusts portfolio.
Sui Jau is the General Manager of Fundsupermart

My guess:

DJ/SP500 continues uptrend > investors will shun it, cos limited upside, move to Asia e.g. HK
DJ/SP500 drops > whole world crash together

So, what is your bet?

not me...

My balls are not made of steel...

Equities are bullish AND bonds only have downsides from here. Most bond funds are going nowhere, including previously award-winning AmDynamic Bond. Rather park in Cash Management Fund earning steady 3.1% p.a.

I actually switched the amount I originally had in HSAO to Quantum Ponzi and Hwang Select Opportunity

*see Chart Centre*

1-year: +12.93% vs +6.94%, HSO wins
6-months: Both +6%++, no clear winner
3-months: +4.78% vs +6.78%, HSAO wins

Let's see...I fully got out from HSAO in February 2014...so it'd be around 6 months...means...not much difference!

Most funds get updated NAV pricing after 5PM

I.e. 5PM 10/07/14, u get prices for 09/07/14 closing
Only exception I note is for Aberdeen Islamic funds, next day only get
Fastest to update would be Eastspring Investments funds, late noon already get pricing for previous day

That's why bond is sensitive to interest rate movement.

CMF rate will increase

HSAQ profits jump more than 1%... Ponzi. Kakakaka.

True. But once again with the current valuation of the local market, when it crash (when it crash...) people would like to go back to bond too right? Or some to FDs...

Ben, if crash I'll probably top up more equity. Not bonds..

PS, you're saying support right? Meaning it's not improving.. I'm still very heavy with stocks now. Taking the risk to not liquidate them now. Have to lock in profit at one point (hopefully end of this year).

Wah Pink, trimming down ah? I'm thinking to add somemore wor.

Currently:

53% HSAQ
33% RHB-OSK GEYF
14% Abeerdeen Islamic World

And all bond funds proceed in CMF. Still dunno what to do with it. Your turn give me advice. Hwang Select Opportunity? EI GEM? Been slacking on UT and focusing a lot of time in stocks.