yar - every 4 mths, with fixed amount allocated,
which may or may not be used fully (or even used fully +past unused $).

U did read that Value Averaging book right?
Plan + consistency = perseverance (or good old hard headed doggedness ).

eh - just to clarify: TwinVest is slightly different from pure value averaging yar
TwinVest is more of VCA + DCA (and each TwinVest program has it's own built-in asset allocation).

http://www.amazon.com/Value-Averaging-Stra...value+averaging

Entry cost: -2%
Market down: -3% +/-
agak agak -5%+/-
You're somewhere there.

Newbie - coz only newbies expect mutual funds to go up like average CAGR.
Oldies understand there is no such thing as "average" - it can swing quite wild, which newbies may not have seen yet
However, in the long run, say 5 years to 10 years - CAGR should be about 7%pa to 8%pa for an "ok-lah" equity fund

NTDote, i'm sorry i can't say for sure the future (thus hold or cut now).
All i can share is:
1. I've held on to Pru SmallCap, now ESI SmallCap, for umpteenth years "blurly", through
25%pa CAGR (pre 2008 kaboom)
till now 17%+pa CAGR

2. I've also monkeyed around with other mutual funds, buying/selling off for years.
Somehow, none of them matched (1.) in terms of CAGR

Thus, personally, i'd cut-loss if only 3 to 5 years consistently loss lor.

OR it will be a great lelong sales time
woohoo! either way

made a killing on my options sold... (trade) - though had a "huh? WTF happened" moment when S&P500 jumped 30+ points on Wed after FOMC minutes
but.. no, haven't deployed my little soldiers yet for investments

too little yet lar
S&P500 plunge to 1700+/- then i'll purposefully buy more lar,
else i'll keep on plugging on every 4 mths via value averaging.

wong "see food, eat food" bro, no sifu here
BIG "L" plate on my forehead

I trade stock options on ETF SPY
or cash-settled SPX
for trading S&P500 index.

For small-mid caps,
I trade stock options on ETF IWM
or cash-settled RUT
for trading Russel 2000 index.

er.. off topic for FSM thread bro
goto US stocks thread - plenty of gurus there.
i'm mostly just a reader (non-poster) there

If we get more of similar headlines below.. the end is nigh...

"Malaysian market can withstand foreign money exit"
http://www.thestar.com.my/Business/Busines...d-parcel-of-ma/

Selling Covered Calls for your LEAPS?

I'm not much of a scalper - just selling for premiums (credit vertical spreads), weeklies+/- (based on statistics and 2SD, and selling fear/greed - been a very good 3 weeks comparatively)
and
naked PUTs for monthlies and calendars (based on selling fear for dividend stocks).

Haven't collected any value buys yet, thus no chance to sell covered Calls yet
"Newbie" option trader

oh... er.. sorry mods.. out of FSM topic.
----

Onto FSM-related topic
hm.. based on my own cooking of 200 Days moving average VS current indices:
a. KLCI is in "Distribution" mid-long trend (waiting for Bearish to grip/bite for a few months b4 lumping in with EPF $)
b. SGX is in "Warning" - zzz
c. AU is in "Distribution" mid-long trend (waiting for Bearish to grip/bite for a few months b4 lumping in via ETF or mutual fund)
d. Shanghai is "Bullish" - zzz
e. ASEAN is in "Warning" - zzz
f. BRIC is in "Warning" - zzz
g. S&P 500 is in "Warning" - zzz
h. RUSSEL 2000 is in "Bearish" - woohoo but just started 3rd week Sep bearish.. giving it 3 months to 4 months to fall more before looking for value/lelong via ETF or mutual fund

Note: YMMV - (a.) to (h.) is only my personal views / opinions to execute for myself ya.

This post has been edited by wongmunkeong: Oct 10 2014, 03:43 PM

ah.. Tasty Trade's "smart/poor man's covered call"?
haven't figured it out well yet (i'm slow that way ), it'll be my next thing to learn.
3 "strategies" - cukup liao to work the possible trades, hehe coz not like i've millions

Kamsiah for the pointer

oh heheh - thanks for the clarifications.
traditional / straight forward Long & Short for premiums
newbie me thus though using the long LEAPS as a backing for naked PUTs

This post has been edited by wongmunkeong: Oct 10 2014, 04:43 PM

U can try poking FSM to see if they'll release (assuming U absolve them from any legal issues for your own usage/misusage of the data)
I managed to get a few specific funds' data when i was planning out my "PM --> FSM migration" (which PM funds $ --> which FSM fund)

off topic
oops - yeah, typo - to cover naked CALLs (undefined loss)

scared lar see those folks trade - by the minute wan + SPY contracts of several hundreds!
eek.. kecut

This post has been edited by wongmunkeong: Oct 13 2014, 12:06 PM

heheh - come on baby... S&P500 1700 or less!

anyhow, noticed the fall yesterday aren't as deep as last week's?
US large caps fell 20+ points after going nowhere (up/down/up/down) for most of the US morning
However, small caps (Russel 2000) was single digit drop only, also after going nowhere for most of the US morning.

I suspect the early "value" buyers - those that missed the boat for past 2 to 5 years, are buying in.
Reason - trades cant be one sided (sell) only, there must be buyers & up/down/up/down movements may be the market (ie. buyers/sellers) finding their footing.

IMHO:
Wait lar - these early "value" buyers will be shaken out for sure if the market continues MELTING down (ie. no BIG 40 points drop, just keep melting 10 to 15 points).. then it'll be mayhem
Low volume with HUGE drops, that's the 1-2 punch.
Woohoo!

This post has been edited by wongmunkeong: Oct 14 2014, 09:01 AM

S&P went -38 or so just now.
Now "normalizing" to -15 +/-

Boing boing - wont be surprised if it ends up +ve on closing

yeah - sniffles only, no full blown flu/cold/fever yet
big pix for my own total holdings (stocks, bonds, mutual funds, etc.) = drop of 2.6%+/- as of yesterday's published NAV & other closing prices.

i squeeze stuff that shall not be mentioned in public forums neh..
anyhow, yup yup - know the rules, use/bend (dont break) them to your benefit

This post has been edited by wongmunkeong: Oct 16 2014, 04:20 PM

huh? i'm looking at EWZ (Brazil ETF capped) whole trading night (er.. morning in US) from 9:30 wor..
mana drop 5%?

Update:
1. BKF (BRIC ETF) is has fallen 14%+ VS it's 6 mths & 3 mths highest point
Value hunters may want to sniff around BRIC funds BUT caveat emptor yar
The last time it went like this was in Feb/Mar BUT it was better value then at 33-34 Vs current 36+

2. Brazil just re-elected their lady president on Sun (if U have any perceived impact)
"Re-elected Brazilian President Dilma Rousseff waves following her win, in Brasilia on Oct 26, 2014. AFP" on the Sun daily

This post has been edited by wongmunkeong: Oct 28 2014, 07:47 AM

"see food" neh.
aiya - buy value / time in lar, easier coz can see fallen enough or not
ie - what is, is

time out susah lar - see fall, but fall how much how fast & rebound or not.. chiu...
ie - what may be, has too many probabilities

Thus, now? if i were U (and i AM holding BRICs) - hold and/or add
I'm a bit more kiasu - i want more lelong before lumping in , esle every 4 mths lor

must be a bleep - anomaly

FYI - i'm trading EWZ on options yesterday, thus eyeballing it on/off yesterday on the options platform - didn't see that 5% drop
AND it "never happened" as i was fishing far (2SD to 3SD) out for selling a PUT.
If it did and was persistent (ie. drop 5%+/- and stayed there for awhile),
my order should have been filled due to "fear buying insurance" from ppl like me
Order no fill