Wong Seafood,

Taxes deducted from bonus lesser than expected

Now I got a few hundred RM extra as ammo

Ada apa rekomendasi?

I know u bearish on developed markets via CIMB Global Titanic...

So, CIMB Asia Pac Dynamite Income, for more Aussie and Kiasuland exposure, ok? Or Asia ex Japan (more on ASEAN+HK) small-mid cap?

This post has been edited by Pink Spider: Jan 14 2015, 09:32 AM

In the long run, good unit trusts like Affin Hwang Select Opportunity, Kenanga Growth, AMB Dividen Trust etc beats EPF hands down.

Don't see underperformance for 1-2 years and say UT<EPF

AmCommodities look decent

http://www.fundsupermart.com.my/main/admin...eetMYAMCEQT.pdf

But all the while I don't invest in sector-specific funds

Its main holdings...Exxon, Shell, Goldcorp...

Some interesting chart to share



This post has been edited by Pink Spider: Jan 14 2015, 10:12 AM

Just to show that CIMB Global Titans tracks the 3 markets (US+Europe+Japan) quite well

Wong Seafood,

What u think of AmCommodities punya underlying holdings/target sectors?

FSM have another commodities/energy-focused funds, but the numbers not as nice as AmCommodities'...

http://www.fundsupermart.com.my/main/fundi...lnumber=MYML002
http://www.fundsupermart.com.my/main/fundi...lnumber=MYML002

Go FSM and
(1) read its fact sheets
(2) read its annual/interim report
(3) use chart centre and see how that fund fared against its benchmark/peers

This is how u should judge a fund

2. See what are its holdings...but for Feeder Fund like TA European Equity, u can't see anything...so forget it
3. See how it fare againsts Stoxx index

U gotta compare apple to apple lar bro

TA European vs Stoxx index

Aberdeen World is unrestrained world equity fund
KGF is 100% Bolehland
CIMB Asia Pac Dynamite is Asia ex Japan
CIMB Global Titans is US+Europe+Japan

Cannot compare like that

When Bolehland flying, of course KGF would be "better" than TA Europe!
And US markets have been performing better than Europe.

This post has been edited by Pink Spider: Jan 14 2015, 11:46 AM

Err...

I think u should try Google before u ask

Learn to be more independent

Err...

Unker Looi, u faham bahasa tak?

Means that Europe should perform in 2015

1st, u decide which region u wanna invest in, by researching, which region has more upside potential
Sometimes it's not just about upside potential, u may wanna invest in a particular region for diversification purposes
Then, u shop around for the fund that beats or at least matches the index for that region

Aiyoyo

Kasi lu bullet points

- Expectations HAVE BEEN LOWERED
- IF (actual) corporate earnings and economic indicators beat expectations

What will happen?

This I agree, self must do homework

prince_mk98 don't feel offended

Before ask questions,
(1) Google
(2) FSM website

Those that u REALLY cannot find answer at (1) and (2), ask here.

wongmunkeong seafood
really no dare enter sector-specific fund lar...need to closely monitor and know the sector fundamentals. I focus by region, cukup lar

Just topped up Affin Hwang Asia Quantum, CIMB Asia Pac Dynamite Income and CIMB Global Titanic (yes cos I need to balance out my regional exposure...my developed markets are 33% of my equities)

This post has been edited by Pink Spider: Jan 14 2015, 01:31 PM

Nah nah nah

U start to be defensive

If cannot take criticism, cannot learn

So u expect to come here and ask for FREE 100% ACCURATE ANSWERS?

This is not not-for-profit charitable organisation.

A forum is a place to exchange opinions.

And everyone is expected to do some homework on their own.

"Financial Jedi" wor

Siapa berani buat punggung mu sakit? Nanti lightsabre potong kuku yo

Eastspring GEM also has some HK/China and ASEAN stocks which Affin Hwang Asia Quantum and CIMB Dynamite Income might/can have.

But up to 40% of Eastspring GEM are exposed to "pure" EM markets like middle east, Africa, Emerging Europe, Russia, Latin America etc which the other 2 funds are not exposed to

jutamind u trying to build a portfolio?

Today Asian markets red red

Don't wait for Saturday 0.5% discount, top up now!

This post has been edited by Pink Spider: Jan 14 2015, 02:40 PM

Who knows by next Monday (well, u should know ur Saturday purchases would be processed on Monday, right?) markets would have recovered?

Today Asia generally dropped 1%+/-

FSM discount 1.5% on Saturday (but selected fund houses only)

Up to u wanna bet on which lor

Depends on what funds u currently having

Affin Hwang Asia Quantum already got about 30%+ on MY small-mid caps mar

Furthermore, I myself also holding some small caps...u know which ones, right?