What is the black bag for?

Ask Unker Google!

We define ponzi as remarkable return in short period of investment.

This is a good site

i think it's a travel pouch kind of thing. can "gantung" at toilet. fold it up quite compact.

oh ya there was an umbrella too. a mini one.

Penang session, they distributed full size umbrella (not golf size).

that's better... the mini one looks like a RM5 shop kind of item. oh well... free stuff cannot ask for too much. in a way not so free, cause i do pay them sales charge...

Topped up CIMB AP Dynamic Income Fund.

got it. thanks!

Haha.. Didn't meet up with any Lyn forummer today?

Total % = 76.5% only. Balance ?

Took it from my excel sheet which consist of my total portfolio of other investments as well such as gold, FD

55-45. That is why I I'm looking to slice up the pie with the extra cash sitting around.

with about 50% in M'sia....guess that is over concentration. (no right or wrong...just individual preference)
with that allocation, you must be making good ROI for the past few years. (exclude 2014-lah)
Yes, normal wisdom is to have a more balanced portfolio...go slides in up....just take note of the extra risk and volatility.

kids in bed, after "sheshe" cannot sleep...came up with this.
hopefully they are correct....disclaimer...maynot be accurate
should read post #795 at page#40 by pink if anyone wanted more.

compare yr % allocation of that countries with the star rating from FSM....want to allocate more...Korea/Taiwan?

This post has been edited by yklooi: Jan 18 2015, 08:58 AM


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kids in bed, after "sheshe" cannot sleep...came up with this.
hopefully they are correct....disclaimer...maynot be accurate
should read post #795 at page#40 by pink if anyone wanted more.

compare yr % allocation of that countries with the star rating from FSM....want to allocate more...SG,HK,China/india?

This post has been edited by yklooi: Jan 18 2015, 08:57 AM


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Yeah, wanting to reduce that (Malaysia) and look elsewhere. Will take a closer look in the regional allocation of global funds to account for AxJ as you mentioned earlier.

2014? What 2014?

2014...well,...
In 2014, 6 out of 10 funds on the list of bottom performing funds were Malaysia equity funds. This came as no surprise with the Malaysia equity market (as represented by the KLCI Index) ended 2014 as one of the bottom performing markets under our coverage, registering a full year return of -5.7%. In 2014, while the Malaysia equity market enjoyed a quiet start to the year, the market had to endure a bumpy ride toward the end of the year with the occurrence of the mid-October global selloff and the hefty plunge of crude oil prices.

Malaysian equities were significantly affected by the recent declines in international oil prices, with the oil and gas companies being the worst impacted, registering an average drawdown of more than -40% in the past 3 months. Malaysia equity funds, especially those that have tactical positions or significant holdings in the Energy and Materials sectors, were the ones being hit hard by the recent oil price rout such as KAF Tactical Fund which has 14.10% of its net asset value (NAV) invested in the Oil & Gas sector (as of end-November 2014). Likewise, the InterPac Dynamic Equity Fund and InterPac Dana Safi delivered hefty double-digit losses owing to their substantial holdings (6.20% and 8.00% respectively of their NAV) in SapuraKencana Petroleum Berhad, which plunged by -43.45% over the past 3 months.

Likewise, heightened uncertainty on Malaysia’s economic outlook has resulted in an indiscriminate selloff of equities by foreign investors, affecting stock counters across all sectors and pulling down the performance of Malaysia equity funds such as RHB-OSK Dana Islam, RHB-OSK Malaysia DIVA Fund and RHB-OSK Dynamic Fund.

http://www.fundsupermart.com.my/main/resea...?articleNo=5414

hope you are not affected much by it.

So much cash

Ini...mesti Affin Hwang funds a lot

4 out of 6 of his funds has abt >25% each per fund factsheet

This post has been edited by yklooi: Jan 18 2015, 10:55 AM


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