My stock portfolio is up 12% year-to-date

Wow Unker yklooi already replied to so many...unker no go yamseng ar?
With FSM, it takes 4 working days to FINALISE, for u to see them in your summary of holdings. But the 4 days lag is just processing time, as long as your buy transaction is completed (click buy + make payment + payment received by FSM) by 3PM on a business day, u get NAV for THAT DAY, your money ain't gonna disappear during that 4 days.

By the way, don't get too overly bothered with NAV, u are not trading UTs (well, u should NOT be!), over the long term, a few % difference would not make much difference.

WAC showed in FSM includes your sales charges.

With FSM, u could invest GLOBAL. Why think only of local equity market?

But as some would say, it's good to make local market the "anchor" of your portfolio, if u are not already invested in local equities yourself. Main reasons:
(1) no foreign currency translation loss
(2) local market is "inefficient", i.e. fund managers can easily beat the market. But this argument is also valid for most developing countries stock market

As for myself, I'm already invested in local equities, so my UT portfolio is mainly overseas-focused.

Err...find some under-covered gems and buy them?

The stocks which contributed the most to my portfolio, most fund managers would not even look at them.

Apollo - makes your favourite snacks
Hup Seng - makes your Ping Pong cream crackers

Gems are not easy to come by. I've already dumped these 2 stocks. Of my current holdings, DiGi and Karex are the most profitable stock. But don't blindly replicate my portfolio oh...some stocks are already overvalued.

^
Unker Looi posted link to a very good article by FSM

As u can see from my siggy, I'm heavily invested in REITs. But that is just me, I prefer dividend-yielding stocks because I want to slowly build up a stream of passive income.

No

FSM is for unit trusts.

U buy REITs through Bursa.

  Open a CDS account in an investment bank 1st.. 
Merry Christmas 

Boring day!

Y u r asking? Not wise ba to change job now, looking at cny n gst around the corner

*wear FSM hat*

China market still offers good growth potential! Buy!

Just updated my portfolio with November fact sheets from CIMB-Principal and Eastspring Investments (Affin Hwang and Aberdeen Islamic yet to publish their November fact sheets )...

CIMB Global Titans deployed most of their cash during November, now my US+Europe+Japan equity exposure have increased to 30% (finally!).

My current equity funds allocation:

31% Eastspring Investments Global Emerging Markets

17% Hwang Select Asia Quantum
8% Hwang Select Opportunity
11% CIMB Asia Pacific Dynamic Income

17% Aberdeen Islamic World Equity
16% CIMB Global Titans

As at 30th December valuation, my UT portfolio gained 4.6% (only ) during 2014.



An interesting point to note - fund size of CIMB Asia Pac Dynamite Income have gone up to...RM1 BILLION

@Jutamind: I tak nak reveal... ini barang kasi saya cari makan wan. I am a professional investor mah.. I have access to info that normal retail investors do not....    

@Celes: I want to comment a little about Link 2. I realised that those are CFA materials. Much have been said that CFA is a tough paper. After seeing those examples, I can say that in real world your calculation is going to be much more messy and not so sterile. Be happy that in CFA questions, it is so vanilla and nice. It is not so in real life.

Scientific and academics will have different outlook compared to a pure speculator. Rational investors take calculated risk, speculators take all sort of risk.

To me an aggressive rational investor is someone who still take risk by adjusting the equity to fixed income ratio. There are of course people who struck it rich by being lucky once or twice. But luck is such a unmanageable parameter, the academics are better off just ignoring it.

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