Double post
This post has been edited by hullabaloo_bard: Feb 27 2015, 09:53 AM
Fundsupermart.com v8, The MS Excel Masterclass version!
Fundsupermart.com v8, The MS Excel Masterclass version!
|
|
Feb 27 2015, 09:52 AM
Return to original view | Post
#1
|
![]() ![]()
Junior Member
297 posts Joined: Sep 2008 |
Double post
This post has been edited by hullabaloo_bard: Feb 27 2015, 09:53 AM |
|
|
Feb 27 2015, 09:52 AM
Return to original view | Post
#2
|
![]() ![]()
Junior Member
297 posts Joined: Sep 2008 |
Guys,
Currently, this is my portfolio: -Aberdeen Islamic World Equity Fund - Class A -Eastspring Investments ASEAN al-adiil Fund -Eastspring Investments Dana Al-Ilham -Kenanga Syariah Growth Fund -PMB Shariah Aggressive Fund FYI, my investment idea is towards syariah-compliance long term investment and prefers to hold the funds that I have invested into as long as I can i.e. not so into fund switching stuffs unless it is really necessary to save all the transaction costs. So, what do guys thing about my portfolio and ways for me to improve/further diversify it? |
|
|
Feb 27 2015, 10:20 AM
Return to original view | Post
#3
|
![]() ![]()
Junior Member
297 posts Joined: Sep 2008 |
QUOTE(adamdacutie @ Feb 27 2015, 09:56 AM) QUOTE(moon0610 @ Feb 27 2015, 10:08 AM) Hi yklooi, I have these in my portfolio: Kenanga Growth Fnd (from epf) 20% TA South East Asia 25% CIMB AP Dynamic Income 17% CIMB Al-azam 10% CIMB DALI Equity Growth 10% ASN 3 Imbang 10% Arberdeen World Equity 7% I think that my exposure is more towards MY eq, less on global, so start to go into global (Arberdeen world eq). Considering CIMB Global Titans Will try to read up on RHB OSK China-India Dynamic Growth fund too. thanks! QUOTE(yklooi @ Feb 27 2015, 10:08 AM) unknown to the % allocated for each fund, your individual preference for countries/region.... Tq for your comments. Currently all funds is equally distributed at 20%. As much as I want to diversify out side Malaysia, there is limited syariah-compliant outside-malaysia funds that I can invest into.there is this worksheet,......key in the data required, seek out the fund factsheet of your funds, key in the countries allocated for each funds......then in another worksheet, it will show the % allocated for each country in relation to your % allocated for the fund in the portfolio... then see, where you want to improve or reduce... btw, a quick glance of yr portfolio...seems like missed China and India....with about 20% US thru Aberdeen (if you divide this 20% against the % allocated in the Aberdeen)..will be MUCH less.. Any idea? |
|
Topic ClosedOptions
|
| Change to: | 0.0488sec
0.31
7 queries
GZIP Disabled
Time is now: 2nd December 2025 - 06:39 PM |