5% of your portfolio for SENSEX?

dont worry.. if mid to long term, this is one of the best funds out there. Just hang on to it!

wow,...if this 50% MY consisted of 40% at KGF and 10% in EISC ...huat lah

i think few days back he posted that he wanted to hv 5% on satellite funds..
so i think "yes"

Haha.. If add EPF, I think will be more than 50% la. But EPF I wont touch it, let it autopilot till many many years.

Now need to slowly reduce MY exposure on cash side.

today is month end.....normally now is cash tight period...i guess some would normally buy after pay day

How to slowly reduce when all the while you are having "good" funds
Heartbreak leh if want to sell off some units..
what MY funds are you holding nows?

hahah then you should know your risk appetite mah before pushing to 50% lol tats reli alot, but nvm la, our FM oso pandai play with allocation, 24% cash reserve, she lagi scared lor, sumore nid to live up to the fund reputation, Lipper award you know, dont play2 ;p

Manulife India Equity Fund looks good now.. should buy now or wait another "crash"

i would definitely wait for the "crash" if i know that it is coming for sure and soon.....

Pure MY
EI MY focus fund
EI Small cap

Majority MY
Ponzi 1

top ranking funds-leh....
how you want to reduce?
heart pain leh....

You can reduced EI SCF to Ponzi 1.0 since Ponzi has nearly 30% exposure to Bolehland and opens up exposure to Asia ex Japan to diversify risk.

kaka23,...unknown to the % allocated.....if follow [David], suggestion....how many % can you slash your MY allocation from the current 50%?
seems like alot too...

This post has been edited by T231H: Apr 29 2015, 01:37 PM

Will intra into EI APAC Fund and inter into Hwang Japan and Hwang greater China.. Puting my bets on Asia ex Jap, Japan and China for the next 12 - 18 months.

I will still keep MY cash exposure to 20 - 25%. No hard rules that I need to follow, will change my mind depending on market situation and news. But surely will reduce the exposure, been started this exercise since almost 2 weeks ago.

US is expected to be the major LNG exporter earliest by year end. Any thought about it?

Good call!

Xuzen

@Arivaaaa: kan cheong = hokkien slang for overly excited.

I have just trimmed my Sexy from 20% to 15%.... add 5% to China. Will catch the tailwind towards China!

Xuzen

Start to cut loss?