Good morning everyone.
Thought for the day (which is often quoted),
"Your worst enemy when it comes to investing… is the person in the mirror".
Fundsupermart.com v9, QE feeds the bull. Ride along...
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 Apr 14 2015, 08:42 AM
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#81
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Senior Member
3,541 posts Joined: Mar 2015 
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Apr 14 2015, 08:44 AM
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#82
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(MR_alien @ Apr 13 2015, 07:38 PM) my previous percentage of the fund is 10% only If the China market uptrend continues, you will hit the target within 2 weeks. May the odds be with you. Good luck!and yes..it already hit 10% now i topup to 20%...once it it around the number u said, i'd pull out...depending when it'll hit that number though  |
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Apr 14 2015, 06:33 PM
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#83
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Senior Member
3,541 posts Joined: Mar 2015
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Wow. I have not seen this thread so active before. It's all about China, China and China.
We shall see what happens in one month's time. The difference between chasing hot funds, market timing and asset allocation. This post has been edited by Vanguard 2015: Apr 14 2015, 06:33 PM |
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Apr 14 2015, 09:35 PM
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#84
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(David83 @ Apr 14 2015, 08:33 PM) So did I make a wise choice today by switching out from KGF? KGF is presently holding 20% reserve in cash. The speaker from Kenanga house said this during the recent FSM seminar. He also said that the Govt has an estimated budget deficit of RM13 billion. This is after taking into account the savings from the removal of the oil subsidy and the projected revenue from GST. He showed us a bunch of charts on a slide show with the calculations.Nevermind, I still have Kenanga OnePRS Growth Fund. So did you make the right decision? Only time will tell... |
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Apr 14 2015, 09:37 PM
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#85
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(jerk @ Apr 14 2015, 09:05 PM) my core is ponzi 2 at 40% Can consider transferring 20% to CIMB Global Titana? You will also benefit from paying zero fees.thinking of doing 10% equalities malaysia 10% small cap malaysia. thoughts? This post has been edited by Vanguard 2015: Apr 14 2015, 09:38 PM |
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Apr 14 2015, 10:18 PM
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#86
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(nexona88 @ Apr 14 2015, 09:45 PM) with all GST / subsidy removal, still deficit of 13b Too many issues affecting the country now. You know I know lah.   |
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Apr 14 2015, 10:20 PM
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#87
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(jerk @ Apr 14 2015, 09:54 PM) @Vanguard 2015 Yes I think it is fine. The general consensus is that the US market is at an all time high now.was thinking around 15% of titans just to keep my portfolio diverse. US europe japan |
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Apr 14 2015, 10:21 PM
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#88
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(yklooi @ Apr 14 2015, 09:52 PM)     with all the markets boomed.....my Emerging opportunity is now at 0.01% profits after 8 months of scuba diving.... YES, I am Happy...  |
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Apr 14 2015, 10:24 PM
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#89
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(David83 @ Apr 14 2015, 09:48 PM) I didn't say that I'm making a brilliant decision but KGF and Kenanga OnePRS Growth Fund are redundant in the portfolio as the later is feeding into the earlier. I take no offense. A lot of people are having negative sentiments on the Malaysian market now. But I am still staying invested for the moment.No harsh feeling but I'm a little skeptical over Bolehland. This post has been edited by Vanguard 2015: Apr 14 2015, 10:24 PM |
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Apr 14 2015, 10:55 PM
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#90
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(yck1987 @ Apr 14 2015, 10:40 PM) My china fund 1 week gain +14%+ Congrats first. Maybe you want to consider doing an intra switch into a bond fund within the same fund house for the 46% profit? Later can switch back slowly into the China fund when the NAV drops. Practice constant dollar investment strategy? thought  sell all and take profit and come again? (im stay with this fund 1yr 11months)it's total +46% now and way over my expectation. anyone?  https://secure.fundsupermart.com/main/fundi...olnumber=FI3020 OR switch the 46% profit into another unit trust within the same fund house if possible with zero fees. You are basically investing with HOUSE MONEY. No one right answer. Good luck. |
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Apr 15 2015, 08:45 AM
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#91
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(cybermaster98 @ Apr 15 2015, 08:24 AM) Ive now tweaked my proposed portfolio. Appreciate comments / thoughts: My view is that your proposed portfolio is too aggressive. Maybe you could cap your exposure to KLCI to 20%?My current portfolio: Kenanga Growth - 60% Eastsprings Small Cap - 15% Manulife India Equity - 15% Aberdeen Islamic World Equity - 10% My proposed portfolio: Kenanga Growth - 30% RHB-OSK Big Cap China Enterprise - 30% Eastsprings Small Cap - 15% Manulife India Equity - 15% Aberdeen Islamic World Equity - 10% Im planning to dilute half my holdings in KGF and go into RHB-OSK Big Cap China mainly to focus on the HK H Shares future sentiment. Do I need to allocate some funds for CIMB Principle Asia Pac Dynamic Income as a 'buffer' or just focus on RHB-OSK Big Cap China? To have a 30% exposure to the China market seems a bit too much. Maybe at the most the direct exposure should be 15% to 20% of your total portfolio. I suggest you follow Mr. YK Looi's suggestion. Happy Investing. This post has been edited by Vanguard 2015: Apr 15 2015, 08:46 AM |
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Apr 15 2015, 08:49 AM
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#92
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Senior Member
3,541 posts Joined: Mar 2015
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Good morning everyone.
TA European Equity Fund and TA Global Technology Fund have announced unit splits of 1:10 and 1:4 respectively. Come, come join me in the funds. The funds are now "cheap" because the "price" per unit has gone down. This post has been edited by Vanguard 2015: Apr 15 2015, 08:50 AM |
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Apr 15 2015, 08:55 AM
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#93
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(David83 @ Apr 15 2015, 08:52 AM) Don't rage up, Pink Spider. I am just trying to stir things up a bit.  Pink Spider has been too busy lately and not posting here much.  |
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Apr 15 2015, 09:43 AM
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#94
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Senior Member
3,541 posts Joined: Mar 2015
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Walao, all the sifus coming out from the woods to help Cybermaster. Why he so lucky one?
When I asked for help, nobody talk to me also. |
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Apr 15 2015, 10:31 AM
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#95
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(Kaka23 @ Apr 15 2015, 09:47 AM) hehe.. you are one of the partner in vanguard ka? any tips? John Bogle, the founder of Vanguard, retired a long time ago...  No tips lah. Just stay invested and do the best we can for our asset allocation. The problem with the Malaysian unit trust industry is we don't have many index funds to track all the different markets. Therefore our so-called asset allocation may not be very accurate. It still depends on the skills of the respective fund managers.  |
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Apr 15 2015, 10:36 AM
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#96
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(Pink Spider @ Apr 15 2015, 09:44 AM) U nama sudah Vanguard... No-lah bro. I still have a lot to learn. Just sharing info only and picking up some tips from the sifus here. and u talk like a real sifu... I read your post I sometimes wanna  u, sometimes I would   |
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Apr 15 2015, 10:37 AM
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#97
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Senior Member
3,541 posts Joined: Mar 2015
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deleted...double posting
This post has been edited by Vanguard 2015: Apr 15 2015, 10:38 AM |
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Apr 15 2015, 11:11 AM
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#98
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Senior Member
3,541 posts Joined: Mar 2015
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Do you believe in Mr. Tan Teng Boo of i-Capital? This is what an article on his website on 11th April 2015 says in summary:-
QUOTE “At last there is a breakout for the Hang Seng Index. It ended on Wednesday at 26,236.86 above the 25,000 resistance. For the short term, i-Capital revises it outlook for the Hong Kong stock market to a range of 23,000 to 28,000. However if the NYSE crash, 15,000 is still a possible target. What is noteworthy is that the Hang Seng index is still far from its record high of 31,638.22 reached on 30th October 2007. Ladies and gentlemen, place your bets. For the mid term, assuming there is no major crash on the NYSE, i-Capital revises it outlook for the Hang Seng Index to a range of 23,000 to 30,000. In the long term, the Hang Seng Index will test the 50,000 mark but it will most likely be when the Shanghai-Hong Kong-Shenzen Connect is fully in place”. This post has been edited by Vanguard 2015: Apr 15 2015, 11:12 AM |
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Apr 15 2015, 01:01 PM
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#99
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Senior Member
3,541 posts Joined: Mar 2015
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QUOTE(Kaka23 @ Apr 15 2015, 11:54 AM) Who is into JAPAN as well? I got Affin Hwang Japan Growth Fund about 5%.  |
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Apr 15 2015, 01:05 PM
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#100
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Senior Member
3,541 posts Joined: Mar 2015
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My 2 cents worth, TA European Equity Fund and the Aberdeen World are meant for diversification only. I don't think these funds are meant to provide fantastic returns in the long run.
For real money, my bet is still on Asia funds. Don't flame me yeah, I also have these 2 funds in my portfolio. |
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