QUOTE(yklooi @ Apr 30 2015, 10:07 AM)
Ooo... Mr PMBuy me a BigMac!
Fundsupermart.com v10, Double digit (portfolio) growth!
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Apr 30 2015, 09:11 AM
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Senior Member
8,251 posts Joined: Sep 2009 |
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Apr 30 2015, 09:37 AM
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Senior Member
4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
Stocks likely to benefit from the smart cities programme
http://economictimes.indiatimes.com/market...ow/47102693.cms Good news to stay invested in India? |
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Apr 30 2015, 09:44 AM
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4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
How to gird yourself for the next stock market correction
http://www.marketwatch.com/story/how-to-gi...tion-2015-04-27 This is a good article which sorta summarises what we should be doing. So ive decided not to sell off any of my holdings. But I may take advantage of the drop in prices to pump in more money. |
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Apr 30 2015, 10:18 AM
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4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
What do you sifus think of this? Doesn't sound like the usual doomsday talk. The charts are quite scary don't u think?
Why the Next Stock Market Crash Will Happen Any Day Now http://www.newsmax.com/Finance/MKTNews/Mar...3/01/id/492699/ |
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Apr 30 2015, 10:30 AM
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8,251 posts Joined: Sep 2009 |
Today Japan drop more than 1.5%. Yesterday just top up Japan.. |
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Apr 30 2015, 10:35 AM
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3,541 posts Joined: Mar 2015 |
QUOTE(cybermaster98 @ Apr 30 2015, 10:18 AM) What do you sifus think of this? Doesn't sound like the usual doomsday talk. The charts are quite scary don't u think? Doom and gloom predictions have been around for years. They were there before we were born and they will still be there after we leave this world. Why the Next Stock Market Crash Will Happen Any Day Now http://www.newsmax.com/Finance/MKTNews/Mar...3/01/id/492699/ We just have to practise asset allocation and do the best we can. On a different note, I was surprised to see the amount of your investment. If I had knew, I would have advised you to diversify more. At least 6-8 equity funds and 2 bond funds. I believe you have zero bond funds now? If my assumption is correct, you have a super aggressive portfolio which is extremely vulnerable to the market forces. This may leave you open to panic attacks when the market goes down. But all is not lost. You can re-structure your asset allocation later once it turn green again. May the force be with you. |
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Apr 30 2015, 10:40 AM
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3,541 posts Joined: Mar 2015 |
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Apr 30 2015, 10:42 AM
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4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Vanguard 2015 @ Apr 30 2015, 10:35 AM) Doom and gloom predictions have been around for years. They were there before we were born and they will still be there after we leave this world. Well im planning to include 1 more fund today (Maybe a Japan focused fund) or pump in more cash into Ponzi 2.0 or Aberdeen. We just have to practise asset allocation and do the best we can. On a different note, I was surprised to see the amount of your investment. If I had knew, I would have advised you to diversify more. At least 6-8 equity funds and 2 bond funds. I believe you have zero bond funds now? If my assumption is correct, you have a super aggressive portfolio which is extremely vulnerable to the market forces. This may leave you open to panic attacks when the market goes down. But all is not lost. You can re-structure your asset allocation later once it turn green again. May the force be with you. My fund portfolio currently: RHB-OSK Big Cap China Enterprise - 25% CIMB Principle Asia Pacific Dynamic Income - 20% ( Kenanga Growth Fund - 15% Manulife India Equity - 15% CIMB Global Titans - 15% Aberdeen Islamic World Equity - 10% |
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Apr 30 2015, 10:43 AM
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8,251 posts Joined: Sep 2009 |
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Apr 30 2015, 10:47 AM
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4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
What does Schroder -ISF and Principal GLB in the CIMB Global Titans fund mean? I know they are mutual funds but cant seem to figure out what ISF and GLB mean.
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Apr 30 2015, 10:49 AM
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3,541 posts Joined: Mar 2015 |
QUOTE(Kaka23 @ Apr 30 2015, 10:43 AM) No, I took profits or intra switched the following equity funds into bond funds:-(1) AmREIT (switched out completely); (2) RHB OSK China India (switched out completely); (3) Libra Consumer (switched out 1/2); (4) KGF (took profits); and (5) EISC (took profits). I have no more reserve cash to pump in for now. This post has been edited by Vanguard 2015: Apr 30 2015, 11:06 AM |
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Apr 30 2015, 10:52 AM
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Senior Member
4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Vanguard 2015 @ Apr 30 2015, 10:49 AM) No, I took profits or intra switched the following equity funds into bond funds:- I have ample cash reserves. Maybe I loan to u at 7% interest? (1) AmREIT (switched out completely); (2) RHB OSK China India (switched out completely); (3) Libra Consume (switched out 1/2); (4) KGF (took profits); and (5) EISC (took profits). I have no more reserve cash to pump in for now. |
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Apr 30 2015, 10:56 AM
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3,541 posts Joined: Mar 2015 |
QUOTE(cybermaster98 @ Apr 30 2015, 10:42 AM) Well im planning to include 1 more fund today (Maybe a Japan focused fund) or pump in more cash into Ponzi 2.0 or Aberdeen. My 2 cents view....please don't get offended. I think you are too heavy in RHB-OSK China and Manulife India. These are high risk satellite funds which should form part of your supplementary portfolio only. At the most, you should buy maybe 5% to 7% for each of the fund. Therefore, they will form about 10% to 14% of your portfolio. Currently they form about 40% of your portfolio. You will have sleepless nights if China and India markets collapse. My fund portfolio currently: RHB-OSK Big Cap China Enterprise - 25% CIMB Principle Asia Pacific Dynamic Income - 20% ( Kenanga Growth Fund - 15% Manulife India Equity - 15% CIMB Global Titans - 15% Aberdeen Islamic World Equity - 10% Again, no bond funds? This should be 20% or at least 10% of your portfolio. Of course I am only making a general assumption without knowing your age, income level, risk tolerance, etc. This post has been edited by Vanguard 2015: Apr 30 2015, 10:57 AM |
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Apr 30 2015, 10:58 AM
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Senior Member
4,439 posts Joined: Jan 2010 From: Kuala Lumpur |
QUOTE(Vanguard 2015 @ Apr 30 2015, 10:56 AM) My 2 cents view....please don't get offended. I think you are too heavy in RHB-OSK China and Manulife India. These are high risk satellite funds which should form part of your supplementary portfolio only. At the most, you should buy maybe 5% to 7% for each of the fund. Therefore, they will form about 10% to 14% of your portfolio. Currently they form about 40% of your portfolio. You will have sleepless nights if China and India markets collapse. No offense at all. Happy to get advise. I know nothing about bond funds or how it works or the income levels? Again, no bond funds? This should be 20% or at least 10% of your portfolio. Of course I am only making a general assumption without knowing your age, income level, risk tolerance, etc. Care to briefly explain? |
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Apr 30 2015, 10:59 AM
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3,541 posts Joined: Mar 2015 |
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Apr 30 2015, 10:59 AM
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5,143 posts Joined: Jan 2015 |
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Apr 30 2015, 11:02 AM
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914 posts Joined: Jan 2012 |
I just reduce my exposure on equity and funds, while park my cash in 4% short term FD.
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Apr 30 2015, 11:03 AM
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5,143 posts Joined: Jan 2015 |
QUOTE(cybermaster98 @ Apr 30 2015, 10:58 AM) No offense at all. Happy to get advise. I know nothing about bond funds or how it works or the income levels? try this site for info?Care to briefly explain? http://www.fundsupermart.com.hk/hk/main/di...bondSchool.svdo |
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Apr 30 2015, 11:04 AM
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3,541 posts Joined: Mar 2015 |
QUOTE(cybermaster98 @ Apr 30 2015, 10:58 AM) No offense at all. Happy to get advise. I know nothing about bond funds or how it works or the income levels? The annual return for bond funds ranges from 3% to 10%. It can be short term, mid-term or long term bonds. The risk rating can be from 1 to 5. Since you already have a high risk portfolio, aim for bond funds with risk rating of 2 and below. Care to briefly explain? I will only show you the tree. You have to choose the fruits. Please read the FSM webpage for the different available bond funds and also FSM's recommended bond funds. Good luck! |
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Apr 30 2015, 11:05 AM
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5,143 posts Joined: Jan 2015 |
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