ic.. but looking at aberdeen now i think i will refrain from going global yet
currently my portfolio is:

ponzi 2.0 - 30%
CIMB greater china - 30%
kgf - 30%

but this is just the tip of the iceberg
most of my funds are in amanah saham

I thought my portfolio is more aggressive, but seems like your portfolio is more risky. U have to balance with the inclusion of Europe. For the past week, Aberdeen is my best performing in terms of % of losses.

Plus this week has been a bloodbath for all stock markets. I think early next week will be a good buying opportunity. Should seriously consider Japan too.

My current holdings are:

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%

So based on my portfolio now, my cumulative exposure to key markets is as follows:

1) Hong Kong – 36%
2) Malaysia – 15% (previously 75%)
3) Europe – 14%
4) US – 12%
5) China – 6%
6) Japan – 5%
7) Singapore – 5%
8) Australia – 4%
9) India – 3%

Im gonna do one or all of the following early next week:

1) Put in more money into Ponzi 2.0
2) Put in more money into Aberdeen since yesterday was a big drop (and possibly today)
3) Put in more money into Manulife India (NAV is at the lowest since Jan this year so probably good time to increase)
4) Buy Affin Hwang Japan Growth Fund


This post has been edited by cybermaster98: Apr 30 2015, 03:46 PM

like i said, unit trust is like 1% of my investment only
the other 99% somewhere else hehe
so i think i can bear the risk

So small why bother investing la? Take a bit more risk la.

I have about 85% of funds in ASB so im playing around with just 15% here. That's why my portfolio is aggressive but even though its aggressive, u must still balance risks.

ok i might put in aberdeen or global titan a bit, see how next week goes
but staying away from india only and japan only fund at the moment

This article might help you with your decision making:

http://www.marketwatch.com/story/how-to-gi...tion-2015-04-27

some people would be cursing because u are happy to see all the Asian share markets are in the red today

Eh, so I guess I am one of the most unpopular forumers here?

But I have never made money in a rising market before....only in a falling market.

Please don't ban me OK?

This post has been edited by Vanguard 2015: Apr 30 2015, 04:16 PM

Haha I just check the bond I purchased, it is rated as 4.

no worries

I was out for 2 weeks and you guys already moved to new house. How to keep up like this.

....i maybe wrong here but a quick glance looks like the % not tally.

What happened to RHB-OSK Asian Total Return Fund? It has been in the red for the past month. Did the Asian bond market collapse or something?

No idea. Your guess is as good as mine.

Pink Spider, do you know what happened to the fund? It is bleeding red and becoming an eyesore in my portfolio.

Don't think it can tally since one % is for the fund and another % is for the country exposure?

but you have 15% of yr portfolio allocated in India focused fund
therefore your india exposure in your portfolio should be more than 3%.
that is what I don't understand

the target fund United Asian Bond Fund also kena-wor...

Bid to Bid Returns
Period
1 wk 1 MTH 3 MTH 6 MTH YTD

SGD (%)
-3.15 -3.2 -1.36 2.92 1.14

maybe this Bond report dated 23 Apr can shred some light
https://secure.fundsupermart.com.hk/hk/main...&articleNo=9666

This post has been edited by T231H: Apr 30 2015, 06:54 PM

all bond fund in red? wat happen ah?

which FH? all FHs?
which regions or country bond Funds?
pls be specific...so that I can see...
fyi,...NOT True for some EI bond funds.

This post has been edited by T231H: Apr 30 2015, 06:27 PM

KLCI down 24pts today