European stocks fall as investors lose taste for Carlsberg

Carlsberg was the worst performer on the FTSEurofirst, falling 9 percent ......
http://www.reuters.com/article/2015/08/19/...N10U1YO20150819

just talked to my wife....I have to go out to do a bit to support it....

Is Malaysia Investment Case Still Sound In Midst Of Uncertainties?...... August 20, 2015
2015 has been bumpy ride for most of the Malaysia investors so far. On the domestic front, one will notice that “heightened political environment” and “weakening Ringgit” are some of the common negative headlines about Malaysia recently.
This situation was further exacerbated with some external uncertainties such as massive sell down in China and the Greek Crisis.
Is Malaysia investment case still sound in midst of various uncertainties?
Author : iFAST Research Team

http://www.fundsupermart.com.my/main/resea...?articleNo=6191

if one has Euro, India and GTF in the portfolio.....1 mth + abt 6% each...

just got this interesting data...

"About 44% of the revenues from S&P 500 companies come from outside the United States, according to Scott Wren, senior global equity strategist at Wells Fargo Investment Institute".

http://money.cnn.com/2015/08/20/investing/...t-20/index.html

still got 6.5%
if compared to last month.....IRR got dropped?

Will Ringgit Continue To Drop? Strengthen? Or Stay Flat?...... August 21, 2015
Will the ringgit continue to depreciate? Yes, considering the weak market sentiment on our nation especially among the foreign investors. However, we believe that the depreciation of the ringgit is likely to be limited going forward.
Author : Lee Tien Xiang


TAKEAWAYS:

Looking back to the past one-year period, investors that have exposure to the foreign equity markets have enjoyed additional gains from the foreign currency translation aside from the equity market returns on the back of a depreciation of the ringgit against other currencies (see Table 1). Nevertheless, with the aforementioned reasons above, we believe that the weakening of the ringgit is likely to be limited going forward.

At this juncture, we urge investors to refrain from chasing FX returns blindly by investing in any foreign equity market given that the additional FX gain arising from the weakening of the ringgit is likely to be limited. Instead, investors should focus on the fundamentals of the markets to identify opportunities that will provide decent potential returns for their investments.

http://www.fundsupermart.com.my/main/resea...?articleNo=6200

wow...that is great....
last month got China rout, Yuan depreciation, RM sharp drops (EISC & KGF dropped alot)....cause not much drop in your portfolio....
high allocation in GTF???

thanks for the tips....I did not aware of this....
(just realised that, the longer the investment years, it needs a bigger % of movement to have an impact on the IRR%)

pai-seh...getting lower by the days....


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J.P. Morgan Asset Management: WorldView 3Q 2015
http://www.fundsupermart.com.hk/hk/main/re...articleNo=10265

How Do You Identify When To "Buy Low, Sell High"? [12 Apr 2013] April 12, 2013
When it comes to investing, the rule of thumb is to “buy low, sell high”, but it is easier said than done. The question is: how do you identify whether the market is “low” or “high”?
Author : Fundsupermart.com
When it comes to investing, the rule of thumb is to “buy low, sell high”, but it is easier said than done. The question is: how do you identify whether the market is “low” or “high”?

Investors often base their judgment of market lows and highs by looking at the market index level. But a focus on the market index level is the cause of market sentiment, which is often irrational and short-sighted.
http://www.fundsupermart.com.my/main/resea...?articleNo=3346

"Buy Low, Sell High" is a Lie.
By Steve Reitmeister
September 6, 2013 2:44 PM
http://finance.yahoo.com/news/buy-low-sell...-184456863.html

Why doesn't buy low sell high beat the market?
https://answers.yahoo.com/question/index?qi...18163802AA4N4hI

Buy Low, Sell High? Easy If You Know How
http://www.forbes.com/sites/mitchelltuchma...f-you-know-how/

yes,..only my portfolio.....
btw,..have not come to set up the beneficiary a/c yet....

deleted...double posting

This post has been edited by yklooi: Aug 21 2015, 07:25 PM

but as pink just hinted...."When will the highs start reversing?"

thanks for posting this...I think it would be useful info to some people be it newbies or seasoned.....

Strategists say there could be more downside to the FBM KLCI

Strategists feel that there could be more downside to the market, as the adjustment and the cutting of excesses in key sectors such as O&G and property have not been completed.
He says that a good indicator of when it is time to buy is when earnings of the banks start to stabilise. For now, earnings of the major banks are still falling, and this is a direct impact from lower earnings from commodity-related companies and reduced lending in the property sector.
Terence Wong, research head at CIMB Research, feels that the drop in the FBM KLCI is an isolated case driven by Malaysia’s domestic issues. “While it is anybody’s guess how far the ringgit can fall and in the process drag down the stock market with it, bargains are starting to emerge with many stocks falling 30% to 50% from their April highs. For investors taking a long-term approach, this difficult environment provides a good opportunity to bottom-fish,” says Terence.
http://www.thestar.com.my/Business/Busines...t-go/?style=biz

wanna believes what they said?
see page# 72, post# 1343

The Dow fell into correction mode, down 10% from its most recent high point on May 19.

Overseas stock markets' losses were just as bad, if not worse, with some indexes in China and the U.K. stock market all now in correction.

The S&P 500 was also down 5.7% for the week, its worst weekly performance since 2011, while the Nasdaq fell 6.8%, also in correction territory.

Despite these dire numbers, it's worth remembering that U.S. stock indexes hit record highs earlier this year, after logging double-digit gains in each of the last three years.

http://money.cnn.com/2015/08/21/investing/...t-21/index.html

thanks T231H for highlighted this predicament...
I did not see that coming.... now I am dumbfounded ...just don't know what to say anymore.
I think will need to do a quantum leap to the portfolio ROI....cannot go by the usual diversified portfolio liao, even given enough time (cos the IRR just "distributes it" evenly)...
(Recalled this saying......If continue to do as usual...the usual results will be achieves)

with the almost Risk Free Rate of about 3.5% in FD,....5.8% in EPF and (low risk) of RHB Islamic bond versus the risk taken in a diversified EQ portfolio.....just how much more ROI % or IRR% of returns on a diversified EQ portfolio is justified?

go for concentrated FULL firepower on Bolehland EQ (after there is a change of *M, and oil price starts to moves up) ?
or guess this thing about EQ 20%: FI 80% (as in page#66, post# 1320) is good to follow liao??....

This post has been edited by yklooi: Aug 23 2015, 12:21 AM


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I do copy and paste the results onto the table manually...


This post has been edited by yklooi: Aug 24 2015, 11:20 PM

read this then decide?
Is Malaysia Investment Case Still Sound In Midst Of Uncertainties?.....August 20, 2015
http://www.fundsupermart.com.my/main/resea...?articleNo=6191