U saje...

Who ask u love your Chinadolls so much? My love for Titanic sweetly rewarded!

Just sharing interesting slides from:
Excess Returns: A comparative study of the methods of the world's greatest investors by Frederik Vanhaverbeke

Look at the slides on "Economic data" VS companies' data + Top Investor VS Normal Investor
http://www.slideshare.net/frederikvanhaver...est-investors/1

This post has been edited by wongmunkeong: Sep 11 2015, 03:17 PM

Be careful with your Titanic, remember to abandon ship when it hit iceberg, don't sink along with it

Don't worry, our Jibby and Ringgit is sinking faster than it

Diversify ma no need worry lo ... titanic sink still got queen elizabeth II

Hope it stays like this or up up...kenanga growth weitage heavy on my portfolio..in 1 week itself total protfolio form 1.8 per cent low now shoot to almost 6 per cent..good good..if oil price recovers got hope d

no body knows. I'm abit fearful. especially for malaysia

http://www.theguardian.com/business/blog/l...y-business-live

Im scared too..I have more than 10 fund I think but KGF alone almost half of the percentage d

my funds are all equity based
thinking of getting some bond funds
which one is better? rhb asian bond fund or rhb-osk emerging markets?

If invest in bond or fixed income funds better put in FD or ASX or unless you are near retirement.

My CIO lar... asyik cakap pasal itu Chinadoll aje... say, very cheap now, PER is low, cheap to buy, bargain lar!

But I have been reducing my exposure to single country fund (China specific) and moving to a broader Asia-Pac x-JP fund (Ponzi 2.0) now. Less volatile!

Xuzen

Go to FSM website, click on fund selector, choose fixed income, click on "FSM recommended fund only option"...

You will get all the bond fund that FSM recommends. I think that list is good enough as the FSM team has already done the due diligence.

Personally I am holding Libra Asnita & Eastspring Bond fund (both under the FSM recommended list).

I am not holding RHB Asian nor RHB EM bond fund as my purpose of holding bond fund is to reduce portfolio volatility; hence I prefer those that are more stable i.e., have a lower risk rating.

Xuzen

This post has been edited by xuzen: Sep 11 2015, 08:46 PM

yup true, but fd and asb are boring


thanks.. i just wonder current climate how it affects bond markets.. can explain in simple laymen term?

Volatile good if you like to play it. I believe your Chinadoll will reach stardom ahead of Ponzi in next couple of months.

Sometime boring is good, you pay for excitement.

Current climate: Those bond fund that holds MGS aka Govt bond = caution, stay far far far away, very susceptible to redemption by those sei gwailos.

Those bond fund that holds Malaysian corporate bond e.g., Libra Asnita & Eastspring bond funds should be OK since Malaysian bond fund are mainly held by local institutional investor who unlike those gwailos, will not redeem without mercy.

Xuzen

Ponzi 2.0 holds 1/3 of total AUM in HK and China, so if Chinadolls perform, can also up up up.... I sacrifice awesomness in exchange for peace of mind, My bola kecut liao these days,,,,,

Xuzen

Both r equally Gud

CHINA O CHINA

wondering what to do to my funds in china stocks now... hmmmmm


https://forum.lowyat.net/topic/3709294

hmm.. should I reduce my China dolls as well?