WOW...that is something new....

China is the way to go, according to my paid investment advisory.
- trillion of dollars will move into China's bond and appreciating Yuan
- trillion of dollars will move into China's stock due to MSCI starting to include China A-share into MSCI EM index

thanks Xuzen. I learned something new today eventho it's OT

LOL....


I filed super early... even my friends that filed later than me adi get back. haha

their "reason" is cause my amount is "little"

LOL.... actually it is 28 bucks.....

So they say... defer to next year ><

Portfolio update as of November 30th:

Fund Name	ROI (%)	IRR (%)
*Affin Hwang PRS Moderate Fund	12.1	5.7
*Kenanga OnePRS Growth Fund	7.8	7.3
*CIMB-Principal PRS Plus Asia Pacific Ex Japan Equity - Class C	-5.4	-8.3
Aberdeen Islamic World Equity Fund - Class A	34.9	11
CIMB-Principal Global Titans Fund	28.3	11.1
Affin Hwang Select Asia (Ex Japan) Quantum Fund	15.7	10.9
CIMB-Principal Asia Pacific Dynamic Income Fund	10.8	4
Eastspring Investments Asia Pacific Ex-Japan Target Return Fund	2	1.9
Kenanga Asia Pacific Total Return Fund	-1.4	-2.3
RHB-OSK China-India Dynamic Growth Fund	-3.4	-5.3
Affin Hwang Select Asia (Ex Japan) Opportunity Fund	-2.2	-3.6

Portfolio ROI: 8.7%, IRR: 2.9% (dropped significantly from last month of 10.8% and 3.8% respectively)

From some free sources...

http://blogs.barrons.com/asiastocks/2015/1...-sdr-inclusion/

http://www.wsj.com/articles/renminbi-slips...sket-1448908044

http://www.wsj.com/articles/china-sees-no-...move-1448941750

This post has been edited by river.sand: Dec 2 2015, 07:55 AM

but but but... WSJ not free wo...

Developed Markets esp US cannot buy cos overpriced AND USD closer to peak than trough...

China should wait cos high chances of Renminbi devaluation...

Apa boleh beli? Keep in CMF2 je la

RHB ASIAN TOTAL RETURN FUND?

Boss...tak Nampak Renminbi devaluation...?

Yesterday someone posted a FSM HK article that says to buy USD hedged european equity funds to take advantage of the EU QE wor....
But does FSM MY has any USD hedged european equity funds?

That is for FSM HK...the hedging...

I think we can just buy a fund that goes heavy on Europe...

Aladdin fund is quite Europe-heavy

This post has been edited by Pink Spider: Dec 2 2015, 10:35 AM

I have invested back into China on a small scale. No more crazy stuff.

I bought CIMB Greater China Equity Fund and RHB China India Dynamic Growth Fund. With that inclusion, I will be holding about 8 equity funds and 2 bond funds. I still have a few mosquite funds to sell eventually.

Well the thing you don't get from free version is what to do, when to do it and also free info usually released couple of weeks or months after the same information is available to their paid institutional customers.

My main portfolio performance for November 2015

			Sep	Oct	Nov
Portfolio - Main		IRR	6.54%	11.08%	6.73%
Top 3 funds	% of port
EI Small Caps	5.3%	IRR	17.07%	23.82%	25.2%
TA Global Tech	2.3%	ROI	4.23%	23.37%	21.48%
CIMB Global Titan	2.1%	IRR	13.7%	16.76%	15.39%
Bottom 3 funds (equity)
CIMB AP Dynamic Income	2.7%	IRR	-1.67%	1.36%	-5.27%
AmPrecious Metal	4.5%	ROI	-2.79%	7.2%	-5.9%
AMB Ethical	4.6%	IRR	-16.3	-11.56%	-18.26%

How many funds do you have?

In my main portfolio, right now is 23. 14 equity funds of which 6 I want to get rid off at the right time. 9 fixed income funds of which 6 are paired with equity funds (same fund house) for switching. There many more funds in 5 beneficiary accounts that do not duplicate my main account.

Wow so many fund u holding

Too many old baggage. Sometime just a bit sentimental with non-performing funds, just left them alone but really need to get rid of them.

Some of the funds only 1 - 2K??? Not willing to sell everything due to sentimental value yeah...