yes, and I need to give credit where credit due. It was Vanguard who told me can get these info from Morningstar. Before this I have to bug insider periodically for these "special" data.

Xuzen

You are in a DIY Investing forum lah!

It is like going to Man-U Old Traford to sell Arsenal tee-shirts. LOL

Xuzen

cool

promo date not finalized yet but its coming next week =D

In my.morningstar.com?

While I see std dev of individual funds, I can't find the correlation coefficients of 2 funds

that's good

For the professional investors here with finance background, I suspect some of you are either consciously or unconsciously engaging in trend trading.

The king of trend trading is Michael W Covel. There are 5 books in the market written by him. Please see the link at
http://www.trendfollowing.com/about/

Apart from Michael Covel, there are tons of other books on trend trading by other authors. I also believe there are also software programs on trend trading.

Unfortunately I don't have the expertise, knowledge and time to understand the concept fully. Some of you would be better at this. Hopefully you can share your insights in this forum like Xuzen after learning more about trend trading.

Please don't forget the rest of us when you become rich.

ponzi 2

For serious investors here, I strongly encourage you to sign up for a free account at Morningstar Asia - Malaysia. You can create different portfolios and x-ray it. This will hopefully help you to become a better investor in your asset allocation.

I attach here a sample portfolio. You will see now what you have been missing.




Attached File(s)
 FSM_Model_Portfolio.pdf ( 129.67k ) Number of downloads: 116

fuiyo!

All those are self-generated? How much user input required?

I have been listening to the market noise and reading the analysis by industry experts for the past one year. I still remain convinced that there is only one single main factor that will determine the success of our long term investment plan in unit trusts. That factor is our asset allocation.

We cannot control or predict how a particular fund or how the market will behave tomorrow. The only factor that we can control is our asset allocation (to quote William Bernstein).

These info are all self generated by Morningstar. You only need to spend 3 minutes to set up the portfolio.

Aberdeen Islamic World is getting worse by the day...my IRR dropped to 4.02%

While CIMB Global Titans is still sailing strong

Ya... I've kinda abandoned aberdeen... my IRR is still 8.1%, but I've not topped up at all in 2015 due to its lacklustre performance

Thank you for highlighting this... really good stuff

haha.. just now dropped by their office.. got to know bout the promo time
preparing bullets for ponzi 2

Yeah, keeping it but no longer topping up. Takut sell it and move elsewhere and then the tide turns

Sharing is caring bro/sis.

Which is exactly what happened to GEYF
My remaining GEYF now has IRR 11.4%

And you guys ask why I hold so many funds

wah good stuff