QUOTE(TakoC @ Jan 7 2016, 08:53 PM)
I have exposure in 4 funds. I ask myself these questions, maybe you could provide your view?
EI Small Cap - you still see value in small cap? Historically blue chip always move first, follow up small cap stocks, final leg is penny stocks. That's what I heard (don't bomb me on this). So with penny stocks hoo-haa over last year. Is it too early to look at small cap? Yes, aware that a lot of small cap perform very well.
Ponzi 1.0 - high exposure in Malaysia. Ok. Fair since you want top Up EI small cap.
Ponzi 2.0 - high China/HK exposure. Do you think it's too early to top up on China?
Titan - so your 2016 strategy you focus on all region. Top up everything la right? Lol. From Malaysia to US. Sapu!
Haha... rear view mirror showing EI Small Cap has good record. As you said can see most small caps moving faster than big caps and I want to catch the wave, then after 12 months re-balance..
Ponzi 2 top up is not all because of its exposure in China. I have specific China fund already which I will still keep holding.
Titan is just less than 6% of my portfolio, so plan to increase till almost 10 if possible. I see big famous multinational companies will do good this year.
Topping (means new $$) up will be very small amount in my case, it is more of re balancing here. I will still keeping all my funds that I am holding now, just shifting the weightage. Then monitor and check back again after 12 months.
Jan 6 2016, 11:38 AM
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Afraid to top up... 
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