Expected

Nope, need to wait for next Sat 16/1

The word he used was cautiously optimistic.

Manulife guy personally will invest 60:40 ratio between China and India if given only these 2 choices.

Sikit sikit.. lama lama jadi bukit

expected lor

Expected to be at this time at 6pm meh?
Everyone also expected it to close.

So after balance.. will still do any top up or DCA or VCA? Or just let it roll and relook on your portfolio after 3 months?

Hv to sit back. No vca or dca.
Maybe a little bit of small switches
I find that minor top up did not helps much in changing the results of roi or irr numbers

This post has been edited by yklooi: Jan 10 2016, 06:57 PM

Yes but at the end of the day, it's still a matter of stock selection rather than market broad rally or bullish right?

Neutral on US but optimistic on Europe and Japan.

Hmm.. if neutral US, so cannot top up too much on Titan! \
'

Don't forget that Titanic fund for 2 more horses!

Anyone top up Bolehland fund?

Have plan... next week

KGF and EI Small Cap

Of course lo.

Top up RM300 - 10% only RM30. Only can buy 1 pint beer.

Maybe should drink less beer so can save many 10% ...

While you guys are at FSM talk, I was at another seminar to collect my CPD hours.

Some salient points I want to share:

On Malaysia:

a) MYR appear to be positive correlated to oil price. Meaning, if crude price drop, MYR drop and vice versa.

b) Oil supply is more than demand at the moment and for the foreseeable future. In Economics 101, when there is. oversupply, price will drop. So, don't expect oil price to nailk, neither do MYR.

c) The general KLCI will be neutral, but stock picking will be crucial if Fund Manager want to deliver above benchmark return. From past history, we have quite a few good fund managers. No need for me to say who, you regulars already know liao.

On China and Asia Pac

To be continue....

Continue.. U pi makan ke

How come my IRR did not go down, went up instead? Based on 7/1/16 NAV price, IRR is now 7.87%, up from 7.23% on 31/12/15.

Went into RHB Smart Treasure, RHB Small Cap and KGF

Selamat pagi