when you buy, did you key in the name of the CIS?
how does the system knows what you bought is suggested by CIS?

the CIS does not go about asking people to buy unless you seek them out.....
so I think NOPE, they don't get commission from suggesting funds to you.

just my 2 cents...may not be agreeable to all...

yr Big Cap is - 27.46%..to break even you needed it to rise 38%.
which i think i will be quite tough for the next 3 years....

since you have Ponzi 2.0 which also has abt 30% in HK/China.....
may i say...kill this BIG Cap China and allocate to KGF and EISC.....

b'cos i see you hv limited M'sia coverage and if stay in BIG Cap you will need it to rise 38% to breakeven (unless you wanna top up heavily thus increase yr exposure too) and KGF and EISC have good track records...

any idea where is the "Better" if not "Best" region or country to shift to if you got rid of BIG Cap?

No IDEA or NO comment....
b'cos I am not sure how the trend is going to be? is now at the bottom or not,...
what if it bounced up after he sold it? what if it continue to be on the upward trend slowly for a year (after the top up completed) then it stayed flat for years or slides down again?

example....what "IF"

This post has been edited by yklooi: Jan 28 2016, 04:29 PM


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Not a good sight....
as at 28 Jan...my IRR is 1.58%
(lowest since data capture)

i cannot comprehend / don't expect your IRR to drop about 7.8% in 1 month.
this is BAD.....

yes, i remembered you did mentioned abt the amplification due to doubling of fund size recently....
but my thinking is....once it amplified.....the value should "stay" somewhere at that range unless there is a HUGE drops in ROI......
to have IRR dropped abt 7.8% in 1 month, then that means the ROI may have dropped by > 10% in 1 month?
i am not experts in IRR maths...just pondering....
i may be wrong ......

This post has been edited by yklooi: Feb 3 2016, 03:29 PM

doubling of his portfolio size in the last 6 months as per post# 2356 "may" make the IRR calculation haywire....?

wasssssh,....pouring COLD water........
you guys forgotten about this post by lukenn ?
page# 68, post# 1358

anyway just hope that he is wrong this time......for I got that too in my portfolio.

Thank you...Gong Xi Fa Cai to you and others too.

kimyee.....take note of your Am precious metal upward trends.....getting ready to jump off?
impressive entry you got there...

you are not alone.....my portfolio also dived for 1.5 months too...now starting to crawl back up abit.
I guess most investors would also be affected during this 40+ days...

This post has been edited by yklooi: Feb 23 2016, 10:18 PM


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ya-lor......
"if" my balls comes back by next week...will sailing ALL into Amprecious Metal then.....
else will let it flow naturally for a few months to see where this IRR drainer will lead me too.
thanks for highlighting.....

mine is still not finalised due to 1 China fund
expected to be about ROI 5.33, IRR 1.9

This post has been edited by yklooi: Mar 1 2016, 09:52 PM


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from the past few posts.....there is an interest on AMB ITF....
forummer Lukenn did make a note about this fund....
see page 36
post 701, 711, 716

https://forum.lowyat.net/topic/3805145/+700

yes I had...but switched out in Jan during reorganisation of portfolio

As Benjamin Graham once pointed out, “In the short run, the market is a voting machine but in the long run, it is a weighing machine”. Price movements in the equity markets tend to be noisy in the short term, acting like a barometer of investor sentiment and reflecting investors’ current “false perception” of the market situation. One common pitfall that investors make is that they often gather “intelligence” from the market fluctuations and refer to it to tell them what to do with their investments.

Instead of doing so, investors should utilise market fundamentals as a basis for their investment decisions. Over the long term, the financial market will tend to mirror the underlying fundamentals of the economic situation.

How You Can Peek On The Future Economic Condition Of A Market?

http://www.fundsupermart.com.my/main/resea...-Mar-2016--6861

just for fun info....

My CIMB Principal Small Cap fund is now -9% since mid Jan.....
MUCH worst than my China and China-India funds (abt -3% since mid Jan)


This post has been edited by yklooi: Mar 7 2016, 10:11 PM


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you mentioned "Uncle looi"...
what did he know about UTs, excepts grumbling (in a positive tones) about his non superb performing IRR.....
just don't buy in this near short term what he is holding now.....

btw, I am sure he (uncle looi) is of no where near the league of the other names you just mentioned above + many others as listed......



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