any opinions on holding long term on india equities? it's always red for a good three months..

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how many % of it is in your portfolio?
most would say it is good to hold some.....
if you got time...go to this SAT seminar....
the FM of Manulife India will be there ...
http://www.fundsupermart.com.my/main/resea...-1-Jan-16--6668

listen to what he has to say and ask him?....
then tell us back here?

almost a quarter of my portfolio..need to rebalance mine a lot but just wrong timing and insufficient cash..sadly not in kl for it..hope any good soul going can share what he or she will hear from the FM.

just saw this on the net...
"Monthly Market Update (India) January 2016
https://www.fundsupermart.co.in/main/articl...20-%20Jan16.pdf

"Outlook and Takeaways for 2016 (as published in Dalal Times)

Do we think 2016 is going to be a great year for the Indian markets?
I don’t think research analysts despite their years of experiences in dealing with the market will be able to answer this question.

Are we positive on the markets in the coming years?
The answer is yes. Unlike the majority of market participants who were thinking that Team Modi has a magic wand to get India back into a growth trajectory, our views in May 2014 were on these lines. ..........."

"almost a quarter of it in your portfolio"......to me, that is very heavy for a single country focused fund..... (wanna intra-switch some to Manulife China now?)
but anyway...in the end the % is still up to each individual...no right or wrong.

My equity portion of my portfolio has dropped a total of 5%. Both Ponzi 2.0 & Titan are soooooo red! No eye see.

Xuzen

I am a newbie in FSM and decide to attend the talk this Saturday. Never open account or know exact terms on some of the information shared here. Hopefully the talk this Saturday, can shed some info for newbies like me.

good to have interest in investing....be it actually invested or not.
just a word of caution......take your time understanding the risks involved in UT investing....
take your time and don't be seduced by the 0.5% SC offered during the seminar.

Who's going this Saturday?

my this fund is now - 10%.....
thinking of topping up same amount to bring it to -5%.
then the total in China thru this fund will rise from 2.5% to 5%.
has it "BOTTOMED"?....
will be tossing a coin this Sat morning....


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really no eye see

I have a question to asked. You guys are holding long term right, so why let some red bother you guys? If red should take this opportunity to top up some more what? No?

I think it is not so simple....plan buy and hold....there are other consideration too.....(ex: change of govt policies, unexpected drastic falls of oil prices, etc, etc)
and also sometimes for some funds...it is NOT a good play to keep topping up when it is in RED.....


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This is what I meant in my post yesterday. Most of the time for investors like myself it is EQ problem and not IQ problem.

Tons of books have been written on the behavior and mindset of investors.

This post has been edited by Vanguard 2015: Jan 13 2016, 11:22 PM

I may attend to get all the freebies and then cabut. Maybe just listen to Kenanga talk only.

Hi Ivan, long time no see. I thought you disappeared already.

I sense some despair in your post above. Don't worry bro. We are all in the same boat. My allocation in Ponzi 2 is really heavy. Also red mah.

Just practice asset allocation and do VCA every quarterly if you have bullets. If no bullets left, then just do nothing until 1st April 2016.

This post has been edited by Vanguard 2015: Jan 13 2016, 11:10 PM

Wah everyone switching left right and center to escape the burning house.

I got better idea. We all Sai Lang or show hand. Transfer everything into Malaysian small cap, RHB Asian Total Return Fund, RHB Emerging Bond and RHB Islamic Bond Fund. Maintain some fund in Global Titans.

So we transfer everything from Ponzi 2 to CIMB Small Cap. For other investors, transfer into Eastspring Small Cap, RHB Small Cap and RHB Smart Treasure.

This year end, sure ROI = 20%. Apa macam? My idea boleh pakai?

This post has been edited by Vanguard 2015: Jan 14 2016, 09:56 AM

Me plus shopping

I've been seeing a lot of talk regarding RHB Asian Total Return Fund, and I have to admit I kena influenced. "Sum yuk yuk" by the looks of the performance numbers and wanted to make an allocation. So I did some research, and I'm sharing my summary :

1. Feeds into United Asian Bond Fund.
2. United Asian Bond fund
- has SGD, USD class
- fixed income only
- size ok : SGD 170m+
- track record long : 15 years
- allocation : overweight china, overweight financials
- Average maturity : 8.2 yrs
- Average YTM : 5.2%
3. Areas of concern : allocation, maturity, YTM
4. Below are the 1 year charts :
- Top orange = SGD/MYR vs RHB ATR vs UOB ABF - SGD Class
- Bottom orange = USD/MYR vs RHB ATR vs UOB ABF - USD Class



Prognosis : too late.
Option : buy in SGD.

This post has been edited by lukenn: Jan 14 2016, 04:01 AM

Why 1st April?