already throw all Ponzi 2?

U.S. Stocks Tumble as Risk Flight Intensifies, Brent Oil Sinks

U.S. stocks tumbled, with the Dow Jones Industrial Average plunging more than 370 points and small caps entering a bear market, as oil’s failure to maintain a 4 percent rally rekindled a flight from risk assets. Treasuries surged amid signs that demand for the relative safety of bonds is rising.

URL: http://www.bloomberg.com/news/articles/201...s-off-oil-slump

FSM advises...."As small cap stocks are known to be more volatile than their large cap counterparts, investors should consider including small cap equity funds in their supplementary portfolios, confining their allocation in these funds to no more than 10% weightage of their entire portfolios."

http://www.fundsupermart.com.my/main/resea...allenging--6639

anyway.....if one got the appetite and are well prepared for it (financially)....I see, why not go against FSM advice....

I may go around lunch time! look see look see..

Now it is really time to go in little by little in every region.. then wait

you think they will always come again so frequently?

if you are still into US.....
good to go there for the Aberdeen talk.
The ang mor in Penang talked...I don't really catch him.....I think he is not that rosy in US...(If I listened and catched his hints correctly)

It may still go down la this time...

I guess now if one have done some diversification and some asset allocation, this can prevent more damage to ones portfolio..

Titan will be less than 5% of my portfolio.. will just keep it

The Aberdeen speaker for the Penang event is neutral on US. He only expects a return around 4 to 5% for 2016.

But not me lor... still heave on equities

Wanna confirm:
Is Sunway Pyramid Convention Center inside Sunway Hotel?

Nope, it's inside Sunway Pyramid

Decided to make payment today for last week 0.50% s/c promo

Nothing special. By April, it would be the 2Q of the year. We should be in a better position to evaluate the markets then. For those practising quarterly VA and saving bullets, they should have saved enough bullets by April.

No, no. I am still holding Ponzi 2 now. No plan to switch out yet.

My 2 cents view...what do we expect the fund manager of Ponzi 2 to do when there is a global rout? Sell off all the underlying stocks and buy bond funds and FD is it? It is not his fault that the fund is not doing well. Just let him do his job and wait for 2Q. Ponzi 2 is currently holding about 15.79% in cash (if I read the info correctly). Therefore there are opportunities for the fund manager to accumulate more shares at a lower price now.

This post has been edited by Vanguard 2015: Jan 14 2016, 10:11 AM

No-lah. My post no. 1356 was meant as a joke to lighten the atmosphere in this forum a bit. Everyone seems to be a bit sombre because of the global rout. Like attending a funeral already.

I have not lost my marbles....yet....to hold 100% in Malaysian small cap.

If I read the Morningstar Asia info correctly, the current cash holdings of the following funds are as follows:-

1. CIMB Dynamic (aka Ponzi 2) = 15.79% of net assets
2. CIMB Global Titans = 9.89% of net assets
3. Eastspring Global Leaders = 1.67% of net assets

Last I checked, Morningstar's fund info is a bit outdated. Best to get those info from each fund's FFS from FSM

This post has been edited by ohcipala: Jan 14 2016, 02:06 PM