I'm targeting Asia Dynamic Income. Don't want top up Asia Quantum (quite heavy on Malaysia already). I rather top up Eastspring Small Cap (good fund manager).

Bro, doesn't matter what stock I buy. Buy stock in 2014 sure KNS one la. All see no day light one.

Cost saving kaw kaw.

Teh tarik don't need drink also. Probably no taste one. Cost saving ma...

Last year FSM got CNY dinner for those high roller? This year maybe don't have also

This post has been edited by TakoC: Jan 6 2016, 04:11 PM

That day 90% invested dy. That's the problem! Haha!

Learn from mistake!

Didn't lose money is good enough.

How about 2015 return?

Bet you average down right?

Eh how to get Buffett's shareholder letter online?

Can't seem to find its 2015 portfolio return too

If got invest I don't need ask for his shareholder letter already

Curious about his latest available data on his portfolio return for 2015 only.

that fund I also complained a few pages back. IRR 3.1% only.

Thai?

China market closed again.

For those who looking to top up with a longer term view, good on you.

Where's the brothers we have here that track fund on a daily basis. So trading halt Asia ex Japan fund drop how many %? Lol

This China really imposing more and more stricter rule for stock trading. But should not affect liquidity too greater. China cannot sell >1% means foreign investors want push a certain stock also hard maybe.

Foreign investors doesn't always need to invest using that way. Can always buy from open market as well right? I mean I'm not sure over there la. But seeing what happened in our local market.

This post has been edited by TakoC: Jan 7 2016, 06:54 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!

I been reading people is more optimistic in China/HK than US/Europe. It seems you have different view on this.

Already.

Titan performance is still strongly supported by forex.

Performance should drop for the past few days but fund value seem to be stagnant.

I foresee 2nd half of 2016 RM to strengthen. But I still topped up nonetheless. US exposure too low.

Reluctantly topped up Titan solely due to rebalancing purpose because it has been performing so well due to mentioned forex.

I also further increase my China/HK exposure (if market drop again will see how).

Want to reduce my Malaysia exposure which is currently somewhere around 25%.

Asia Dynamic Income and Titan to lower my Malaysia exposure. Didn't top up Malaysia.

EI Small Cap?

What's with the ? Reluctantly too?