I believe the portfolio performance is due to the owner's high level kung fu... better to get his feedback on the actual performance attribution.

More or less... the system cant do nominal or fractions. ZZzzz

Blue = portfolio returns
Green = KLCI

Ignore the 5.46 and 1.04... that was the performance of the date under my mouse pointer when I screen captured it.

Sudah habis makan hari natal boleh berborak pelaburan lagi ...

Those are actually very good numbers. If you don't mind sharing, what is the underlying strategy?

P/s: in still waiting for you to belanja festive fruit cake.

Actually equal weighting is the simplest to calculate and implement.

Position size = Total value/number of funds

But it only works well when the components are lowly correlated and the portfolio well balanced.

Actually fact sheets only shows top 5-10 positions. There may be some small positions. But yeah, I think their view is that locals won't do well for the next few quarters. New investments will probably end up held in cash till MYR stabilises.

Anyway, since got a lot of Ms. Lee fans here, can consider the new Kenanga ASEAN fund. She spoke to us during IOP, and she's confident on performing within a 3yr timeframe.

Bro don't kantoi me like that la... UT is only part of the business la. But thats probably why I haven't con any sultan yet.

Anyway, not every FFS will show country and sector breakdown la.

unfortunately not. to do that you'll need a data stream, or at the very least a lot of historical data. should be quite possible with a Morningstar account.

Merry X'mas and a Happy New Year, everyone !

May you make many many monies in the kambing year.

Yeah, Kenanga ASEAN Tactical Total Return Fund. Might be good for regional exposure, without direct to Greater China and India.

Got promotion onot, you have to ask the almighty FSM.

Hold more cash! lol

Does the FSM platform allow you to build theoretical portfolios? And track past and live returns?

You can hold anything u wan bro .... I'm just thinking holding some cash positions, or in you guys case, money market funds. Bonds, especially EM bonds, will probably be a bit rocky for the 1st quarter until the March FOMC, when there is a clearer picture on rates.

MYR0.02 ~ USD0.0045

How cheap does it get during promotion ?

That's actually quite cheap, but that 1.5% savings isn't going to save you, if you're buying at a bad tine.

Maybe can do the kiasu pinky method. On the promo day, buy 100% equities, as soon as transaction goes through, switch all into MMF, and collect points/credits/life/mana/health and hope it doesn't dip below the 1.5% during the transaction period. Also hope FSM doesn't discount the points/credits/life/mana/health that they give for switching out.

I think right moment meaning today buy, tomorrow go up 10%.

You have to learn this master's high level kung fu.

Ngiam ngiam ngiam ...

I kinda expected this kind of high level kung fu to come from you !


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As a retail investor you have neither control over exposure, duration nor credit rating.

The rule of thumb when choosing a bond funds is : the bigger, the better. Corporate papers generally run at 5mio each. So default and liquidation risk can be minimised by sheer size alone.

If these are your concerns, skip this fund. Move on. There are many other fixed income funds out there.

I usually try to find funds that run 250mio and above, but I have purchased Eastspring Bond for a few clients, (about 100+mio) because the client was comfortable with its performance and CIO.

I am a con-sultan, but haven't manage to con any sultan yet.