Your initial charts based on equal weighting throughout...

must be my overweight on Eastspring GEM and underweight on bond funds dragged returns. RHB Asian Total Return has been wonderful in recent 2 years

*double post

This post has been edited by Pink Spider: Dec 24 2015, 01:56 PM

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

Ok....
Pink, what is your take on that?

Mind telling us what is the blue and green lines on the chart? And the 5.46 and 1.04

Quite close to my actual returns.

My actual rolling 12-months return currently stands at 11.8%

Historical rolling 12-months returns:
Highest: 17.86% for Oct-14 to Oct-15
Lowest: 2.81% for Sep-13 to Sep-14
Average: 8% (started computing rolling 12-months return since Feb-14)

I'd say yes, MYR/USD action plays a large part in my portfolio returns spike in recent times.

And also thanks to Jibby and his 1MDB saga's effects on KLCI.

What take u want me to take?

This post has been edited by Pink Spider: Dec 24 2015, 02:02 PM

2016 ── A Year of Opportunities or Challenges? .....December 24, 2015
2015 was a turbulent year for markets, and investors may wonder how will markets perform going into 2016? This article will explore and analyse from different perspectives our outlook for the different markets in the new year.
Author : Fundsupermart.com

http://www.fundsupermart.com.hk/hk/main/re...articleNo=10987

Registered for this?
Unit Trust Investment Fair: What and Where to Invest in 2016
http://www.fundsupermart.com.my/main/resea...st-in-2016-6645

the take had been taken on your post above.

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.

Friend, if like dis ar.... this FSM thread will never reach ver 12 lah!

Xuzen

Mine consist of three equity fund (Titties + Ponzi 2.0 + Small-cap) + Money-Mkt
Mine is 12.5% rtn with vol of 4%.

Back testing: worse it ever went south was -3% (during the Q2-2015 China equity fiasco)

Xuzen

This post has been edited by xuzen: Dec 24 2015, 03:05 PM

Just viewed Ponzi 2.0's November fact sheet. Still ZERO exposure to Bolehland. Shows how negative regional fund managers are on Bolehstocks

This post has been edited by Pink Spider: Dec 24 2015, 03:16 PM

Why Christmas Eva also so active here... no life meh! Go celebrate/enjoy with family la...

Don't celebrate mah...
Who is Eva

Awaiting Santa Rina

Too canggih for me already

My source code for the file is open, maybe some sifu can add it to my latest version or release the codes then I'll just merge to the file & share

+1 let's enjoy tonight

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.