Contradicting data from diff fund houses. Some gung-ho, some pessimistic. In the end, opinions are like ars3hole, everyone has got one. So, how do we retail investor do it? Go by the numbers.

And my numbers tell me to:

I) Neutral on small cap
II) Underweigh Large cap
III) Overweigh on corp bonds. (Avoid gov / MGS)

Xuzen

p/s The above are specific to Bolehland stocks nia.

Libra Asnita Bond... now before any of you all say, this bond fund return is very low. Always bear in mind a bond fund in a portfolio is to decrease the total portfolio volatility, given its return of around 5% p.a. with a volatility of 1%, it is one of the best bond fund in the FSM universe . Bond fund is not for you to create extra profit, it is to protect profit.

Wrt Ponzi 2.0 and Titan... read back a few posts. Already shared my thoughts liao.

Xuzen

Dunno leh. Last year I got one lunch invite by FSM but I didn't go. I think it was sponsored by RHB and Manulife if I remember correctly.

I am not sure bro. It should be for both.

Pinky not buying anymore?

normally when fill up form, where got pay attention to details 

Small cap of course!

For my main account, I switched out today:-

(1) from the RHB Asian Total Return Fund into "safer" local bonds. ROI was about 7.23%.  RATRF, I will be back for you in the future!!!
(2) half of my TA European Equity Fund into the TA Global Technology Fund. This is called itchy finger syndrome when we have nothing better to do.

Only 2 funds left with ROI above 10%. KGF at 10.01% and EISC at 13.23%. Majority of funds in the red.

For my secondary accounts, I bought some bond funds and also increased the RSP for the bond funds.

Waiting for 2nd Q. In the meantime, it is time to go back to ZZZ.

Pandainya engkau!

I am maintaning my asset allocation of:

i) Asia-Pac xJp @ 32.5% by proxy of Ponzi 2.0

ii) Large Cap developed market @ 42.5% by proxy of Titan

iii) Bolehland exposure @ 25% by proxy of Eastspring Small Cap.

Xuzen

p/s  In Ponzi 2.0 we trust!

Algozen™ is gung-ho on Malaysia again. I am increasing my exposure from 25% to 35%. I use ESISC as proxy to M'sia exposure. (KGF and ESI MyFocus is also good to go)

I am reducing Ponzi 2.0 from 33% to 25%. Ponzi 2.0 is still the best Asia-Pac xJp fund in the FSM universe.

The remaining will be in CIMB-Titan.

Xuzen

Hey thanks! Looks like it's really comparable to EISC and KGF. I am using my EPF to invest in Manulife (either Progress or Flexi funds) as the application is easier as compared to if I were to do it myself from FSM. In my own portfolio in FSM I am holding both EISC and KGF actually.