Yes as I'm holding small % now

which fund is referring to ponzi20?

Jus a nick name....refer to page 1. ....post 12

Doing good the fund this year...

Yup reits fund very good this year

It is not REIT fund doing well, it is just the pure growth equity funds are doing bad this year.

In a normal growth cycle of the economy, the pro-growth type UTF (let's call them the Usain Bolt type UTF) would leave the REIT UTF far far behind. It just so happen for this year, the Usain Bolt type UTF are on MC.

The Reit type UTF is like your typical uncle Maniam going to the Taiping lake garden for a healthy slow jog / brisk walk in the park. Slow and steady and without much excitement exertion.

Xuzen

This post has been edited by xuzen: Jun 4 2016, 09:30 AM

Hi xuzen, agreed. Its good to have some of these healthy jog funds decent return in slow economy. Same applies to reits stocks

Portfolio inching up... good to see this...

This fund is a slow crawler.

Some suka slow-poke wan...

I didn't say it's a bad thing. I got similar fund in PRS portfolio, just decided to dump it.

after you dumped Ponzi 2.0...
how much % allocation in yr portfolio for Asia X Jpn?
the redeemed value from Ponzi 2.0 will moves into where or what fund(s)?

U must b very happy

Haha... a little lor. But this portfolio is for at least 20 years to go..

AmAsia Pac REITS...

Any advantage in buying at current market?

Interest rate hike and all?

Just updated the latest may 2016 figure.

On my side, overall return is still slightly lower than last year closing. Any 2nd half prediction guys? Which performance will do well, which will go south?

things to watch would be 'brexit' and 'grexit', rate hike in june which is this month, opec news which you should be hearing around now. I guess those are the big big things happening right now.

i have no predictions to give, all I can say is, hope i have enough covered for the volatility that will come about.

You planing buy big amount or just regular top up?

I dont hv crystal ball bro....

My current portfolio still not as good as mid last year..

I never really like REIT. So might trade on it.

On the other hand, my HK/China and SEA exposure are still low. Below 10% each. Topped up my EI small cap earlier hence my MY exposure is high at 25%. Hence got space to leverage up the other region..

That's why asking I should buy in the fund. That's why seeking advice what advantage the fund have?

Volatility? I don't track volatility.

Hmm I have to see that too.

This post has been edited by TakoC: Jun 4 2016, 04:05 PM

what a coincident ...just found this....(here is a concise)

3 upcoming market events and what investors can possibly do about them.
...... Fundsupermart.com June 3, 2016

A Possible Fed Rate Hike Soon…
The United Kingdom's European Union (EU) Referendum: "Brexit" Or "Bremain"?
MSCI's 2016 Review – China A Shares To Be Included?

What Can Investors Do?

At Fundsupermart, we advocate investors not to speculate or trade too actively in the short term when managing their portfolios in response to headline news and events. As highlighted in last week’s “Idea of the Week”, markets tend to be volatile in the short term, hence making knee-jerk reactions all the time may end up to be detrimental to one’s portfolio. Having adequate diversification is vital as one can minimise concentration risks. Other than remaining diversified across asset classes and geographic markets, investors can also go for defensive strategies (like long short funds) for equity markets that are seeing relatively-stretched valuation levels (like the US and Europe).

With regards to the Fed’s tightening policy, one can go for regions and markets that sport more attractive valuations, as markets that sport lower valuations provide a “margin of safety” for investors, helping to minimise the effect of a rise in the risk-free rate. Doing as such also places a long term investor in a favourable situation of allowing valuation multiples to revert back to where they are deemed fair – as multiples tend to revert to their averages across time. For our take and views of the various markets under our coverage, investors can check out our Star Ratings!

for more details on it....read...
https://secure.fundsupermart.com/main/artic...6-Jun-16--11553

Ok. I will follow Sifu xuzen advise. I had been stop following this thread since few mths ago when all funds in bloody red. Time to switch.

Thanks.