In other words, RHB AM didn't sell the small cap stocks. But other investors dump those stocks for fear that RHB AM would do so.

That's interesting

If Malaysian FM all like that die lah

Local equity estimated return 3.47%
Everybody sells you KGF and EISC

1. Retirement
2. Children education
3. Wealth accumulation
4. Mas kahwin
5. Others (please specify)

So, Aladdin is ok?

Some stocks do well even when the economy is bad. Others perform badly even when the economy is hot.

We all know that many unemployed people go back to school during bad time. I guess many others also join Amway in order to earn side income. (Of course in the end they are poorer by a few hundred rm every month, while their uplines are laughing to bank.)

As UTF investors we don't pick stocks directly. The best we can do is to diversify and plan for long term.

This post has been edited by river.sand: Sep 12 2016, 09:02 AM

Pinky gets angry easily of late.
Better hang around Kuchai Lama bar and be pampered by Viet girls

Rebalancing doesn't always involve purchase/sale/switching. A minor rebalancing can be achieved via the mean of topup. Read Pinky's post #351 (above).

I am trying to search for fund info in Bloomberg. For that I need to enter the 'fund codes', e.g. Public Mutual Aggressive Growth Fund is KLAGGFI:MK.

From where can I get the list of codes for other funds?

No stock trading account.


Right issue will dilute per unit earning, but that's not an issue if the earning continue to grow.
The real headache is bonus issue if it results in odd lot.
Example:
You have 100 unit. Then there is 1 for 4 bonus issue. You get 25 units, which is an odd lot.

wongmunkeong sifu please help

This post has been edited by river.sand: Sep 19 2016, 02:45 PM

I have been investing in stock markets for years, but am still new to UT and still learning. This is what I think...

In stock investment, I would sell a stock under following conditions:
1. The stock is overpriced.
2. The company's fundamentals have deteriorated.
3. There are better opportunities elsewhere.
4. I need money.

Now, 3 & 4 are applicable to UT investment too.
On top of that, I would add the criteria explained by wong sifu in post #444.

As for portfolio re-balancing raised by Xuzen, I always insist that, first and foremost, we re-balance through top up. Only if this is not possible that we sell funds which are over-represented.

Wow... which asset management? Can get me in also?

Well, I would say it all boils down to your investment horizon.
If it's less than 5 years, ASx makes good sense;
If its more than 10 years, 6% and 10% makes a lot of difference.
(Between 5 and 10 is a grey area.)

Btw, Muslims these days love to talk about syariah compliant. I wonder if the 'assured dividend' of ASx is syariah compliant.

I thought you love to talk about text book topic Standard Deviation?
What are the SD and risk adjusted returns of those funds compared to ASx?

Disclaimer:
I have never invested in ASx. Don't shoot me.

You read my siggy, you know I am not exactly concerned with risk volatility, don't you?

But I know some of us here are very, very concerned about volatility. To be fair to them, let someone do the homeworks

Risk free return, something you repeatedly preach, is given by (one of the formula):

Sharpe Ratio = (investment return - risk free rate)/Std-Dev

Now, if Std-Dev for ASx is negligible, the Sharpe Ratio goes towards infinity

You are not practicing what you preach

Risk free rate is epf dividend 6.xx%.

KimYee™ indicators

Trader is the more accurate term.