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 Fundsupermart.com v15, 基金超市第十五章 - Rise the Dragon

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tmc
post Sep 22 2016, 03:43 PM

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I have a portfolio in this proportion :-

1. CIMB-Principal Asia Pac Dynamic Income - 25 %
2. Eastspring Inv Global Emerging Markets - 25 %
3. Kenanga Growth Fund - 25%
4. RHB Asian Income Fund - 25%

Anyone care to give some comments on it ?

Any recommendation how I should re-balance or add new fund ?
tmc
post Sep 22 2016, 08:20 PM

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QUOTE(Avangelice @ Sep 22 2016, 03:53 PM)
you got an aggressive portfolio there.  75% equity 25% balanced fund. you have more room to diversify your investment especially buying funds investing in US and Europe. yours is Asia centric.  so no need to rebalanced unless... you need to answer these questions.

How long did you invest in this portfolio? do you have the appetite to higher higher risk? what is your investment goals? do you want to play it safer?
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Hey thanks for the info.

I got misled by the name, item 2 ".... global emerging market". Apparently it is still primarily Asian focus ?

Any example of US & Europe based funds ?
tmc
post Sep 23 2016, 09:53 AM

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QUOTE(Avangelice @ Sep 22 2016, 09:14 PM)
this fund is a broad spectrum fund that invests in international emerging markets. I am not saying this is bad though. check the prospectus buddy.

oh to answer your question you can look into TA Europe, Global titans fund, ta global
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For this moment I am not convinced that TA Europe, Global Titans and Ta global are better than Eastspring Inv Global Emerging Market.


tmc
post Sep 23 2016, 10:33 AM

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QUOTE(xuzen @ Sep 23 2016, 09:58 AM)
Pray tell good sir, how did you come to this conclusion? On what account is this assertion made?

Xuzen
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My humble judgement based on this chart.

Attached Image

TA global is side by side.
tmc
post Sep 23 2016, 11:28 AM

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QUOTE(Pink Spider @ Sep 23 2016, 10:39 AM)
1stly, charts like these mean nothing if not read in the context of economic conditions affecting the underlying markets.

2ndly, this is just a 1 year chart.

3rdly,
1 is a GEMs fund
1 is focused exclusively to tech stocks
1 is focused exclusively to Europe
1 is focused exclusively to US, Europe and Japan

This is like comparing apple from gerai Muthusamy, banana from gerai Usain Bolt, pineapple from gerai Ali and papaya from gerai Pamela. 4 different fruits, compare what? doh.gif

Eat apple during apple season, sure sedap
Eat banana during broken banana bangwall.gif  season oops I mean when banana is over-ripe, sure taste like sh*t
Eat papaya when it's just nice, of course sedap devil.gif
Eat pineapple when u have sore mouth ulcer, u mad? shakehead.gif
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Sorry. East spring inv emerging market is a Gems fund ? I must have missed something big. I need to revise my investment.
tmc
post Sep 23 2016, 11:42 AM

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QUOTE(Pink Spider @ Sep 23 2016, 11:30 AM)
Bro, it's understandable for most investors to not read the bulky prospectus from page 1 til the end (though it's not the right thing to do), but at the very least read the monthly fact sheets occasionally and briefly glance through the crucial parts of the prospectus prior to investing.
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No. I misunderstood. GEMs as in global emerging market as OK for me but not Gems as in gemstone etc. wink.gif
tmc
post Sep 24 2016, 06:02 PM

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QUOTE(David83 @ Sep 24 2016, 04:05 PM)
A turning point for emerging markets

Franklin Templeton: Emerging markets can sustain outperformance, driven by valuations and potential growth factors

URL: http://www.thestar.com.my/business/busines...erging-markets/
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My question now is when to get out of emerging market.
tmc
post Sep 24 2016, 06:05 PM

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QUOTE(max_cavalera @ Sep 24 2016, 09:23 AM)
Nice.

My kenanga growth fund feel sluggish...😣

I only have 8-10k there but my wife have almost 30k in there...

Hopefully they catch up the return...
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What is the reason for it's recent sluggishness ?
tmc
post Sep 24 2016, 06:17 PM

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QUOTE(T231H @ Sep 24 2016, 06:15 PM)
hmm.gif maybe the answer is the performance of the equities market of the country that this fund are mandated to focus on are not doing well compared to others?
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Any relationship with 1MDB ?
tmc
post Sep 24 2016, 06:24 PM

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QUOTE(T231H @ Sep 24 2016, 06:19 PM)
hmm.gif
how long had this 1MDB story been going on?
how long had this sluggish performance of this fund had been?
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There was a major dip for KGF somewhere sept 15.
tmc
post Sep 24 2016, 06:29 PM

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QUOTE(T231H @ Sep 24 2016, 06:08 PM)
hmm.gif
if you are a trader, some would suggest to 1st determine your profit/lost target in %?
if you are a long term investor, some would suggest determine your required % of allocation...sell off excesses?
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Not looking for internal reason to sell off. Looking for external reasons to sell off and invest in something else. devil.gif
tmc
post Sep 24 2016, 06:49 PM

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QUOTE(T231H @ Sep 24 2016, 06:30 PM)

hmm.gif then anytime also can be a sell off date.....there are a lot of external reasons be it good or bad ones....  biggrin.gif
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Thank you for being patience with me. icon_rolleyes.gif
tmc
post Sep 29 2016, 10:04 AM

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QUOTE(tmc @ Sep 22 2016, 03:43 PM)
I have a portfolio in this proportion :-

1. CIMB-Principal Asia Pac Dynamic Income - 25 %
2. Eastspring Inv Global Emerging Markets - 25 %
3. Kenanga Growth Fund - 25%
4. RHB Asian Income Fund - 25%

Anyone care to give some comments on it ?

Any recommendation how I should re-balance or add new fund ?
*
Plan to rebalance to make it in this proportion :-

1. CIMB-Principal Asia Pac Dynamic Income - 20 %
2. Eastspring Inv Global Emerging Markets - 20 %
3. Kenanga Growth Fund - 20%
4. RHB Asian Income Fund - 20%
5. TA Global Tech - 10 %
6. Eastspring Inv Global Leaders MY Fund - 10%

Any comments ?
tmc
post Sep 29 2016, 10:37 AM

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QUOTE(yklooi @ Sep 29 2016, 10:21 AM)
It is much better than mine....just go with it for 3 yrs.....it between now and then...if u dun like it...just tweak abit....there is no fix rules....ea persons needs n priority in investing mvay chage overtime.....
there was tis quote...It is not how much 1 can make in a good period but how much the portfolio can stay intack during the bad time that is the key.....
...
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Words of wisdom here, as it seems recently every fund is a good fund, just about when I feel I want to move out from KGF, it goes up and that makes the RHB Asian Income the least performing fund.

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