just keep kap chai la bro. don't be like me. I see not good I go switch 6 months the road the fund NAV goes up. I kept shooting myself in the foot and this ain't the first.

first was ponzi 2.0
then it was Titanic

from there I learnt not to follow other people and keep rolling on ahead

keep it there and divert your investment somewhere else.

I used to have many overlapping funds. Thanks to some sifu here and Bro Xuzen. They all guided me to have a balance diversified portfolio.

Will do some reading and sharing frm other forum members too.

not a big fan of prs when I'm going to need that cash to buy myself a wife. my parents are already asking for one.

best comment to follow is from T33H on his risk ratio to percentage of the portfolio into each fund. I'm going along with that.

FSM Funds

Libra Asnita Bond.... (25%)

RHB Asian Income Fund. ....(20%)

Eastspring Investments Small-Cap Fund ...... (10%)

TA Global Technology Fund... (15%)

CIMB-P Greater China Equity .....(5%)

CIMB-P Asia Pac (ponzi 2.0) ......(20%)

Manulife India.........(5 %)

AmAsia REITs .... (5%)

I agree with this portfolio because it suits my train of thought that we should have a somewhat foundation in our motherland.

Wonderful portfolio. Will try to imitate this.

D main reasons I m heavy in KGF due to purchase via epf monies.

Cash were invested in RHB ATRF, Greater China, Amasia Reits.

I used to have Ponzi 1 and 2 but sold alrdy.

to me I always avoided Kenanga or big malaysia funds because my EPF is already investing in them. no point I diversify fsm portfolio when another investment of mine is already heavily investing in Malaysia.

something we need to consider too

How do u knw epf invested in these big funds? Really ah?

Then i should hav diversified into overseas exposed funds.

that's the thing we don't have any idea where epf invest exactly except through news media

As of 30/6/2016
http://www.kwsp.gov.my/portal/en/web/kwsp/...at-30-june-2016

As of 30/6/2016
http://www.kwsp.gov.my/portal/en/web/kwsp/...at-30-june-2016

now we need to see where this companies get their funding from too

Actually how do we interpret the holding percentage in the link?

Like what is the percentage of issue share means to the EPF investment portfolio? 

65.39% of Malaysia Building Society Bhd is relative to what in EPF?

Anyone can explain so that the info can be somehow relate it into UT holding context to understand the picture

Wow who reported my post just to share info on what EPF invest in.

you need to see where Kenanga fund funnels their funds to. most likely you need to read the prospectus and then cross check with epf's list of companies it invests in.

from there you will roughly know how much over lap you have when you have prs and epf in one go.

personally I find it counter intuitive when you have a fund similar to epf in a portfolio that will try to out performs better than epf annual returns

But I dont understand the content in the EPF link?

Mind explain to me?

Walao, everyone is making a move today. Then I also have to share my "trading" info from this morning. 

1.  Switched the excess profits from Ponzi 2 into CIMB Global Titans (top up).
2.  Switched from TA Dana Afif into TA Global Technology and TA European Equity Funds (buying back these 2 new unit trusts as part of my portfolio)
3.  Bought Eastspring Bond Fund (to switch later into Eastspring Global Leaders Fund).
4.  Topped up RHB Small Cap Opportunity Unit Trust and RHB Asian Income Fund.
5.  Bought RHB Asian Total Return Fund (buying back this new fund as part of my portfolio).

That's it folks. My 'minor' transactions for today.   

when was your last portfolio reformat? that's a huge overhaul. what made you do that?

think of this as the funds EPF invest in and what you see here is the portfolio of each fund it invest in.

mind you it's only top 30. I know epf has started investing in international equities.

But is the percentage quoted in the link means the holding percentage (which doesnt make sense since they are quite large and easily over 200% in total)?

That is the part I dont really understand about Percentage Of Issued Shares, how does this make it relative to the percent of holding?

But is the percentage quoted in the link means the holding percentage (which doesnt make sense since they are quite large and easily over 200% in total)?

That is the part I dont really understand about Percentage Of Issued Shares, how does this make it relative to the percent of holding?

Or the percentage means the amount of shares EPF hold in that particular holding?