avangelice,

Your portfolio is too skewed towards Malaysia. I am underweighing Malaysia as of this moment for the following reason:

i) Oil price is very positively correlated to MYR. Low oil price = weak MYR.

ii) Poor sentiments (1MDB issue) not resolved satisfactory. Too much negative PR surrounding it. Govt is handling the PR matter poorly.

iii) Poor financial result reported by of most listed company on KLSE in the previous quarter.

Xuzen

FSM article@21 October:
https://www.fundsupermart.com.my/main/resea...Years!-7606

FSM article@14 October:
https://www.fundsupermart.com.my/main/resea...Domination-7585

If u rely too much on research and news articles, u will go crazy

My current portfolio is all high risk.

Eastspring small cap
Kenanga growth fund
Affin Hwang Dynamic Fund

pls elaborate this fund....
pls attach links
cannot see this fund from lists....

Sorry, this one :
Affin Hwang Select Asia (Ex Japan) Quantum Fund

Sifu Xuzen,

I m heavy in KGF and EISC using epf monies ard 50% of my portfolio.

so how? sell all and buy what funds using epf monies ?

only lately I withdrew epf monies to buy Titan ard 10% of my portfolio.

should I consider EASTSPRING INVESTMENTS GLOBAL LEADERS MY FUND?

any advise ?

This post has been edited by prince_mk: Oct 23 2016, 02:51 PM

I am going in Asia Pax ex Japan.
Sifus can share your preferences ?

Since KGF and Eastspring both invest in smallcap, can look at ASEAN smallcap.
Either Affin Hwang Quantum/CIMB-Principal ASEAN Total Return Fund (based on returns)

If you don't want Malaysia heavy, can look at Affin Hwang ASEAN Flexi Fund (only 7%)

From everybody favourite fund manager: (kind of old but still practical)
https://www.kenangainvestors.com.my/KIB/KIB...e_Interview.pdf

Keep in mind she said she is negative about local economy and positive on thailand and indonesia.

The edge said otherwise
http://www.theedgemarkets.com/my/article/i...alaysian-stocks

This post has been edited by Ramjade: Oct 23 2016, 02:47 PM

Hi guys. New joiner here. Haven't started investing any yet but have read most of the replies in the previous thread and seems like Asia ex Japan is heavily favoured now. Should I start with those?

Also, what is ponzi 1.0 and 2.0? I tried searching but can't find the real names for it.

Thanks.

Ponzi 1: Affin Hwang Select Asia (Ex Japan) Quantum Fund
Ponzi 2: CIMB-Principal Asia Pacific Dynamic Income Fund

Thanks a lot. So ponzi 2.0 seems to be very in line with the recent inclination towards Asia ex Japan? I've already favourited that fund and thought of buying some already, but the price seems a bit high now.

This post has been edited by botakbin: Oct 23 2016, 03:27 PM

Ponzi 2 is on steroid for the past few weeks.

Noted. Is it better to wait it out slightly or just put in some now and use DCA method when it drops?

If you want to invest lump sum, will suggest RHB AIF

IF you plan to DCA, Ponzi 2.0 is better

Btw how long are you going to invest?

"The most important advice I would give to anyone who hasn't started (be it man or woman) and is being held back is to starting investing now, but use a small amount.
Something you are comfortable with even if you suffer losses. It can be as little as one thousand dollars because that is usually all you need to start investing into a unit trust.
Then, as you invest, you will see how markets and such affect your returns and you will be able to learn from your experiences without suffering too much heartache compared to if you placed your entire life savings into the market and lose half of it in a market crash.
The key thing is you have to accumulate investing experience. No amount of prior reading up and accumulating of knowledge can compare with actual investing experience which can only be built up by using your own money to invest. You have to experience the emotional pull that comes from market ups and downs and learn how to handle your emotions during those times. And learning from mistakes made is the greatest teacher."
https://secure.fundsupermart.com/main/resea...SJBlog_20141031

Thanks a lot for the input. May I know what do you mean by how long am I going to invest?

I've read this too and I totally agree with it. Just want to get advice from all the experienced investors here before I start my journey. Will start very soon.

Do you plan to put it for just for like 1 to 3 years, quit while suffering some losses or reap profit once hitting a certain profit range?

Or do you plan to hold it for more than 3 years and just keep investing it until like retirement age or at least 3 to 5 years or more?

M'sian Small Cap funds...any takers for some sai lang?
New RM3bil fund proposed to invest in small and mid caps
http://www.thestar.com.my/business/busines...l-and-mid-caps/

Want to ask that opening account, is thru online download the form or can direct go to the FSM office and issue and submit form?

I will travel there in next few day