"I" would go with my self imposed guidance......
if
3 yrs annualised volatility <5 (approximates allocation 25%)
3 yrs annualised volatility 5~10 (approximates allocation 20%)
3 yrs annualised volatility 10~12.5 (approximates allocation 15%)
3 yrs annualised volatility 12.5~15 (approximates allocation 10%)
3 yrs annualised volatility > 15 (approximates allocation 5%)
therefore "I" would allocate the allocation as ....
Libra Asnita Bond..........3 yrs annualised volatility 1.06 ...... (25%)
TA Global Technology Fund.........3 yrs annualised volatility 11.52 ...... (15%)
Eastspring Investments Small-Cap Fund..........3 yrs annualised volatility 13.54 ...... (10%)
RHB Asian Income Fund......3 yrs annualised volatility 5.85 ....(20%)
CIMB-P Greater China Equity............3 yrs annualised volatility 15.03 .....(5%)
CIMB-P Asia Pac (ponzi 2.0)..........3 yrs annualised volatility 9.6 ......(20%)
Manulife India.........3 yrs annualised volatility 16.38 ......(5 %)
just a note:
"I" may not have the same risk appetite as yours,...so the fund selection and allocation maybe different.
"I" want my portfolio to be able to stay intact when the little storm comes...
these 3 yrs annualised volatility % would have to be updated from time to time
overlapped funds coverage may create havoc to the allocation too...
"I" now want to go sleep....
Hi, thanks for your advise.
The portfolio suggested is great to reassure on what i had in mind.
To minimize single-country focused funds while having a diversified asian fund.
However, RHB AIF that have is showing RED only. i guess i just have to stick with it.
Also, having saying to update allocation %, i am looking into doing DCA every quarterly by topping up. Is that advisable?
Oct 25 2016, 11:53 PM
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