Any single-country fund would be more volatile than a multi-country fund.

Cool but people should stop saying that FD < inflation. FD is only < inflation is you aren't really smart.

That's why I said.. if you are smart, your nasi lemak is really cheap really tired of people complaining FD < inflation when they mean FD < can't live like a king

This post has been edited by wodenus: Feb 7 2017, 11:18 AM

http://www.tradingeconomics.com/malaysia/inflation-cpi

Inflation has gone up a lot

This post has been edited by wodenus: Feb 7 2017, 02:00 PM

My nasi lemak has gone down. Kuih also.

Have we gone a little off topic lol.. if you guys are really interested we can set up a thread to see how we can all have cheaper nasi lemak and kuih

This post has been edited by wodenus: Feb 7 2017, 08:51 PM

Where can you verify his track record? didn't that guy have a site with lots of ads on it?

Should include the 2% commission perhaps.. then you can get a truer picture? also you want to add those figures up and see how you are doing overall.. and yes traditionally developing countries usually do better than developed ones.

This post has been edited by wodenus: Feb 7 2017, 10:10 PM

Yea.. online chat available, phone number available.. but you are posting here and waiting days? lol

Yes should be ok. But after that you can't take out any more.

Do you want to have that much in one fund? still it is a free lunch

Well good for you then if you think that's the best strategy.. it's a pretty good fund by the looks of it.

Not all of them.. they take on a lot more risk though, because investors can afford it this doesn't always turn out to be more rewarding, but sometimes it does.

They are shorting EM and US, buying China and Malaysia.

This post has been edited by wodenus: Feb 8 2017, 06:03 PM

Well they are sick and uncomfortable.. so I guess that's pretty par for the course if you're a GP.. medicine isn't bad, I have friends who are surgeons and some doing research.. but GP is.. GP

We will turn into Singapore then, and may have to do what Singapore does. But here's hoping..

Whether or not it's a hedge fund is a matter of semantics. They have performance incentives, so it's not a hedge fund according to US law. They are a sort of mutual fund/hedge fund hybrid. They are betting big that Trump will kill the US economy, and EM will be affected the most by his policies.

They stand to make a lot of money if they are right. It's a fairly valid strategy, the large buy-in and minimum reduces churn so it's probably a lot less volatile. If you think there's going to be a crisis, you're probably going to be in that fund, because as it stands, they are going to profit big time if the global economy crashes these next few years. If not.. you're going to be in for a long time, and hoping they don't fold in the meantime

Of course, I'm only looking at their monthly fund sheet so I wouldn't know what they're planning next month or the month after that, but as of last month they are betting on Trump to cause a downturn and take the EMs with them.

The catch it that it's pretty expensive.. 2% of Rm100,000 is someone's monthly salary

This post has been edited by wodenus: Feb 9 2017, 10:58 AM