look at guy123 portfolio that is more than 3 years old. he literally ignored all the white noise and just invests in the race winning horses.

currently I am avoiding malaysia for unit trusts and soaking my feet in its market via dividend paying  stocks

I was there till lunch, listened to 5 of 8 speakers. It was an ok event. Learned some stuff. But really even the experts don't know how to forecast 2017. Some of the common themes:

- Malaysia has been red for 3 years in a row in Bursa, corporate earnings and currency. From a high of 100 billion foreign investment only 4 billion remains in Bursa. As such there is very little downside left in Malaysia, but lots of upside.

- They all keep stressing that even though Trump is a bogeyman, Asia Pacific Ex Japan remains to be the best emerging market to see equity capital growth over the next 3 years. Not much was said about Eastern Europe or South America.

That was the gist of the talk. I will try to go into more detail what each of the five people spoke about. Btw the Eastspring speaker changed, a lady who handled Kapchai for the past 6 years was the speaker.

i am very suprised that fsm have so many investor.....

This is what the Eastspring Small Cap manager said. She said at the start of 2016 they predicted 10% (!!) growth but it got even worse to negative equity growth. Some of this was caused by external factors i.e. MCSI downgrading Malaysia's share in the Asia Pacific index.

But the overall theme was that Malaysia got so bad in the past 3 years that it is hard to imagine it getting even worse, especially since on RM4 billion foreign monies are left within Bursa, so limited downside but lots of upside in that sense.

Sarawak here only got red pack  = =

Hello, so i attended the FSM outlook in penang last week and just opened up a FSM account.
I have no experience in investing in UTs yet as what i used to do previously was to hunt for the best FD rates, transferred some of my pay to SG as i was working there for a few yrs,  tried maxing out my EPF contribution every year and invested (bought and sold a few properties down the road).
I read this forum and a few guys over here have posted how your portfolio looks like and that has enabled me to have a gauge as to how i should create my UT investments.

Since a FM announced that most foreign funds have already left the malaysian market, do you think its a good time for me to invest in Malaysian focused UTs such as Affin Hwang's Select Opportunity Fund, Affin Hwang's Select Dividend fund etc ?

I think you have mistaken....
he mentioned "Affin Hwang Select Opportunity Fund"...without the word "Asia"

awwwwwwwwww adele you know me so well. *grins* Yeah staying away from malaysia for the time being until they get their shit together

famous? sg? must be ramjade, avangelice, xuzen, puchongite.. all these sifu sifu. forgive me if i left out more sifus like adele123, dasecret... who else...

I more glad that i am able to get 0.5 SC. Difference only one or two day, the promo SC spiked from 0.5 to 1.0

If that's the case allocate more into bond fund. Say 40% bond fund, get RHB Asian Income. Having this 2 combo will reduce your heart palpitations.  That's what I did for someone.

Alternatively, see the 4 funds stuff above. Easily replicated with UT. Less headache thinking which one to topup.
1 world fund (Eastspring or the Nomura -It's actually quite good according to Bloomberg)
1 Asia pacific fund
1 bond fund
1 REIT fund

If I am not mistaken, sifu wong only have 3 funds
1 developed world fund
1 developing fund
1 REIT fund

That was what I wanted to point out yesterday.
Rather disappointing.

Orange Colour = Nomura Funds Ireland-Global High Conviction Fund -> NOMURA GLOBAL HIGH CONVICTION FUND - MYR target fund
Blue Colour = M&G Global Leaders Fund -> EASTSPRING INVESTMENTS GLOBAL LEADERS MY FUND Target Fund
Pink Colour = Pioneer Funds - U.S. Pioneer Fund -> MANULIFE INVESTMENT U.S. EQUITY FUND Target Fund
Green Colour = S&P 500 Index
Yellow Colour = MSCI ACWI

I am not sure how bloomberg price in the currencies difference, because the M&G Global Leader Fund is in Pound Sterling

Any thoughts about this issue regarding india fund?
https://www.bloomberg.com/gadfly/articles/2...s-will-backfire

it will affect it but I'll wait for 1st February's union  budget announcement. I'll just switch Manulife India to US if they go through with this stupid tax.

http://m.economictimes.com/markets/stocks/...ow/56616907.cms

I personally want to give a thumb up to Mr. Harry Leong (CIMB Principal Asset) speech on the 14th Jan.
Although he is hard selling his Ponzi 2.0 and dragon fund, he did disclose how the fund managers actively manage the portfolios.

Examples :
- they have disposed Foxconn due to the poor sales of iPhone7. Increase exposure to Samsung (even though of exploding Note7 and washing machines) as Samsung has much more potential in other fields.
- visited an average of 400 companies per year before buying in their stocks.
- give details why they have invested in the companies.