Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed

Outline · [ Standard ] · Linear+

 Is this a diversified Unit Trust Portfolio?

views
     
wodenus
post Dec 25 2016, 07:02 PM

Tree Octopus
********
All Stars
14,990 posts

Joined: Jan 2003
QUOTE(contestchris @ Dec 25 2016, 12:29 PM)
I already have Cimb titans listed above. I was thinking more about the RHB US Focus Equity Fund since it is focused on small cap companies and should likely improve next year with Trump. TA Global Tech is a sector fund and seems quite risky.
*
REITs are sector funds too.
wodenus
post Dec 25 2016, 07:25 PM

Tree Octopus
********
All Stars
14,990 posts

Joined: Jan 2003
QUOTE(contestchris @ Dec 24 2016, 10:46 PM)
Ok guys, is this considered diversified enough?

CIMB-PRINCIPAL GLOBAL TITANS FUND
TA EUROPEAN EQUITY FUND
CIMB-PRINCIPAL GREATER CHINA EQUITY FUND
CIMB-PRINCIPAL ASIA PACIFIC DYNAMIC INCOME FUND
RHB ASIAN INCOME FUND
AFFIN HWANG SELECT ASIA (EX JAPAN) OPPORTUNITY FUND
EASTSPRING INVESTMENTS SMALL-CAP FUND
KENANGA GROWTH FUND

I don't have a USA fund, was looking at the RHB US Equity Focus Fund but decided to get the European one instead. All of them are equities except the RHB Asian Income Fund which is a balanced fund since I am relatively young and fully understand the concept of risk. But at the same time I just want to be prepared, that should the market take a turn for the worst (be it Malaysian market, or region-specific, or global), I want to be able to switch these funds to Bond or Money Market funds.
*
Personally my advice would be don't switch. You are young, you can wait out the recession (which only lasts one or two years anyway.) In a global recession, you should buy more units of equities because they are cheap. DCA is perfect for this.




Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0167sec    0.45    6 queries    GZIP Disabled
Time is now: 13th December 2025 - 01:20 AM