if she daily maintained the 10% holdings,...buy while others are selling.....
every 1% she add or sell will be in USD xxx millions....
thus depends on who the "news reporters are"....they could just write "Wood is buying XXX millions of Tesla yesterday & today.....something is brewing that we don't know of?"

some maybe tempted to follow too.....

the NAV i bought in is >10% higher....talking about 'timing"
happened numerous times already....

transaction date stated in the email is 9 Mar

you are lucky you got at 10% Cheaper than mine


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so your port has no US/Europe/Global/Technology funds?
as these funds are usually heavy in US, thus you will not have some knowledge of the mkts direction..

i guess they looked "at fundementals vs sentiment before deciding when to invest" too
for as at 28 Feb 2021,...(that is 10 days at the start of the rout)
yet, they are still HEAVY in China....
both are unconstrained funds YET they are still >40% in China.

This post has been edited by yklooi: Mar 10 2021, 08:08 PM


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It is a fund that if you trust the skill of the fund mgr and the compiled investment data n risk analysis of that fund house,.. Then just put min 100k inside and let the fund mgr do the rest.

The fund does not hv mandates so it can invest in almost anythings or anywhere....
The FM will be eager to hit certain target... For anything above a threshold, the FH will get 20%

This post has been edited by yklooi: Mar 10 2021, 08:29 PM

no need to feel the time,...if just simply look at the performance charts of Arkk or Global Disruptive innovation funds for the past 1 year,...you will see the "abnormal" steriod & Viagra plotting....
a normal few years investment novice (like me) could see and ask oneself...."where can sustain one?"
if just for some fun and for some blood pumping adventure ....can just buy a few % or % until the heart can take it without impacting other asset allocation or overall portfolio performance

just like some people go into abit of Bitcoin...just for the "blood pressure action"

my moderately aggressive portfolio's reading was
31 Dec 28.61
29 Jan 31.02
26 Feb 30.33
11 Mar 31.35

Emerging Markets bond funds holders....just a note...

Rate hikes coming to emerging markets
Alarm bells are starting to ring across emerging markets as countries brace for a new era of rising interest rates.

After an unprecedented period of rate cuts to prop up economies shattered by Covid-19, Brazil is expected to raise rates this week and Nigeria and South Africa could follow soon, according to Bloomberg Economics. Russia already stopped easing earlier than expected and Indonesia may do the same.

Behind the shift: Renewed optimism in the outlook for the world economy amid greater US stimulus. That’s pushing up commodity-price inflation and global bond yields, while weighing on the currencies of developing nations as capital heads elsewhere.
https://www.bangkokpost.com/business/208391...debt-at-records

another mumbering time...
(just ignore if cannot tahan...)

since 2 weeks ago, i had moved about 25% from 'safer" asset to China and Tech funds
reason being wanted to catch up some lose in EPF rate.

During this 2 weeks, realised my portfolio seems to be moving +/- in RINGGIT terms per day at a pace that is "NOT so emotionally" accepted to me...currently is still ok,...just scare that if the market bulled later and the sum became larger,...than the +/- in RINGGIT terms will be more.
the % of daily volatility is still acceptable, just the value in RINGGIT seems not so pleasing to see

was thinking of moving some (hiding some) of the invested money to SAMY or Managed portfolio,....HIDE is to make the value lesser so as not to see the bigger numbers....

currently wanted to compile the SAMY risk index so as it will reflect in regions/countries basis....

This post has been edited by yklooi: Mar 16 2021, 08:16 PM

thanks for highlighting...
any idea where can get the historical total gain (total dividend received + total price growth) of these stocks?...
preferably on YTY basis......

just to compare if holding these few stocks is "better" than those professionally managed one

i am of abit optimistic view,...don't follow me

looking at the chart,....the 3 China funds that you held seemed to have found a little bottom since 9 Mar ......
as shown in the chart, it moved within a range instead of the falling trend from mid Feb to early Mar

since March, i had increased my China related funds by about 30% of portfolio value Currently at 68%.....
Go BIG or Go home.... don't follow me...i had been wrong many times before


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just checked,...the price is until 19 Mar 2021 only,
the 22 Mar NAV not just displayed....


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will the current mkt rout rumblings be a precursor to a better time to be next few weeks ??


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In fsm, you can select the type of etf and allocate the weightage to it your self... But in stashaway the ETF and its weightage are preselected for you.....

You may not like some of the preselected etf or its weightage allocated to those that you liked...

try this from SA??

Why Government Bonds, Gold, and Tech Stocks are Down
Freddy Lim . as published on 25 March 2021
https://www.stashaway.my/r/government-bonds...ech-stocks-down

i don't have so much fire power to buy every week....
my plan is only top up equivalent amount when it hit -20% so as to help it recover 10% of it losses.

here is my current YTD ROI and % of allocation...

btw, as mentioned before, i am moving some % of my DIY to Stashaway.....
the current market volatility had somewhat impacted me....not due to the % of ROI movement but due to the amount of $$ movement...which makes me feel not comfortable....(as each 1% can be substantial for me)
thus my plan is try to "HIDE" some % of my port to SA so that the value in my DIY port is smaller.....less impact on the $$ movement....some may call it cheating oneself

This post has been edited by yklooi: Mar 26 2021, 11:14 AM


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try this
https://www.stashaway.my/

there is an active thread about Stashaway in LYN too.
StashAway Malaysia, Multi-Region ETF at your fingertips!
https://forum.lowyat.net/topic/4750563