then planning to move Aberdeen to where NEXT then?

United Global seems to be a good place to go
Even Managed Portfolio buying that

Purely as open discussion, only left
Titanic Fund
Templeton world balanced fund MYR (in Managed portfolio) but this is a wholesale fund.

I only have 4-5k of Aberdeen (Aladdin for you old folks). So, maybe my choices are limited?

What do you think?

the below looks like a candidate worth looking into....

CIMB Principal Greater China Equity Fund still bleeding red

Should switch?

what? this is one of the best performance fund post-dip

i guess he did not notice how much % that fund had recovered from the dip on 9 Feb...

how much % of this greater China regions are in your port?
can consider reducing the allocation to this region if you feel it is too hot for comfort...

periodic markets dips are good for one to review one's emotional standings on one's portfolio allocation

it recovered 2.5% and still moving upwards.

Attached image(s)

Today up again . 1%?

expecting 23 NAV to drop bcos mkts dropped alot on 22
expecting 26 Nav to rise bcos mkt upped alot on 23

More accurately should be:

Portfolio drop on 23rd with 22nd NAV, due to market dropped on 22nd.
Portfolio rise on 26rd with 23rd NAV, due to market rises on 23rd

This accurate.

hi all sifu, had been in FSM since 2016, my latest portfolio is 95% EQ, 5% EQ.. my portfolio is very asiapac-centric.. (as beginner, so only buy UT with the good history, luckily the ROI easily beat EPF)

Ponzi 2.0 50% .. I further top up during the Dip on last dec and this Feb, thus the allocation had been exceeded..
Ponzi 1.0 5% --- > not performing, the fund performance had been yoyo from the peak for ROI 1x% to now single digit)
Affin Hwang Select Bond 5% ---> outperform by FD/ ASNB
Cimb greater china 10%
Ta global 7.5%
Eastspring Emerging market Fund 10% ---> not performing (i guess i enter the market when it's peak, currently in red)
East Spring Small Cap 5% --> not performing
Cimb Global Titan Fund 7.5%

I do hold ASNB (as much as my FSM portfolio) as FI, thus i plan to go full equity in FSM. Would like to Add KGF into my portfolio, KGF good to go in now?

This post has been edited by ivzh: Feb 23 2018, 05:41 PM

Another positive week... last week was positive too... most portfolios' YTD would be returning to positive... unless, of course if there were huge top ups in mid Jan.

If the rebound continues next week, Feb could be a positive month too... huat ahhhhh.

Buy the dips... buy the top dogs.

Diversify more to ASEAN if Greater China (& South Korea) is too hot.

Cheers.

PS. 'top dogs" = top funds = popular funds that were talked about in this thread.

That's the idea... don't waste money and spend it on FI funds... take some risk with some money and spend/invest it wisely for long term efficiency usage of investment money.

Often people lost the plot when they were talking about FI/equity ratio, and forget to look at the bigger picture that FD, EPF and fixed-price funds that are available to us are "fixed income" too.

Manage Portfolio buying United Global Quality MYR Hedged?

if yes, then it is the 3rd time their action is same with me, but much slower than mine.

Few months after i bought Nikko Sg, then they switched in.
Few months after i bought Amcumulative , then they switched in.
1 month after i bought United global quality, then they switched in.

Actually how to check % against the date? Sorry I'm still new

Not more then others ~10% only

Agree, it take me some time to acknowledge and "feel" it thou, I start FSM with 30% FI and 70% EQ, slowly rebalance it to nearly full EQ..
Tried Managed portfolio, the DIY portfolio return seem more lucrative.
anyway, i m still a beginner in UT, so have not experience market crash as all sifu here.

plan to switch my ponzi 1.0 + Affin Hwang Select bond to Cimb ASEAN, any comment?