Anyone got a feeling a correction is coming ?

LOL higher the risk greater the returns.....yeah but those countries are a little spicy

wow ...while waiting for sifu's input just my 2 cents
If your target is to have a moderate to a balanced portfolio, its always good to have some bonds to weather risk off times.
All funds . sectors and regions go through cycles...we invest, not trade unit trust.

I have been ignorant about this topic, maybe someone can help me? What does Class A signify when stated as such on the UT?

Moved half of my malaysian equities to Vietnam

Not in FSM 😛

I am not in any way suggesting anyone to do the same. I already have a portfolio on PM spanning close to two decades. And its short sighted to say that someone would invest into this fund based on the return of this year alone. Its about tapping into the potential of Vietnam. Whether you believe Vietnam have a growth rate far exceeding Malaysia on the long run.

This post has been edited by killdavid: Dec 17 2020, 11:59 AM

Yes, it there is one in FSM I would put my money there too. But now PM is the only option available to me and it was time to rebalance. So the choice was made.

Many investors fleeing US bonds. There is a sense of feeling that bubble will burst

“The goal was to restore liquidity to the credit markets,” Yardeni said. “They are clearly functioning well again. If the Fed persists in flooding the markets with liquidity, the risk is that the Fed will create the greatest financial bubble of all times.”

https://www.cnbc.com/2020/06/22/the-feds-co...bble-fears.html

Feds pumping money into bonds and ETFs to prop up the economy. They are pumping money into companies that are walking dead. Do take note of another new stimulus package soon to be approved. More money printed

Bond yields are damn low, and USD going to lose value. If you hold US bonds in USD denominations .....run.

This post has been edited by killdavid: Dec 18 2020, 03:17 PM

For sure. This is just a source that i search to show you guys.
But I have been watching lots of invest manager interviews all pointing to stay away from US bonds ....could also explain why offshore investors looking for bonds like malaysia where there is attractive yields

Guys with funds having holdings in alibaba, good time to top up

Just my 2 cents, I am super cautious at this point about US in general. Markets are up just because of the money printed. Not due to stong earning. And many big investment managers are talking about profit-taking and rotating to the current extremely undervalued sector: commodities.

This post has been edited by killdavid: Dec 28 2020, 04:09 PM

Like i said when everyone is doing it, then you have to be really scared. The big investment managers might rotate leaving retail investors in the dust. Remember late 2018.

I remember it well and was also pointed out in your article. Big fishes roated away from FANG looking for value stocks.
"All the year’s gains were erased on Nov. 20. Although tech stocks were behind much of 2018’s market growth, concerns over subdued earnings and regulatory fears led to a sell-off of large tech companies. "

Nah, i am not invested directly in stocks, just keep invested but save some cash at hand for opportunities.

Since you have the capital, Affin Distruptive technology fund

Eastspring Dinasti was my pick.

Both are already on the way up after the overreaction. These days you really got to be fast, but its not too bad cause we are not buying stocks but timing our dca

Guys FSM app now got add to cart function. Any one used app to top up before?

Nah, i think you guys are over reacting and you have been focusing on the wrong part.

"Your activity of giving investment advice is likely to require a license under the CMSA, if that activity is considered as carrying on a business"

I am not running any consulting and i am not affiliated to any Fund house. Bragging on stock picks is not a crime, just makes you an a$$hole
If someone is affiliated to FSM *wink**wink* and has been giving advice or promoting certain funds then care should be given

This post has been edited by killdavid: Dec 30 2020, 08:54 PM