Thanks will check it out

just curious, what got you to make the decision?

actually i do feel it's not the fund's fault. i had >8% IRR back in 2017.

but the market that KGF invest in, it's just not so great also. so now 4% only... SGIH

On the other hand I’m the opposite, don’t have much cash on hand to invest.

Let’s hope the market continue to climb up
China looks promising

too late to enternow?

ya lo, in my case I may just reduce or cut the dca for a while. but in long term generally it will be a loss of opportunity, IMHO.

yes, 30% - 40% actually, so i trying to make it more diversify, 80% of them are in China & US roughly

my MoM ROI is +2.39%

same too....Yesterday's NAV up alot too after few days of drops. hope it continued to be up...then HUAT HUAT CNY

I am quite heavy on China. Just recently got into some Tech funds.

Good morning,

Just curious to know do you guys do a daily checking on NAVs from your port?

Do you maintain a record ( eg exel ) to do your daily/weekly/monthly planning ?

rgds.

MoM status, just for "shiok" sendiri only....

Hari ini top up Interpac Dana Safi = RM 1,000.00 + United Global Tech ( MYR ) = RM 2,000.00

Early of the month already top up RM 5,000.00 into AmChina-A. ( NB: Min top up for AmChina-A is RM 5K )

KAF Tactical just maintain.

I am bullish on Mehsia ( mid cap ) + China. US exposure is so-so. Top up just to achieve % target in portfolio.

Xu'.

Ong Mali 
Huat Mali 
Heng Mali 

anyone start to pick up China?

just added an additional 5% of my portfolio to china
just added Reits another 2% to my overall portfolio

cash out 50% of on tech United Global Tech , still got 50% left
not sure why my friend ask me to cash out, but i listen saja la cash out end of April.

Tech - 15%
China - 22%
Asia Pacific Ex Japan - 18%
Reits - 18%
Malaysia - 12%
Cash - 15% <--- gonna slowly masuk china (not asia pacific) and reits

Asia-Pac does have some china as well so it is like almost 50% or more in china

My port for May gave up some of the gains made in April.

YTD TWR : 2.43 %
MoM Change TWR : -0.97 %

YTD MWR : 1.12 %
MoM Change MWR : -1.70 %

Underperforming market.


In May, China A-Shares & Greater China continues to be weak with little to no improvement. There is small sign of recovery but not sure can sustain further or not with so much speculation of taper coming from China & US.
Malaysia trending down in May, while US Tech recovered a little.
Precious Metals and Resources perform the best out of all the other funds in May, rallying about 6-7% in May alone. Less that 10% allocation in my portfolio only, so doesnt have much impact on overall performance.

No big top up this month until I can see further momentum. Seems to be 50/50 now as some funds are so close to the 200sma, some even fall below it.
Small top up in Precious Metals and AH Innovation fund.
Small profit taking in underperforming funds.

Because almost half of my portfolio is in China A-Shares & Greater China, I dont expect any substantial improvement to portfolio performance until there improvement in those markets.

Hi Sifus,

Can we actually make profit from parking facility, i.e. RHB CMF?

Yes, i put in some money for fun at  first. I think I was the first one who mentioned it here when I saw i found it cos I thought the name was cool .

So far not too bad, decent returns. Not as high as Global Titans which I started DCA a long time ago, currently up 19%.