QUOTE(hong823 @ Aug 20 2018, 03:50 AM)
My portfolio:
TA Global Tech - 55%
KGF - 19%
CIMB Asia Pac Dynamic MYR - 14%
Eastspring Dinasti - 11%
I felt my portfolio is too much overweighted on Tech sector, since Dinasti and CIMB Asia Pac is also holding much Tech stocks.
I'm thinking to switch out some TA Global Tech to some other fund is a little diversify it.
Despite all these news mentioned Tech sector is too expensive i still get a relatively stable +/-5% YTD for TA Global Tech and the rest is just red since Feb 2018.
Any recommendation?
I have been holding TA tech for the past two or three years. I am happy with this UTF.
In my personal port, right now I keep skimming profit from it and put it to M'sia KLCI exposed UTF [ some people use the term " rebalancing " ]
QUOTE(ChessRook @ Aug 20 2018, 09:59 AM)
Am I correct in saying this, the reason why global stocks like United global, ta Global technology, etc are doing well is that these stocks are weighted heavily in the US. And the US stocks are doing the best compared with other stocks around the world.
Last year China stocks are going bananas up but thanks to you know who, this year all the Asian stocks including China are in a whirlwind.
Yes, yes ! I agree with your statement. How perseptive of you.
US NASDEQ naik as well as USD naik makes TA Tech an Ultimate UTF on 'roid.
Xuzen