Finding a fund that hold a company doing AI and I think Nvidia + ARM architecture might come out somethings special in future

Millions rush into bullish China stocks, euphoria spills into Hong Kong
Wednesday, 20 Jan 2021

Chinese mom-and-pop investors are stampeding into the stock market for fear of missing out on the bull run, with more than 1.6 million share trading accounts newly opened in December, doubling from a year earlier, latest data shows.

Mainland euphoria is also spilling across the border, with a record amount of Chinese money gushing into Hong Kong-listed stocks such as Tencent Holdings and Xiaomi Corp via the Stock Connect trading scheme.

The number of Chinese individual stock investors rose 11% on year to 177.4 million at the end of 2020. During each of the past 10 months, more than a million people opened trading accounts, data from China's securities clearing house showed.

https://www.thestar.com.my/business/busines...-into-hong-kong

previously someone mentioned that, when mom & pop, uncles & aunties goes to stock mkts and made money,.....it is time to get out....  

or you gonna

"You fish where there are big fish. And you invest where there are great companies," Richard Pan, portfolio manager of China Asset Management Co (ChinaAMC), told a roadshow late on Tuesday to promote investment in Hong Kong stocks.
 

i also feel the same way when ppl jump/run/swim to buy AI. but they gross 90% last year. (RHB)

how?

i work in the construction industry and most developers have freeze new projects.

launch also no buyers. and if they sell 10-20%, they cannot make it. they have to fork out from pocket to move the project.

so yeah, construction and development no go for me atm. (my personal opinion only, dont sue me)

Hi all, just a quick newbie question, if we want to switch fund, we should look at the switch fee on original fund or target fund?

Didnt know this. Nvr switched b4 but i got the impression will kena once only at non-target level just like there is no double charging of mgmt fees haha

u all pandai seeding doubt in others ya. hahaha

Hi All Sifu,
I bougut last year (follow my FC advice)
1) Principal Greater china, as per today 55% gain
2) A Hwang AP ex Japan Dividen Fund - 29% gain
3) A Hwang Aiiman Asia ex Japan Growth Fund - 29% gain

10K each

He suggests me to top up some, is it the right time to top it up?

thank you and your input is highly appreciated.
Lee

you are lucky to have bought in later part of 2020, if you happened to invest in Feb 2020,
try look back the performance during mid Feb till End Mar period to see and have a feel of what is it like to see your EPF money used to buy UT had encountered 20~30% losses in just 1month +...

what would you do if you see losses like that again in the near future?
will you HOLD, SELL or BUY more if you see your investment nose dived by 15~20% in a matters of weeks?

2018 happened and 2020 also happened....
those believers would says....it will come back up in a matters of months....
well, that was PAST,...what will happens to your emotions if it stayed down for sometime longer?

well again, if that is not a problem......then buy all means do as you liked to do now....focusing on your currently selected funds

Hi guys,
these are my current portfolio.
Looking to more diversify my allocation.
1) Affin Hwang World Series - Global Disruptive Innovation Fund
    MYR Hedged
2)United malaysia fund
3)amdynamic bond
4)amanahraya syariah trust fund
5)am china a shares myr-hedged
6)principal islamic lifetime enhanced sukuk fund
7)interpac dana safi.

Planning to more diversify my allocation . planning to add on some cash.
waiting for (Affin Hwang World Series-Next Generation Technology Fund) but it seems FSMONE will launch this fund sometime later .
Any other suggestions guys?

I'm looking at Dinasti, APDI, KGF, Manu reits, Eastpring EM, doesnt seem to mention these are excluded in the T&c though.

Confused ,haha

Yea, planning to wait a bit. Probably going to be updated soon i suspect

They are just salesman~~~~

haha same for me. Seems to be quite agressive butif he has 2million ringgit in EPF account then no problem. We shall let him updating us whether this strategy will work or not after 5 years. ^^

I think it is difficult to replicate the return because:
a) how many funds are there able to generate return more than 10%PA for the last 10 years? Many can generate exceptional return for few years but consistently to get 10%PA for 10 years is pretty difficult.

b) Are we overly optimistic on the market? can we expect the fund price to go up 10-20% every few months? Is it realistic?  Even individual stock hardly able to achieve it.

c) What happens if the fund price goes down by 5 or 10%? Cut loss of mutual fund? This is totally new to me. So in March 2020 I should cut loss all my stock and mutual funds? I would then lose the chance enjoying the gain post March 2020. Time in the market beats timing the market.

d)  2020 is an unprecedented year. If you buy before early 2020, you are likely still having a decent gain till now. If you lucky to time the market by buying after COVID 19 and enjoyed the quick and super profit due to excess liquidity, would it be the same for the next few years?

e) Check out the talk by FSM Malaysia general manager Wong WeiYi this morning. Many new investors are overly optimistic (greedy) recently. They haven't "taste" the downside of the market yet.

I dont get a share if you gain but I feel sorry if you lose money and thats why I share my humble opinion here.  Don't shoot me please. peace 

Personally I am doing "boring investing style" - DCA monthly aiming return of 8-10% PA.

Sorry if I'm asking a repeated and silly question here, in what circumstances an investor would consider a fund dominated in foreign currency, for example,

Affin Hwang World Series - Global Disruptive Innovation Fund - SGD Hedged
Affin Hwang World Series - Global Disruptive Innovation Fund - USD

Why is there SGD Hedged ? or even USD? 

ah hah got it, what is the difference between SGD hedged and USD (not hedged)?

ya.. already got pure tech, destructive and ai

planning to do top up tech more and greater china

yup saw it, ok now I started to understand how it works. Another question using the same Affin hwang global disruptive fund as an example, so based on your explanation above, SGD hedged fund is hedged against SGD and USD, correct? But since the fund is denominated in SGD, there is still a risk to convert it back to MYR, right? MYR-> SGD Hedged-> USD

Let's say If I invest in MYR hedged fund, it is hedged directly against USD, and thus rule out the currency fluctuation risk? Is my understanding correct? MYR Hedged-> USD