And also please la. I am not asking u all to buy interpac. R u stupid or what? Who in the right mind who is invested in interpac will ask others to buy?

Why hahacat say u are stupid?
Please go back and read my comments before?
All wanna make big money but DONT WANT TO USE THE BRAIN to analyze!

What makes a good fund great?
What makes a good small cap fund great?
What makes a good small cap fund shoot up so great?

No.1, fundsize has to be small!

U all know wat was eastspring investment fundsize when it shot up 60%?

No.2 Fund manager has to be competent!

U all know wat is lim tze Cheng's investment style when he was in rhb????

No.3 market has to be bullish! U fool.

With these 3 indicators all checked! U bet i will buy all interpac with all my money.

Do i nid u all to put in money to jack up the fundsize??

Pleas do not do that, give me chance to milk as much as i can before i EXIT.

Again, without knowledge u r all nothing.

Come to forum also is want to ask sifu opinion.

I am not conventional, but i can confirm u i am sifu.

N many ppl wud beg to have kopi with me to pick from my brains in the real world.

In here, i juz wanna be anonymous n be a HahaCAT! HAHA

Forum is really full of stupid ppl. There is such thing as a stupid question. And one shud really think before asking. It is this environment that one can just ask anything hoping others to give easy answer that create lazy and useless people. Who the hell sell of their properties because of a slowdown. Property is no.1 long term holding. Unlike stocks and UT that is liquid. Property slowdown is not a property bubble. What's the rush, just eent out property. Can u rent out stocks? Oh my god, this level of thinking. Bye. Waste my time here.

It always happens in this thread. When someone comes in with a huge amount, and invests with a different style by timing the market or anything not according to text book, everyone gets offended here. Especially now that this is a young guy so everyone is even more offended.

I come from same generation as him as I deem him being more successful than I am now and I'm interested to read his views actually. But doesn't mean I will follow fully. I for one will not dare to leverage to invest. But doesn't mean it's wrong. Still remember the drama between guy3288 and pink spider back then. This too shall pass.

Anyway, what's everyone's view on China going forward?

To me it does matter because if you are just starting out some can be so full of themselves. Life is all rainbows and raining money. Reality will hit at some point and transform you.  Not all seniors will learn from this but those who do behave differently.  Again judgment is important,  it is not cut and dry.  Newbies for sure lack judgment and see everything in absolute terms.

3months later, Gold and general goes to negative territory


Time to slim down my Pokemon-portfolio ?

saw this blogger in the internet.....
he/she is still recommending 20% in it.....
inside the portfolio has all funds that are not commonly mentioned here
a real contrarian or a value buyer?

p/s: changed the original Am Australia EQ to Cimb...cos it is available in FSM

When challenged, even in house sifu long time resident admit they are just here to talk cock. This is the quality of this forum. Oh well. I got no business here then.

thank you. time to lump sum into it.

You have your way, I have mine. Some things to ponder about.
- what will you do if it fall just 5%? Like so many here 1% fall already hoohaa.

You think a crash is pretty? Take 1998/2008.
[/B]- You don't think everyone is affected? 1998 companies was closing down left right center. How many people lost their job? How many people committed suicide?[B]
- US market crash, know what happen? US start printing money like crazy. People use that opportunity to flip houses until your normal everyday house which was affordable suddenly became unaffordable. RM200k house nowadays sitting easily at RM500-800k. No effect eh? Price of things shot up.
None. It's ok. As  I mentioned, everyone got their own plan. They don't like mine so what?

voyage23, btw I am still vested in case you didn't know. But I am not adding any more.
Go ahead. We see who will laugh to the bank when a crash comes. US (automobiles sales aren't great, US stocks are pricey, interest rate is low, uses of leverage is almost similar to before 2008), China is looking unstable. Let's see how the US or China going to rescue their economy this time around.

I will be prepared. I just need to wait. FOMO, that's real. But I rather have $$$ than FOMO. Know what you want. Do you want a measly 10% return one time or do you want a forever 10%+ dividend p.a/3 digit returns? I know what I want.
Chill la. Just because I am contrarian. People buy, I wait. People said don't hold cash, I hold cash. If you don't learn from the best, there's no point learning at all. The best here are some people who went through crashes and know what they are doing. Keep your troops and fight another day. Take your time.

Personally I  feel changing % allocation in asset class is better than keeping it in cash.

In booming period 90% equities 10% bond/FI.
at 10 year period 70% equities 30% bond/FI.
-5% of equity portion for every year a crash has not happen after 10 years.

For the purpose of discussion, KWSP should be viewed as a mixed-asset. Not bond nor is equities. Because inside KWSP portfolio consist of share, bonds and properties.

Xuzen

I don't agree with the part which you see the EPF as 60:40 equity:bond.

Historically EPF has been moving around 4.5%-7%, so it is best seen as 30% equity : 70% bond.

Lower in equity !

  I don't think what I wrote in the recent posts are anything new... more a rehash of older posts. If you're reading this in desktop version, click the 'show posts by this member only', and read the 1st 10 posts. (You might be LOL at these Feb/Mar posts... )

The 10th post might be of interest to you and other well-paid individuals who are EPF contributors.

Just updated my portfolio tracking again:


Gold and General is still in the red after so many months 

you catching pokemon izit?

Quite clear shown from the port that most of your return is derived from north Asia: greater china, EM equity, Ponzi 2 .....Except for KGF.

FYI,
the composition of my CIMB GTF as at today is similar to as at June 2017 in my Managed portfolio....at 18%
so is % of composition of my Amincome Plus fund at 7%
both no changes since June 2017

Please check ur.monthly statement for August 2017. They are reducing Exposure to EQ. And going overweight on FI. Allocation to Global titans KGF Ponzi 2 and two eastspring funds are reduced on 30/8.

For newbie like me, it is better to use managed port while I am learning how to diy my own portfolio

I think the Sell is yet to complete 

[attachmentid=9116983]
[attachmentid=9116984]

stopped RSP for Ponzi 2.0.

my plan now is to accumulate cash and at the same time slowly top up esther bond fund and emerging market bond fund.

got a gut feeling that the time of EQ is over

My agar agar tembak one for a start...
Increase kgf & ei glb leaders by  5% each,
Add in cimb gtf

last years 2016 Asian bond rout will happens again after trump announced a tax cut.

now to jump into global tech and let go of Malaysia