attached image is the same as yours only changed to % of allocation for better understanding of current allocation....

my uneducated guess of tikam tikam pick is ....with 20K new fund
add in some % to
emerging mkt bond
emerging mkt equity
global eq

after adding this new 20K...the current % of allocation will affected....you need to review it before adding any....

ohh, then it will become a pokemon collection   

mind to fill in the % also please

very China and Malaysia centric port and multiple overlap of funds.

Personally I would do this.

KGF 15%
AHSBF 30%
cimb greater china 10%
cimb global titan 15%
ditch cimb India indo China in lieu of manulife India 10%
Rhb emerging market bond 10%

Rhb cash management fund 10% for monthly DCA

Xuzen what do you currently hold in your port?

as of now mine looks like this

[attachmentid=9180941]

I'm thinking to switch India to something else but don't know where

ADD On

after much deliberation I chose to sell all my India exposure with a profit of 4xxx

will begin using the said funds to DCA into Global Tech and RHB EMF

not a finance guy and I still have a problem with the xcel sheet.

all I know is that I held it for a year and a half and my return is 30% with a profit of 4k plus.

Yes!Please share your excel file bro.Would appreciate it a lot.

you buy during their promotion?

at the lower portion....
when you calculate the ROI
why you used the NET amount invested and not the GROSS amount?

I think sooner or later the exact amount will mess up...because that is what happened to me
Now I regret I didn't take up accounting in my high school.

Thanks for sharing....

Thanks for sharing. Highly appreciated, especially for the Managed Portfolio.

Have you updated IRR of managed portfolio today?
If yes, then, IRR of my DIY 60-40 portfolio (17.3%, counted from 01/01/17) is still higher than Managed Portfolio IRR (13.1%, counted from 13/06/17). But, i think it is worth to pay the difference for more time for other things.

I would like to understand more about managed portfolio before jump in. Appreciated if you can sharing this kind of info.
1. Normally, how many switching were performed in a month.
2. The switching is for re-balancing (bond to Equity/ equity to bond) or restructure (Global EQ to Global EQ of other fund house)?

FSM is based on lump sum and your is top up, top up, top up?
thus cannot compare same same

Yah, thereabout.... slightly bigger, 2.5 Yr.

The other significant asset is my KWSP port which is double than this cash port.

I don't have properties, I don't flip prop. My wealth comes purely from salary in which I spend less than I earn, then invest the rest.

I save, then invest using DCA, i.e., the regular Joe method. I still have 20 more years thereabout till retirement.

If I have started much younger, in my twenties, I would be in a much better position now. I only started to be financially savvy in my mid 30's. I wasted ten years of time in my twenties. Having said this, I do notice some of these people who join the forum are much younger. Kudos to them to be financially savvy at such a young age. Let me tell you young people, it is worth it.... Delayed gratification is worth it! Watch your risk, let the return take care of itself....

Xuzen