for some, maybe due to the portfolio's asset classes composition, % of allocation, range of coverage it may not helps much....
so you can be right when you said...."for my port it wasn't worth the extra effort".

but for this old article.....it does....

Rebalancing Works For Your Portfolio
June 7, 2007
Investors hear it often enough that it is important to rebalance one's investment portfolio, but just how effective is rebalancing? Our General Manager delves deeper to find out.
Author : Wong Sui Jau

https://secure.fundsupermart.com/main/resea...?articleNo=2215

http://www.fundsupermart.com.hk/hk/main/re...6-4863?lang=en#

but just don't do it too frequently....
You might have heard this one before: frequent rebalancing to simultaneously lock in profits and dollar cost average into lower priced assets will provide better returns. We examined the myth and here’s what we found.....
https://www.fundsupermart.com.my/main/artic...Mythbusting.pdf

This post has been edited by T231H: Mar 18 2017, 10:10 AM

It is time to invest in Malaysia ?

http://www.thestar.com.my/business/busines...st-in-malaysia/

I think is a little late for it as best time was when Malaysia was beaten down badly at the end of last year.

So in your opinion what is the best place to park the money now ?

Bond fund ? That's what I gathered from your posts .....

This post has been edited by puchongite: Mar 18 2017, 10:24 AM

thought provoking article...

this would definitely spooked those that has opposite views and has drastically reduced or eliminated their exposures in Malaysia for the past few months....

well, I would just continue with my planned allocation, sit tight and wait to see if this article is correct.
will see in 6 mths...

If you read the Stock exchange thread, it seems the the upwards trend is unnatural.

maybe that is why many "experts" used to say....have a diversified portfolio....allocate some to it even it is bad now...for no one knows when it would strike back....

ex...Brasil was for the last few years...."Bad'.....
then
Brazil Seized The Throne In 2016
https://www.fundsupermart.com.my/main/resea...razil!-8117

me too think it is unnatural...too high a level of rise in too short time...but this scenario is almost through out Asia Pac regions.....
just look at how some of UTs performance for the past 3 months......just loved it on those that I had and hated it for those that I did not.

Can consider an alternative strategy of keeping say 80% fairly static emotionless allocation but 20% of "go-with-the-flow" ?

yup, already made or up 5%+/- to 8%+/-
same deal with "oh lord, the sky's falling for Asian markets"

still the same folks chasing higher highs VS same folks buying lows & sitting on hands
different strokes = is good, is good - else too competitive

This post has been edited by wongmunkeong: Mar 18 2017, 10:55 AM

then at the end of the year, when compared to others's YTD ROI...... should have "gambled" more the last 12 months.....

The last link showed that conservative 20/80 yield much higher return than agressive 80/20. Why so? Any expert can give opinion?

This post has been edited by Nemozai: Mar 18 2017, 11:05 AM

T321H FSM Fund pick of the month = suxs! Algozen™ pick of the season is still Ponzi 2.0 & Ponzi 1.0 for the Asia Pac ex Japan region.

Let's use India UTF for illustration. One year ROI is 33.83. Three years annualized is 24.5%, Std-Dev = 17.44%. At this moment, it is still behaving normally. However, if you use the regression to the mean argument, there is a high chance the fund wants to go back to its home ground of 24.5. That is why I have been skimming profit from it and not selling it terus-terus all of it. If the other way around, I would have add into it by DCA.

Ramjade, yar! yar! Kasi lu satu like.... you have been paying attention. With asset allocation model, there is already an in-built buy and sell mechanism that is independent of emotion.

Algozen™ sezs NO!

Xuzen

maybe
1) sedikit, sedikit lama lam jadi BUKIT.
2) when is the starts and end points of the volatility cycle that you measure......the cycle high and low points makes alots of different

alot of expert claiming they will be a pull back nx week after recent bull run, jus wait for the pull back to its resistant or support level then buy in, u hav more potential to gain higher yeild. go in timing is important

References ?

some 3-4, some 4-5....

Actually it's not, it just makes you feel better about it. In most cases, time in the market is more important than timing the market.

This post has been edited by wodenus: Mar 18 2017, 05:59 PM

er.. bro.. if one is timing things instead of value cost averaging or DCA-ing, shouldn't one be trading stocks, options, forex, etc instead? wrong vehicle aint it?

Yaya. i do timing + probabilities but NOT for mutual funds.. which gawd knows hold what stocks (specifically - no, reports dont count as that's like gawd knows how many moons/weeks ago. Also totally not worth the cost & time Vs returns.

Or U really prefer to trade /switch/twitch mutual funds like made hoping to make 2 correct guesses (in then out, or out then in)?

oh well, no absolute right/wrong - IMHO, just.. time, effort & cost could be better used for other vehicles if timing.

erm, i do DCA as well monthly 2k into fsm, but i will separate it into 1k each time, buy when only asia/ msia market or the market where my fund is touching drop.. if the whole month no drop or promo, then normally last few day i will all in. no right or wrong, but i hope i can have slightly better return in long run.

This post has been edited by wayne84: Mar 18 2017, 09:06 PM