I think I got mentioned the trade deal will pass in this thread few week back.

Was expecting the trade deal "done" by Christmas with at least 60days of extension.
Trump campaign advisor did mentioned/leaked that such move will improve his rating
Extension until at least after new year celebration

That's why the trade deal consisting of phases.
So expecting few more phases with on and off deals

So 1st phase gonna pass as expected since Christmas and New year coming soon. And hiking the tariff during America biggest festive season is suicide

After Jan, probably phase two will be announce.Trump probably will want to boast his ego by "hurting" china during Chinese New year. But since the phase one deal details are not reveal yet so hard to say.

One last posting,
I am wondering why Warren is holding 120billion cash
Although he did mentioned, most of the investment are overpriced.
Maybe he saw something we don't. Just like Micha Burry..

Sorry about that
Are we not allowed to post our personal view about the market?

Wealth was acquired during major shift in the economy, financial crisis, dot-com etc

One of few example Micheal burry, John paulson
Of cos I'm not saying all of us will be successful as them.

Not saying we should all follow to speculate but it's just another point of view

nope. FSM min sales charges at 1.75%
and there's reward program
https://www.fundsupermart.com.my/fsm/manage...d-services/fees

as far as i know, we should look at the expense ratio on how much we are being charge annually.
and we do not need to pay them as the fee already reflected in the daily NAV pricing

the top countries of importing palm oil
India: US$5.5 billion (17.5% of total palm oil imports)
China: $3.4 billion (10.8%)
Pakistan: $1.9 billion (6.1%)
Netherlands: $1.8 billion (5.7%)
Spain: $1.3 billion (4.2%)
United States: $1.1 billion (3.6%)

and as far as i know,
china, us and most europe countries are aiminng for full electric car by 2030

also
high density and capacity battery are in process for consumer usage. latest being lithium metal are soon to be tested in consumer products,
also there is Li-Carbon Dioxide battery and graphite battery

is there any country in high demand for biodiesel?

Congrats.
Personally I suggest this three(those does not cross out)

Heavily in US and some japan

CIMB-Principal Global Titans Fund
RHB-GS US Equity Fund
United Global Quality Equity Fund - MYR Hedged




This post has been edited by xcxa23: Dec 24 2019, 03:15 PM

i would assume US will on uptrend
but there's some heavy rumours that crash/recession will probably on march 2020
quite a few us ''famous'' investor are betting on it, shorting on it

and brexit seems like a go as well.. they are voting on jan 2020.

then again, its just my around 15% of my portfolio..
planning to up another 5 to 10%

but probably thru stashaway

just wondering,
is there any small cap for us? (other than rhb us focus)
from fsm and other platform?

This post has been edited by xcxa23: Jan 5 2020, 10:38 AM

i tried search thru fsm fund selector
sector
small to medium
geographical
us

result
rhb us focus only

its ok. thanks
looks like just rhb focus only.

This post has been edited by xcxa23: Jan 5 2020, 04:23 PM

high likely it was due to the last few month of 2019, there's no hiccup and the tweeter king on holiday mood
i think last year i got mention POTUS will keep quiet until feb but unfortunately he is madder than i anticipated, waging real war....

1st month of 2020 already waging real war incoming
probably after the spat with iran died down,
then come 2nd phase of the trade war

This post has been edited by xcxa23: Jan 7 2020, 12:30 PM

looks like 0% sales promotion on going, from 11th to 22nd jan 2020
so far i noticed all my portfolio holding is 0% sales charges

i watched their live video
during the break they show the promo banner

if its eligible, the fund page will state it is 0% sale charges

is the subscription fee forever?

my MP, aggressive in green 3.1% never DCA
my portfolio 4.8% which myself consider aggressive as well, monthly DCA

both started at same time, end 2017

This post has been edited by xcxa23: Jan 12 2020, 11:40 AM

You sure want Malaysia exposure?

I'm having eastspring investment equity income fund since 2018
Still in negative

I got 10 holding, all of them in green except this.
Planning to dispose this
Probably pump in us/market
Or perhaps bond but I'm not familiar with it yet.

I have not see the kgf holdings
If I'm not mistaken, the eastspring holding consist of maybank, cimb and tenaga..

Yeah.. I yet to top up..
Good things are meant to share fast
Especially cost saving stuff.. lol

hmm.
bought in march 2018, aggressive
as of now, +3.8%
no DCA
if im not mistaken, there were re-balance/re-optimised during 2018/2019

and they mention aggressive gain 18%
hmmm...

i been waiting for OTP to sell for at least 30 min
is this normal for FSM?

my first time selling
buying is fast tho, the OTP

thanks for fast reply
this is the 1st time for me

makes me put my thinking hat on
buying no problem
selling many problem