1:3 ratio for bond:equities is good enough from your experience ?
which other equity replacement is worth looking at since TAGTF & Greater China is higher now.

will read more Amchina-A, tq

The ratio is really up to your risk tolerance. It depend on how much u can stomach a drop. This depends on your financial goals. If u are older, then u need a more stable portfolio, usually more bonds and lesser equity, and vice versa.

At this moment I dont see anything to replace TAGTF & Greater China. All relative performing funds are also very high right now for me.

My thoughts:
If you invest for retirement, and you are just in your 30+, investing in bond fund is not necessary. Our EPF has similar risk like bond funds.
But if your investment horizon is 2-3 years, then you can consider bond funds.

New Principal Greater China Eq Fund in fsm.. Which currency should we go for?? Pls advise sifus..

Principal Greater China Equity Fund - AUD Hedged
Principal Greater China Equity Fund - RMB Hedged
Principal Greater China Equity Fund - SGD Hedged
Principal Greater China Equity Fund - USD

https://www.fundsupermart.com.my/fsmone/fun...-info/new-funds

Cut my TAGTF holding by 1/3 today.

Cut my TAGTF holding by 1/3 today.

put/shift to where?

Taking profit and hold cash?

Cut my TAGTF holding by 1/3 today.

scare US and China war ka?
or up too much and let it come down a bit before go back in?

What next for US equities after posting more than 40% return in 4 months?

Global equities have recovered strongly from their March lows. In this article, we look to provide investors with a relative perspective of the current performance from a historical context.

Are you getting addicted to cash?
There are sayings from the street that the current bull run will end badly and many are considering to dispose all their investments and wait for the next crash. However, investors who hold cash have the potential to end up with another trouble, which is getting the timing right to buy back in. When stocks fall, the only comfortable place to be is cash, and that is what makes it hard for investors to pull the trigger when markets continue to fall. There is also a tendency for investors to root for even further declines and see all new developments as potential negatives, rather than positives. Once we begin rooting for something in the markets, good or bad, our investment plans are at risk of getting off track.

The global macroeconomic environment is ever-changing, which is why there are always different things to worry about, such as growth concerns, geopolitical instability, natural disaster, and the list goes on. Hence, market timing is never easy for investors who are looking to buy or for investors who are looking to sell. The only feasible way is to do so with a plan.

What can investors do?
As equity markets continue to trend higher, investors may consider rebalancing part of those profits generated from the recent market rally. At this juncture, considering valuations have crept higher on the equities front, investors may consider trimming excess equity exposure and relocate those back into bonds.

As for investors that are on the sideline, they may consider deploying their capital progressively over time. Investors that are looking to build their own portfolios may consider our Recommended Funds list, a list to help investors better select consistent performing funds. For investors who are seeking long-term growth opportunities, we think Asia and emerging markets are attractive avenues to consider.

https://www.fundsupermart.com.my/fsmone/art...rn-in-4-months-

My cash level is also rather high now.

Gold inverse correlation to equity now is the highest I've seen in months.

gold naik
equity turun
ada chart boleh proof this concept?

Thinking to ditch TA Global Tech.