On a macro level, china has recently been in a pullback due to tighten regulation from its government.

I have 2 portfolio - balance & moderate aggresive. Both is making profit.
Just dump money in, they will invest themselves. it is similar as stash away

That’s 1 month ago
Principal and KAF fund Malaysia sector 👍

I only have Eastspring Small Cap fund and a very small percentage of Hong Leong Dana Makmur (looks good but only available in epf-mis).

Might be getting a small percentage of KAF Tactical Fund next month

While some exited, takut prolong destabilization

But the most important perkara here is like what other forumers mention

“Time in the market not timing the market”

Others kena burn leh for entering rhb thematic growth, to ride the so called “second wave” glove stocks run

I think no one can predict for sure what sectors will do well compared to others. So I always try to keep a balance sector allocation.

I invested in the manulife india equity fund and principal greater china equity fund and gave me 10+ and 7+ % returns YTD and in comparison to 3%+ returns on the aggressive managed portfolio.

That's why I think it could have been that I was lucky and happen to time the market.

When I also check the aggressive vs balanced managed portfolio - it is composed of relatively the same funds for the aggressive components and some more fixed income portion of the balanced portfolio.

Wondering if placing same amount in Stashaway vs FSM would yield better result in one over another.

This post has been edited by MUM: Nov 29 2020, 06:16 PM

fingers cross monday will be a good final day for Nov.

It really depends on timing and what you have in your manual portfolio. Also whether you DCA.

i have a few in my manual portfolio from different regions, Pincipal Asia Dynamic, Priincipal Global Titans, China etc

And I also started investing in Aggressive Portfolio end of 2018.
I DCA every other month into my own portfolio. I also DCA into the aggressive portfolio but stopped in 2018 until early 2019 when I started RSP for my aggressive portfolio as FSM had a 0% subscription fee promotion.

My own manual portfolio was beating Aggressive until mid this year.

Now my own portfolio overall is around 10% profit (from initial), while my aggressive is around 16% (from initial).

This post has been edited by jonoave: Nov 29 2020, 10:40 PM

So far most of the market looks green right?

hope to be more

Except for gold

And some not so good news for China

Ant said to face slim chance of getting IPO done in 2021
https://www.theedgemarkets.com/article/ant-...g-ipo-done-2021

Alibaba, Tencent put talks to buy iQIYI stake on hold due to price, regulatory concerns — sources
https://www.theedgemarkets.com/article/alib...oncerns-sources

some good news out of China..

BEIJING: China's factory activity expanded at the fastest pace in more than three years in November, keeping it on track to be the first major economy to fully recover from the coronavirus crisis.
https://www.thestar.com.my/business/busines...e-in-over-3-yrs

oh yes. precious metal and gold is the two biggest drag in my port currently. if things doesnt turn around soon, i might have to consider to rebalance elsewhere.

i am not so concern about ant IPO. i think its a good thing they trying to regulate the industry further. weakness in alibaba is just more buying opportunity for us.

https://www.marketwatch.com/story/trump-adm...d=mw_latestnews

trump is trying hard to crash the market like 2018 dec
lol

hi any good PRS fund to recommend?

what is the risk level you are considering?...Conservative, Moderate or Aggressive?

What’s your recommendation for moderate?

-deleted-

This post has been edited by GrumpyNooby: Jan 7 2021, 10:55 AM

Hi, i was looking at these two...appreciate if any comments on these funds:

1) Principal PRS Plus Growth - Class C
2) Kenanga PRS Growth Fund