Sigh, don't know how to help you. I disagreed with your approach in the past but i mostly held back from being overly critical as with this thread's fav quote, "there is no right or wrong".
It is very common for new investor to pick the top performing fund of the moment to start off their portfolio ...but those mvp are only top for the moment. Its a cycle and it comes back down. Unlucky for you that your pick are now "off season". Also take all comments here with a grain of salt. Everytime stock slide people will proclaim buy the dip and as you experience yourself ....how long can you keep it up ? Maybe its time you switch off and let your investment sit and grow over time. Over analyzing is not helping.

I don't track my investments closely. No spreadsheets, no weekly or monthly tracking. All I can say is my portfolio shrunk %6 from the 2021 highs.

Like what you have shared ? I think it is not an accurate picture as lineup of funds changes, some funds held longer some shorter some exited.

That fund is not managed by RHB. RHB is just the reseller

There is always the old saying "Sell in May and go away".
May has generally been seasonally poor for market. So can keep a look out for bargains. No guarantees, do your own research.

Take FSM articles with handful of salt. Wording like "promises upside potential"
That's some creative word play. Gets to your head if you're not to careful

Registered. Curious to see if the unrealistic exuberance we saw in Feb still persist

Food for thought. Source bloomberg.

“Between the rules for Ant and the $2.8 billion fine for Alibaba, the golden days are over for China’s big tech firms,” said Mark Tanner, founder of Shanghai-based China Skinny. “Even those who haven’t been targeted to the same extreme will be toning down their expansion strategies and adapting many elements of their business to the new bridled environment.”

Tech companies are likely to move far more cautiously on acquisitions, over-compensate on getting signoffs from Beijing, and levy lower fees on the domestic internet traffic they dominate. Ant in particular will have to find ways to un-tether China’s largest payments service from its fast-growth consumer lending business and shrink its signature Yu’ebao money market fund -- once the world’s largest.

Even companies that have been less scrutinized so far -- like Tencent or Meituan and Pinduoduo Inc. -- are likely to see growth opportunities curtailed

Nice. 0.7 % should put it around #40+ position in top largest holdings. That is chump change for the fund.

This post has been edited by killdavid: Apr 15 2021, 10:06 AM

It is May. You know what they say about May

You know what they say about May. Buy in May and stash away 😜

And we can't top up these few days dammit.

This is true, don't believe fund managers blindly. I already raised some doubts during the FSM webinar in Jan that it was reckless for fund managers to be fueling euphoria. Not an ounce of caution coming from them.

Hmm ...I'm the opposite. PM funds doing much better than FSM.

Talk about an obscure fund. I guess rhb got something for all kinds of risk appetite.

China been moving sideways for sometime

Hmm yesterday US big drop. Interesting to see what happens next

This post has been edited by killdavid: Jul 7 2021, 11:18 PM

Another bad day for china tech sector.
Did a check and saw Dinasti reducing their meituan holding.
Did a small top up

This post has been edited by killdavid: Jul 27 2021, 01:04 PM

For sure not real time lah ...meituan used to be one of it's top holdings , now no longer. But still in it's top 10.

Dinasti -4% today.
Ouch