emailed fsm to switch my entire portfolio to managed this evening. looks like I'll be coming here less

We regret to inform you that you are not able to do switching from your DIY unit trust funds to managed portfolio at the moment.



You may need to sell your existing funds and park to CMF. Then you can use CMF to buy the managed portfolio.



Please do not hesitate to contact us if you need any assistance.

One of my largest fund. 

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I sold my ESISC in Jan 2017 and masuk Dinasti.... look at the diverging gap btw the two. Sometimes I think I betul - betul have a crystal - ball.

Xuzen

P/s ESISC was the darling of ES for the last two years [ from 2015 - 2016 ]. If you were in it, congrats  She made you some real money!

You betting .... how many % ke in China or north asia pac ?

I = unker mah. When I was younger, booze and party. Didn't pay attention to financial planning. So I missed the "aggresive risk appetite" period.
My last reading was just last month, you think I so free ar? N14M4H!

On a more serious note: This reading acts as a guide to provide guidance for me to place strategic bets. In a sense so that I do not have to monitor the market day in day out and watch the market like a day stock trader. I let go of those type of style a long time ago.... I realise that there is more to life than seeing the monitor whole day long.

My expected reading should be after CNY. 3 months is a good way to let the port do its job. Preferably I would like it to be twice a year only.

Xuzen

So able to sleep well with this lopsided exposure in China+ Asia Pac (exclude Malaysia) ? 

New here  wish to ask which is more potential ut for this moment

The below piece of op-ed is a follow up on my writing above. The writing is not targeted at noobs, it is for those who have been follwowing Algozen™ ver four or for those with a a few years of experience with UTF investing.

Over the weekend, with some free time on my side, I went back to revisit Algozen™ ver four recently. I inputed fresh data into the algorithm and this is what I get.

The feeling is the risk to reward has dropped. Generally the writing is that you need to take greater risk to maintain the same reward going forward versus previously. My gut feel is that the Quant Easing that took place a few years ago is starting to wean off. Now the new normal is you need to assume greater risk than before.

In other words, your port need to work harder to cari makan. Work harder in this sense means your port need to take on more risk to find the same amount of return. Life sucks right? But hey, if given lemons, just make lemonade lah!

The main engine of growth is in the China region. Algozen™ ver four keeps recommending to put a high percentage in the China region.

Algozen™ ver four has assigned an underweight call for Bond or Fixed Income asset class going forward. The new asset class that will fill in this role of fixed income but with decent ROI is REITs.

In summary:

1) Overweight Equities especially the China Region [My personal preference is Eastspring Dinasti ]

2) Underweight or ignore Tradtional Fixed Income

3) Use REITS or Conservative Balance fund [ My personal preference Manureits or RHB AIF ] as an alternative to Fixed Income in your portfolio.

4) expect more swing in your port going forward.

Xuzen.

guys, why am i having this rhb fund in my holdings? i didnt make any purchase as u can see 0 units

manage port

Oct to Nov gain
Nov to Dec drop
Dec to Jan drop
Jan to Feb drop

since a fund holds a basket of stocks and this basket of stocks & its prices will determine the NAV (ultimately)
so you will determine a fund is a better performance due to its lower NAV?

Gua fikir lama - lama , fikir baik - kaik , tulis rencana yang cheong - hei ... yang bagus punye.

Then, in come a few noobies and post one liner post that is repeating ad nauseum questions such as:,

1) which fund to buy?

2) Now can enter ah?

3) Eh, market down wor... can sell or not?

Etc

Etc...

And my cheong - hei article get lost in the whole mess of things.

Sigh... that is why these days I just prefer to be a lurker.

Xuzen

I invested 3k in August 2017 and nothing received yet

just for thought...

you are not sailang all into it...
have some to catch the trend
is the US PE extremely high?
is the US market sentiment weak?
if it fall, will other regions also fall?

the cost of waiting
https://www.fundsupermart.com.my/main/resea...ompounding--160