good to hear that...
mine too, if excluding the opportunity cost.....on YTD, my portfolio had recovered 70% of the paper monetary value that I had lost in 2018.
hope the other forummers are having a good times too....
hope it will last for a few more months.....

on 2nd thought....looks like this year got no chance for GREEN for my Affinhwang select asia oppor, United Jpn Discovery and KGF....still 10% in RED.

This post has been edited by yklooi: Feb 27 2019, 08:39 PM

Thanks to Ramjade for the persistent mentioning of this in 2017....
i got it then...performed while others dived in 2018, now in 2019, had also been performing as per other asset class of the same region

it is about 16% of my portfolio allocation....

have you compared the diversity of the allocation between these 2?

just looking at the titles of the funds....looks like Manulife is more diversified....

just my 2 cents

but for me, I just wanted a more diversified fund.....58% in SG is better than maybe 95% in SG alone

but unknown to how many % of this SG Reits you gonna allocate with your investable $$.....
this ratio can also act as diversification tool too....

maybe it is in position 11?

YEs....

but hor...still 25% monetary paper losses + opportunity cost losses of last year yet to be recovered...

anyway...VERY happy YTD already....

never been up tis good for many years already....

hope it will continue so more....greedy me, greedy me...

hope you are doing well there too

my port now has 36% in Asia Pac + 13% in Greater China....thus about 1/2 of the port in this 2 regions
Mr. Kim is starting my brew nuclear....

just checked...mine at FSM too...at about 10% YTD



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The government has detailed the assets Lembaga Tabung Haji transferred to a special purpose vehicle (SPV) for RM19.9 billion even though the book value of those assets is only around RM10 billion.

https://www.malaysiakini.com/news/468076

there is a list of stock holdings involved....

"The new SPV handling the transferred assets was named Urusharta Jamaah Sdn Bhd (UJSB).
The Prime Minister's Department said UJSB's goal will be to rehabilitate the assets transferred from Tabung Haji and restructuring them."

With these rehabilitation and restructurings.....to recovers the RM10 billion variance.......how long will it impact Malaysian markets?

will they dump 1 billion per year for 10 years?
will they push and dump once or twice a year to generate some profits?
or will they do ......

any veterans stock markets investors mind to shed some lights into the impact?

currently I am having 15% of the port in Malaysia Eq funds

This post has been edited by yklooi: Mar 15 2019, 05:53 PM

I went into UOB Japan in 2018 after seeing its impressive returns in 2017...
then lao sai since then till now....

you can check out
FRANKLIN U.S. OPPORTUNITIES - MYR
https://www.fundsupermart.com.my/fsmone/fun...portunities-MYR

I know what you meant....

just that, if those that had "pulled" out of US market in Jan 2013 thinking that the DJI had reached an all time high.....
wondering how much it missed till now?

moderately, have some of US in the port.


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its all time highs has been broken since 2013 too....

This post has been edited by yklooi: Mar 21 2019, 05:24 PM


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much more better than Malaysia I guess....don't you think so?
how much are you holding in Malaysia EQ?

more in these youtube channels too....
https://www.youtube.com/results?search_quer...cession+is+here

subscription charges had already been charged during the initial buy....
liquidate now or liquidate latter does not matter as it had already been charged.
it is the Portfolio Management Fee of 0.50% per annum, charged on a quarterly basis that matter....the longer you wait to liquidate the more RM they will charge you

if you trust FSM....then see this, analyse, determine and decide to allocate appropriately.

yes, I think at 52% is high for me.
20% is me now

This post has been edited by yklooi: Mar 22 2019, 05:10 PM


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FSM Managed Portfolio....

i happened to met FSM people just now.....
they mentioned that they did not switch funds in their Managed portfolio so frequently as mentioned by you guys....(she said maybe every 3 or 4 months once due to last year's very volatilile trends)

i am sure you guys did keep a monthly track records of your funds listing very month.

could you guys please show me some data to rebut her claims that it is not true that the fund listing changed very month.

btw,...CIMB Asset mgmt people said....
they could not see any sign of a recession in the coming 18 mths.....
China bond mkts will get a big boost next 1~2 months,
Greater China region & emerging markets would performed better than the rest of the world this year
be prepared for the reality of slower growth for the next few years.
have some bond funds in the portfolio

what are the main causes of the 2007 crisis?

unknown to a lot of things about you...
I just make a general comparison for those that wanted to crave for a better performance than a bond fund....
while almost all of the EQ funds are badly burnt in 2018....when compared with Affin Hwang Select bond this fund stand up when comparing its losses in 2018 and the gains of all the previous years

Disclaimer:
Investment involves risk. The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment. Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant fund's prospectus for details before making any investment decision. An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.

This post has been edited by yklooi: Mar 24 2019, 11:03 AM


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