I have already reached my min 10% but not sure if sustainable or not.

jfi.....

FSM Fund Choice: KAF Tactical Fund [June 2017]

As Malaysian economy continues to show sign of improvements, we continue to see the potential of small cap equity and we would like to highlight one potential local fund that is skewed towards toward Malaysia small cap segment – KAF Tactical Fund.

Key Takeaway
With the strong rebound in the local economic condition supported by the bundle of decent macroeconomic data,
Malaysia’s equity market is likely to continue its uptrend in the following quarters of the year.
Hence, for investors with greater risk appetite, they can consider investing into KAF Tactical Fund as supplementary part of their portfolios,
with not more than 10% allocation of their overall portfolios.

https://www.fundsupermart.com.my/main/resea...June-2017--8423

Promotion: 1% Sales Charge on KAF Tactical Fund
May 31, 2017
KAF Tactical Fund is at 1% promotional sales charge from 1 June till 30 June 2017.
https://www.fundsupermart.com.my/main/resea...tical-Fund-8426


fund factsheet
https://www.fundsupermart.com.my/main/admin...sheetMYALTG.pdf

This post has been edited by T231H: Jun 1 2017, 10:24 AM

Hi All,

I have been holding AmDynamic Bond for the past 7 years. Is it still worth holding or better to switch to other bond funds that can perform better? Looking at mid to long term.

Thanks in advance.

Have you looked at AmConservative ? Someone told me it gives higher return, maybe this year.

Just wasn't happy with my portfolio earlier because i didn't have the capital to get into more funds. Now that i have some spare cash, i could play around with my portfolio and diversity more.

U on cari forum?
Actually the only reason why the fund is doing well is because it's a equity exposed bond fund; they have about 20% equity holdings. And we all know MY equity did well beginning of the year. Their FI holdings is quite consistent with the other local bond funds

Btw, my managed portfolio fund holdings are updated.... less than FSM SG MAPS, but so many funds that I don't particularly fancy. We see how it goes

p/s: Not going to post the funds and allocation %; it is afterall FSM MY's proprietary rights

Okay macam itu ke, sekarang baru tau ! So that's more like a balanced fund ?

Weird, i still unable to generate the Portfolio X-ray in MYR at Morningstar Malaysia
it show me this

Also take note that he does not have transaction fees so he changes the components of the port a lot. If you don't have a wrap account it might not be feasible to follow him, the commission would just be too much of a drag.

Just updating my port for some shiok sendiriness.

I have been tracking my port for the past 11 months.

In this eleven months, 3 months gave negative return whereas 8 months gave positive return.

Average return is MYR 2,XXX per month.

Xuzen

Well done !!! Maybe another important part is able to sleep well !

Hi,

Any other suggestions? Should I put into Esther (seems to be a popular choice) instead? Looking at better performance with mid to long term view.

Thanks in advance.

Balanced suggest 50 EQ: 50 FI or so

The fund mandate for AmConservative is maximum 30% EQ but up to 100% FI; that's why they call it equity exposed bond fund. Cannot compare with 100% bond fund lor

yes, I know,
but his portfolio will be my reference/ recommendations..


as I don't have TA GTF, I plan to top up monthly until I get the allocation..


This post has been edited by woonsc: Jun 1 2017, 01:54 PM

Most important part, you must be comfortable with it, otherwise you will be tempted to sell everything first sign of trouble.

Yup yup !

Can let me know your annualized return ?

It is comparable to a typical balanced fund performance.... this is where my risk appetite is. I am most comfortable around this range of risk.

Xuzen

Caveat Emptor: Algozen™ uses statistical analysis for a best guestimate / forecasting. Should black swan event happens, or something unexpected happens, all bets are off. Example of black swan events: Trump thumps Clinton, Brexit, BN loses GE-14, 1MDB tiga suku (3/4) AmDeeBee occurs...

Xuzen

This post has been edited by xuzen: Jun 1 2017, 02:41 PM

Dear Xuzen sifu.

Congratulation, btw can I ask are you a medium risk investor or a high risk investor?

Planning on venture into risk 8-9 level fund (using my spare money) but have not studied about any fund, any recommendation?

or maybe if u are comfortable can you share how you pick fund? or maybe share your current portfolio?

When to sell ? (making losses but how do you know it will bounce back, some would have sold when they start making losses)

Sorry for the long question.