ponzi 2 still achieve earning of 1.2% in May, consider good return, of course can't compare to TA Global Tech, Eastpring emergence fund yet I see no reasons to sell it for other funds??

Asia market on the way downtrend in near future?

Guys. new members. take everything here with a pinch of salt. don't just because you see a recommendation to dump most of your funds to follow sifu xuzen,means you should. don't forget that xuzen had a wrap account that allows him flexibility to shift his port to another.

Yes don't blindly follow anyone. Find what you are comfortable with and stick to it.

In other news, Eastspring Islamic Small Cap is out, might be a decent sub for the now-closed Eastspring Small Cap?

Have you considered forex risk for Emerging market bond fund? The volatility mainly come from there if you compare with its mother fund

On EI balanced fund, you should look into putting half into EI MY Focus and half into EI bond instead, the returns would have been better. the balanced fund is not exactly performing well

As to CIMB GTF, I think it does help diversify your portfolio

How long have you had it? give them sometime la.... keep switching and you would end up losing more, after you hold it for a year only start thinking if should move. So far those funds are not too bad

I always avoid Syariah funds. look at epf Q1 and their report for their conventional and syariah funds. conventional always do better than syariah counterparts.

Regards.

True but then better than nothing given that the small cap is already closed. Fund manager is the same, fund is the same only the non-syariah stuff has been removed.

correct me if i am wrong,

i would say 60 to 70% of the fund (other than money market / bond fund) give at least 5% of annualized return for long term period (5 years or more),

so anyone here actually just diversified their portfolio (like 30% bond / 70% equity) and just leave it for 3-5 years without do any switching?

if yes, how is the return, i am really curious about it

If you want min 5% put in amanah saham/EPF/Affin hwang select bond fund. Guaranteed can get 5% p.a

This post has been edited by Ramjade: Jun 1 2017, 07:56 PM

wow , didn't know that affin hwang select bond fund got such high return, thanks for the advice

while waiting for responses and if you are really curious....you can try use this FSM tool
Play with the data, backtrack it to see the results?
https://www.fundsupermart.com.my/main/portf...tPortfolio.svdo

i gonna dump amreits when i can break even... so does AIF, both gonna change to KGF

wish you well.....
hope that the experience of those that had bought and held KGF for > 12 months during these period, do not happens to you.....
"May the odd be forever in your favour".

This post has been edited by T231H: Jun 1 2017, 08:56 PM


Attached thumbnail(s)

Hello. I've been following the discussion for past few months. Thank you all for sharing your expertise and experience. Started with FSM last month and this is for long term investment; maybe 10 years or so. These are what I have currently:

RHB Asian Income: 21%
Manulife India Equity: 42%
CIMB Asia Pac Income: 37%

My profile is moderately aggressive and I'm planning to add Affin Select Bond. what do you think? Any suggestions to help diversify my portfolio?

Thank you.

with Manulife India Equity: 42%
I would consider you as very Aggressive....


try view the FSM recommended portfolios and use that as a guide to start plan a "more proper" portfolio....that can really reflect your true risk appetite



This post has been edited by T231H: Jun 1 2017, 09:02 PM

I did not check who's the fund manager but looking at other Eastspring shariah funds, I'm a bit skeptical on how this small cap funds would perform.

On another note, this fund might be able to capitalize on gomen's initiative of injecting 3bilion of funds pooled from GLCs for small/mid cap stocks.

AmREITS is closely related to AmFIRST REIT?

Always wanted to buy keep some REITS in my stocks portfolio, but seeing how the property market perform currently, I'm holding my bullets.

Thanks for the insight, that explains the volatility. But if the RM continues to weaken, this bond should benefit from it right?

I am gonna dump when the return = 1 year promo FD = ~4%.

This post has been edited by Ramjade: Jun 1 2017, 09:19 PM

I think personally they will just remove the non-compliant counters from EISC.. that would be the simplest and most cost effective way to do it.

This post has been edited by wodenus: Jun 1 2017, 09:20 PM

I have been hearing this for too long but seriously what is stopping you from doing it immediately ( since you are confident that it is not giving you the return you want ) ?

No connection.

You sure or not? "Seeing how the property market perform currently". Let me show you some of my s-reits These reits give dividend 4x/year. So the dividend


This post has been edited by Ramjade: Jun 1 2017, 09:35 PM