Hi guys,
My allocation based in MALAYSIA is nearly 75%.
If there's a complete lockdown like how was implemented back in March 2020, hope there's a major pullback/downfall in unit trust prices.
Thinking of withdrawing all MALAYSIA based UT this week and buy back after MCO implemented OR hold and top up once there's a major drawback in prices.
I didn't make use of last MCO as I worried my funds are all about crash to worse, but in weeks prices of almost all UT rebound to normal level.
HOLDINGS.
1) Affin Hwang World Series - Global Disruptive Innovation Fund
MYR Hedged = 12.5%
2)United malaysia fund=19.25%
3)amdynamic bond=16.635%
4)amanahraya syariah trust fund=14.45%
5)am china a shares myr-hedged=12.5%
6)principal islamic lifetime enhanced sukuk fund=16.41%
7)interpac dana safi =7.5%
What's your thoughts guys?
Thank you.
Not necessary withdraw all, but from 75% maybe reduce it to 5 or 10%. Maybe some of the fund holding certain stock may rebounce during MCO. Why not during this 0% promo period try to rebalance your profile across different countries.