Algozen™ version four speaketh; listen well...(The values are now in MYR correlation).

I tried putting in various UTF(s) into Algozen™ and letting her run the numbers. Maximum per simulation run is ten UTFs. Anything more, is limited by the correlation coefficient parameters. 

The criteria for selecting UTFs for simulations are:

1) Good risk to reward ratio among peers.
2) They must have poor correlation among each other (meaning must be well diversified)

.........
The ports that I have run simulation gave the highest possible return to be 21% (100% TA-GTF) and the lowest possible return is 7% (100% Esther Bond). Hence the whole spectrum of return is from 7 to 21%. As expected the higher the return the higher the risk aka std - deviation. After running 12 times with various composition of portfolios, I find that the most risk optimal point is around the 10, 11, 12 and 13% point.

Let's take 13% as the expected return. In order to get 13% the composition of UTFs are as below.

KGF @ 15%
REITs @ 10%
TA-GTF @ 25%
Esther Bond @ 30%
RHB EMB @ 20%.

Std - deviation of this portfolio is 4.41% and the risk to reward ratio is 13/4.41 = 2.95.

Xuzen

Would be rebalancing/modifying my aunt's and my portfolio and hoping that my new portfolio delivers exceptional returns for the balance 2nd half of 2017
If not, i would start ranting that FSM cheated me       Joking.
But yeah, hoping my new portfolio would deliver returns!

I just started selling off/reducing a few funds and haven't completed buying what i wanted. Would get my new portfolio up by next Friday and then i shall post my before and after portfolio.
Would take Xuzen's recommendation into consideration.

Btw, I'm getting into KGF, was just wondering that if I'm just only able to invest in one; either KGF or KGF PRS (Just to get the 1k incentive, but the downside is that i can't take my cash out till i reach 55), which would be a better choice ?

I do understand that KGF's PRS is a combination of KGF 60%+ and Kenanga's Bond Fund 30%.

.........
I think that iportfolio site died....
Use FSM's portfolio simulation function lor; but xuzen already indicated past returns and weighted volatility

Yeah, quite sad that the site died

Anyway, all these is rear view mirror analysis; while it's good to know, it really doesn't promise future returns

Dear Xuzen sifu.
...............

Newbie here, just started last month, my current holdings:

Affin Hwang Select Asia (Ex Japan) Opportunity Fund - 16.6%
CIMB-Principal Asia Pacific Dynamic Income Fund - 16.6%
Eastspring Investments Balanced Fund - 16.6%
RHB Emerging Markets Bond Fund - 50.0%

Trying to achieve a more balance portfolio here, now only dare to buy recommended funds.

Going for long term maybe 5 to 10 years. Would be happy if able to achieve >6% per annum.

Any sifus care to comment?

Thank you for highlighting that for me
Is this the one?

KGF @ 15%
REITs @ 10%
TA-GTF @ 25%
Esther Bond @ 30%
RHB EMB @ 20%.

Thank you for the replies.

Looking at the percentage, I do agree Manulife India is too high. That's why I'm trying to add something low risk to lower my aggressiveness.    to have better sleep at night.

I have heard a lot about KGF. What I don't really understand is that it's reliable but also rated as high risk? It's rated an 8.

I'm now learning to use the excel from page one to generate the country chart. What I like is to have exposure to different countries. But it's quite complicated for me 

May I know the duration of the data ?

Does it correspond to a period where both AHSEB and TAGTF have demonstrated low volatility ?

Hahaha, that's exactly my thought, BTW situ xuzen, what's the rationale this time?

I think those aiming for more aggresive style should still keep India. Even FSM still think India is attractive.

Top up as of June.

1)Switch all RHB AIF to RHB EMBF 5k+ with profits of 4. 86% since October 2016
2) Top up 2k into Esther Bond fund.
3) Entered 2k into KGF, I am still holding kapchai fund
4) Top up TA Global of 500 myr (still weary of tech Giants)

Total profit as of now
-6.76%

I am still holding Ponzi 2.0, Cimb Greater China and  Manulife India. I have a firm belief they will serve to prop up my returns.

Regards.

For ponzi 2.0, you need to pick the right fund name >> CIMB-Principal Asia Pacific Dynamic Inc
Not the MYR one, then you can get the correlation data

In lieu of missing Ponzi two corr - coeff input, I used RHB - AIF as a proxy since both of them have high correlation, Algozen™ ver four simulated and none of the port has RHB - AIF in it. This, I may conclude that if I were to put in Ponzi two UTF into the mix instead of RHB - AIF, the result will probably be the same with Ponzi two UTF as well.

Xuzen

That's the thing... Moreover, its new fund since 2013 only and SO FAR it rallied better than other marathon funds... e.g. kgf, dynamic income, kap chai..

But will this continue for coming next 3 years at least??     

other sifu's stand??

True enough, it's mostly guesswork, but that's like saying medical diagnosis is mostly guesswork. It's like saying, you can't tell the future so you don't know whether you will be alive tomorrow. You can't tell the future so you don't know if the sun will rise tomorrow.

If I push the "add reply" button I don't know if it's going to be posted, since that is in the future.. right?

Anyone knows how fsm managed portfolio performance?

TAGTech feeder fund drop ~5.1%