Yah! Yah! I concur.

Bond UTF should not be used to seek upside potential but rather as a portfolio stabilizer. Your main engine of growth should be equity fund.

When market is volatile like now, bond utf looks like darling in comparison to equities.

But when market is on a bull run, equities utf will move like rocket and leave bond utf behind by a far far behind.

I remember before Trump came into the picture, when Obama was in power, I had TA Tech utf giving me consistent double digit compounded growth for a few years in a row. Those were good times.

Xuzen


This post has been edited by xuzen: Jun 14 2019, 11:55 AM

In those Obama years happy years, we did not have a madman who twitter S H 1 T and stuff.

Xuzen

This post has been edited by xuzen: Jun 15 2019, 02:59 PM

Someone posted a link to an article that tries to give an opinion on REITs.

It may be an old article.

However, on my personal level, Manureits is currently the best performing component utf in my entire portfolio.


Xuzen

f3CK1NG C0PY C4TS!

Xuzen

It is almost the end of the month.

Next week, I am sure some of us, including myself will come and showcase our crystal - balls portfolio for all to see.

It will be another our monthly my daddy is bigger than yours session

Xuzen

This post has been edited by xuzen: Jun 26 2019, 02:39 PM

On Monday, my daddy is certainly gonna be bigger than your daddy scenario👏🏻👏🏻👏🏻

so many disgruntled investors dissatisfied with managed portfolio. The bigger irony is some of the amateurs here own portfolio performed better.


Let us assume that amateurs are not more skillful than professionals and let us argue that these so called amateurs rely on pure luck.


If we buy into this argument, then we can postulate that randomness or luckiness triumphs professionalism.

Yes?

No?

Agree?

Disagree?

Xuzen

It is the time of the month.

M-o-M my port gave the biggest return in the entire history of my 36 mths tracking at 2.XX%

This gave me a five digit return in absolute sum return.

All the funds in my port gave positive readings.

Jun 19 was a good month. Jun 19 is also a month where the madman spoke tweet very little.


Xuzen

This post has been edited by xuzen: Jul 3 2019, 04:51 PM

when you have a big enough fish capital, you don't need to take on so much risk to gain a decent return. At two percent return, it exceed my monthly income already. It is like having two jobs but not doing two jobs. Passive income mah!

Xuzen

This post has been edited by xuzen: Jul 3 2019, 06:18 PM

it will be times like these when anything you touch also will ONG HUAT HENG. And some may think that their investment method is awesome.

For those who had to suffer through 2018, enjoy this moment.

Xuzen

You noob mah!

Ha ha ha ....

You may say WOW now, and noobies may think it is all bed of roses.

I also wish to highlight, my worse loss in my 36 mths of tracking is RM 30K in Oct 2018, which is not too long ago. It was 5.XX% loss M-o-M. Then in Dec 18, my port registered another RM 10K loss. So, it is not all bed of roses. Staying power and balls of steel are needed sometimes.

Xuzen

i won't give you the beat around the bush answer instead i'll give you the maggi mee sedap dimakan cepat dimasak answer:



Xuzen

CIMB - ASEAN.

It has a bit of everything ASEAN: Bolehland = 25%, Garudaland = 20%, Kiasuland = 15%, Land of smiles = 10% cash = 20% amd the remainder into various ASEAN members.

Xuzen

As for me,

I am selling all my Malaysia exposed UTF next week.

Malaysia = TAK BOLEH.

Xuzen

M-o-M [ Jul 2019 ] result is in:

Algozen™ ver four made a loss of 0.33% M-o-M.

Manureits is the worse performer. Not sure why, I thought rate cuts would be better for reits as I understand it, REITS are heavily geared and rate cuts means lower cost of borrowing. It should have been positive for REITS.

Ponzi 2 also made a loss.

Losses were mitigated by Bond and US exposure.

Xuzen

I am on wrap account, with a click on a mouse, I can move all my Manureits to Amreits... all RM 1XX K of it.

Manureits you better have a good explanation why you are lagging your competitor.

Hope the FSM spies will convey our displeasure to the fund manager of Manureits.

Xuzen

This post has been edited by xuzen: Aug 3 2019, 05:42 PM

come to think of it... we are basically hiring and firing fund managers at the click of a button. It is such awesome power isn't it?

Hmmmm.... I need some cash. OK boys, get ready your cash. I'm gonna talk some SH1T on Thursday that will make the market drop, get ready to pick up some cheap goods.

Later I'll talk some SH!T again to kiss and make up with China, off load your stocks then. Get ready....