just a note to newbies lurking around....
please know what is happening or going on before you blindly follow......

As markets are constantly in a state of flux with opportunities and risks rising and falling, investors need to be ready to make the necessary adjustments to their portfolios to ensure they are positioned appropriately for the future.

At least it's a bagpipe tats richer than u.

I am just reading in between the lines. But this fren seems to be disagreeing with algozen

Good move I would say. Personally feel it's pointless to keep a fund that I can't top up anymore.

wow. just wow. what a douchy thing to say.

Ponzi 1 is not performing currently, I still has confidence to the FM thou and wish to top up actually yet the fund oledi soft close......

wonder what is the actions you guys made to ponzi 1 now, trim profits or just hold it till it cease soft closing and open for purchase again?

This post has been edited by ehwee: Jul 31 2017, 09:30 PM

Please be more explicit. I dont know what you are talking about. Everyone wants to position their port for the future.

This post has been edited by puchongite: Jul 31 2017, 07:53 PM

the below post seems appropriate for it....

for forecasting or prediction......
have to take consideration of PE value too...lower PE value more upside potential
For example, historic data tells us that on average you get a much better return if you buy equities when the price/earnings ratio is low than you do when it is high. So rather than investing 50% in equities, this might mean investing 60% in equities when the p/e is low, or 40% when the p/e is high. This is called tactical asset allocation as we are making shorter term tactical adjustments.
but also bear in mind low PE may continued to be low for some time more too.

FSM has this prediction too.....

2H 2017 Investment Outlook: How To Position Your Portfolio For The Year Ahead!
As we approach 2H 2017, here’s a quick review of the market calls we made last year, and how investors should position themselves for the rest of the year ahead
https://secure.fundsupermart.com/fsm/articl...d-?locale=en_us

some are thinking this.....
no right or wrong...it is your choice as long as it can helps in your portfolio allocation and risk appetite needs

bcos it increase the returns expectation from 13% to 14%
by reducing the AHBF 5% and add to TAGTF.
while lowered the RR.....

wondering why target 14% now instead of 13% previously?
14% more optimised now than previous 13%?


Attached thumbnail(s)

xuzen

My current port

Tech
Esther
KapChai
Evergreen
India
RHB total return
Titanic

80 EQ 20 Bond

Is this aggressive port ok? Been doing just merely 7% pa.

Seems below average for an aggressive port.

EISC really cant rely ad? haha

Should switch to RHB total return > TA tech or others.

To me, choose a fund solely base on historical data is a dangerous möve. The performance, the volatility, RRR etc etc are all history.

Invest base on current PER of invested market, or valuation may be is better approach.

Two things.

1. Sector by sector PER values might not be comparable. The high tech sector might command higher PER.

2. Sometime low PER might not turn around until sometime much later. If you invest in it ahead of it recovering, basically you lose opportunity costs.

My 2 cents.

I think the reason is the volatility of the 13% port and 14% is very close, if that is the case, choose the higher return port for the same level of risk. It is logical. But let me recheck my 13% port again, will get back to you tomorrow. Out of office now...

Your info does not tell me anything. Tell me the percentage of holding for each fund and how long have you held them.
7% p.a. Seems a bit low for your port. Something is not right....

PER valuation to choose a fund is just one of a method to select a winning horse. If this work for you continue doing so. I use the Markowitch Modern Portfolio Theory method to select my winning horses.

Xuzen

This post has been edited by xuzen: Jul 31 2017, 09:58 PM

Juz returning the favor man. U shud read the things u say as well. To be born poor is not your fault. To die poor is.

Time for July Managed Portfolio update again

Tracking period: 1 July - 31 July 2017
Portfolio Type: Aggressive
1 month Net ROI = 2.29%
2 months Net ROI = 2.72%

*Noted that CIMB APDI just did income distribution which lower the ROI by ~0.17%

PM done.

Thanks for sharing managed portfolio info

Where to compare the sales volume?