just a note....no right or wrong...

your portfolio is focused mainly in (North Asia) China/HK, Taiwan South Korea and Malaysia
if you believe FSM Star rating.....yes North Asia is the way to go for the next 3~5 yrs.

but just that..your port is not that geographical/asset class diversified....but this again is up to individual...no right or wrong.



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Anyone planning to sell off KGF?

Then replace with what fund?
Or if you mean exit m'sia coverage all to gether?

Exit malaysia coverage altogether since it seems like our economy is plunging down.

Market down down down.

Hence next week ad hoc masuk masuk masuk:

IDS RM 2,500

TA Tech RM 500

Xuzen don't sai lang, always DCA because is kiasi investor.

This post has been edited by xuzen: Aug 12 2017, 01:32 PM

to answer your query....I guess no one sell off KGF bcos they don't believes our economy is plunging down.....
see below post.....entering into a m'sia focused fund yet again.

btw,..why do you think our economy is plunging down?

Hi Xuzen sifu, do you think IDS still got its potential?

Everywhere red now. Seems like the best solution is DCA.

Sure? Incoming shoot up again?

If refer back to earlier post where he shared his reits value....this RM 3500 in IDS is just of insignificant value to his port happenings....

Hello guys, wanna ask how long would a purchase of a fund be completed? Cz i've paid since 8th but still pending. The status is "priced".

Not long now.
In fact, the transaction has completed. Just that it takes a few days to reflect in your FSM page.

Okay thx bro!

It seems like Xuzen sifu is still gangho about Malaysia market. Either he has too much dependency on his real mirror analysis, or he thinks the GE will bring in another peak.

This post has been edited by puchongite: Aug 13 2017, 08:21 AM

Any Merdeka discounted sales charge promo this year?

How do I do monthly contribution to PRS on FSM ?

I already have RM 25K inside Auntie Lee Sook Yee UTF. I am going to DCA slowly into IDS another RM 25K by end of this year, making a holding of RM 50K in Malaysia centric exposure by year end.

Yes, this is an election theme play. I hope Ah Jib Gor don't call for election so soon, please let me make some money first can boh, Ah Jib Gor?

Just like before my TA Tech was a USD/MYR forex play.

India was a lucky dice throw, after I entered, Modi came into power and Sensex just went ballistic.

Some might think, this Xuzen is speculative and banging on pure luck..... well, it is a calculated risk.

I checked with Morningstar, and KGF & IDS has very poor correlation with TA Tech and Manureits. So, this Malaysia centric UTF, although at this moment does not have the best risk to reward number, I am in it for its poor corr-coeff (R^2) number aka good diversification to my overall port.

So I have two narratives to follow, one being KGF / IDS offers good diversification aka poor corr-coeff (R^2) value across my overall port; the other is the election thematic play. These narratives, I figured, have given me the confidence to masuk Malaysia centric UTF this time round.

If you do not understand the mumbo - jumbo I wrote above, just remember this then : Algozen™ the crystall ball cakap masok, I pun masok lah!

Xuzen

This post has been edited by xuzen: Aug 13 2017, 11:50 AM

You can do a manual RSP (which means you decide which date you want to topup a fix amount every month) or you can set it on auto and have them deduct money from your CMF every 15th of the month.
https://www.fundsupermart.com.my/main/faq/0...avings-Plan-976

Just a question, what happen if it don't play out in your favour (i.e KGF and IDS flat line or worse plunge)? Write it off as loss?

This post has been edited by Ramjade: Aug 13 2017, 11:49 AM

Yes. And then move on to another horse.

Xuzen