Good combination. A thing to be cautious is the portfolio is rather heavyweight on Asia Pacific equities.

Yes, as KOKMAN said, "GOOD combination".
Yes, as Sui Jau said, gives it a try to see how it goes.....
"The most important advice I would give to anyone who hasn't started (be it man or woman) and is being held back is to starting investing now, but use a small amount. Something you are comfortable with even if you suffer losses. It can be as little as one thousand dollars because that is usually all you need to start investing into a unit trust. Then, as you invest, you will see how markets and such affect your returns and you will be able to learn from your experiences without suffering too much heartache compared to if you placed your entire life savings into the market and lose half of it in a market crash. The key thing is you have to accumulate investing experience. No amount of prior reading up and accumulating of knowledge can compare with actual investing experience which can only be built up by using your own money to invest. You have to experience the emotional pull that comes from market ups and downs and learn how to handle your emotions during those times. And learning from mistakes made is the greatest teacher."
https://secure.fundsupermart.com/main/resea...SJBlog_20141031

Just recently, FSM MY suggested for Affin Hwang Select Asia (ex Japan) Quantum Fund to be allocated no more than 10%.....
"since the fund is investing into the small cap space which associates with higher risk, investors should keep their exposure in the fund with not more than 10% allocation of their overall portfolios."
https://www.fundsupermart.com.my/main/resea...ober-2017--8958

Also do check the fundfact sheet of Asia Quantum....the last time it shows about 34% in M'sia mkt.....which would increase your m'sia coverage from 10% of KGF to 15%
no right or wrong...... as Sui Jau said, "You have to experience the emotional pull that comes from market ups and downs and learn how to handle your emotions during those times. And learning from mistakes made is the greatest teacher."

Will you planning to move out from India as well?

Hi everyone, thank you very much for participating in my survey and feedback.

The survey is still open, if you want to participate, you are most welcomed to check out survey link below.

https://www.surveymonkey.com/r/G56LTW5

I am quite inclined to just keep the current config in India. It's been going up and down recently, but the average isn't quite indicative that it is totally spent.

India is the next China, invested for the long run!

Thanks! I think i will keep it, and fork out some extra cash for IDS.

Hi, i would like to ask for suggestions and comments on my funds.

1. Affin Hwang Select Bond Fund 10%
2. RHB Asian Income Fund 5%
3. CIMB Principal Global Titan Fund 20%
4. CIMB Principal Asia Pacific Dynamic Income Fund 20%
5. CIMB Principal Greater China Equity Fund 10%
6. Kenanga Growth Fund 10%
7. TA Global Technology Fund 10%
8. Affin Hwang Select Asia (ex Japan) Quantum Fund 5%
9. Manulife India Equity Fund 10%

Thank you.

I would remove Quantum and replace with Global Emerging Market fund Quantum fund has overlap with Cimb APDI...
No love for REITs?

Pokémon style, many overlap = inefficient port.

Can U tell me which funds are overlapping so i can figure out how to fix it? Thank you Funnyface & Xuzen.

This post has been edited by Streetrat: Oct 26 2017, 02:40 PM

Go to Morningstar website, key in your UTF in the X-Ray my port function, check out the correlation matrix. See how many have values greater than 0.8. You will then realize what I am talking about.

Xuzen

somewhere in April...i check mine...it was like this....



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How to access this feature in Morningstar? Need subscription?

Is this correlation matrix function in Morningstar Malaysia or Morningstar? I just done it in Malaysia Morningstar's Instant Xray and cannot find this function.

Just found it, now need to learn how to read it. Thanks again.

goto page #1, post# 8, you will have direct link
see image

don't forget the most important....see idyllrain post...per image


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Here is my correlation matrix from my fund, now need to figure out how to fix it.


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Hi all, I am pondering a question. In decision making of choosing good fund manager, one of my criteria is good benchmark against the market. The good fund manager should perform better than market and bad ones perform worse than market. Is there any flaw to this criteria?

Because, I don't really understand that some of UT are well recommended but actually having rather unsatisfactory performance against benchmark. E.g.:

TA Global Tech
https://www.fundsupermart.com.my/main/admin...heetMYTAGTF.pdf

Edit: Shouldn't we find other manager that invest in the same market as TA Global Tech but with better performance against market benchmark?

Disclaimer: Above UT is just example to the theory, I have not recommending neither against the mentioned UT.

This post has been edited by Vk21: Oct 26 2017, 05:06 PM

did you convert it to MYR?