I think he added it in because of its weak correlation to other funds.

Personally if you kept to 10% of allocation to your port, it shouldn’t be hurting your overall port. Stop panicking guys.

Seriously I wonder why the stock guys are much calmer than some of you eventho their paper loss per day is more than anyone combined in a week here.

I'm taking out Europe from my investments hence why I'm going global developed funds via TA Global Technology fund.

uuuhhhhh normally people wait till the new mandate then make decision to keep, sell or buy more.

hence the change in mandate which is good news. never understood why they were heavy in Malaysia when its an Asian ex jalan fund. brain in the knee

if that's so it doesn't explain why Ponzi 2 is doing far better. amirite?

Even if I did wht you gonna do about it?

by the time you buy it would have been too late. you can't time the market with unit trust.

Don’t derail the thread bro.

once I have recovered all my current losses I'm going to withdraw all my funds and place it under managed

bro you not diving into stocks? with your capital you can dive into the great sea

oh damn. I'm sorry to hear that brother.

my core port did wonderful. it's the diversified port that did horribly. come 2018 I am gonna ditch having a wide encompassing port to a streamlined one.

50% esther fixed income fund (Asia)
25% Ponzi 2.0 ( Asian ex Japan)
25% TA Global (Global)

another port of equal capital will be my bursa stocks making both portfolios a diversified one.

well at 10% per piece I don't stand to make alot out of these funds even if they netted me 20% roi. I got plenty of years ahead so I'm ditching diversification for a hassle free mind.

PS switching here and there is kinda pointless if you get charged a whopping 1.5%x2 all the time for us plebs who don't have a wrap account. so meh

okay I'll be honest my total UT port is around 70k so 10% of it is 7k. now let's say one of these satellite funds nets me 10% roi this year, that's 700 myr.

that's 1% return. so no I rather channel most of the satellite funds into my stocks. take for example QL industries, within the next 5 years its Family Mart investment will boom.

would you rather be invested in Manulife Reit or QL within 5 years? apples to oranges I know but I'm sick and tired of just staring at my UT and being disabled by high fees, switching charges and delayed processing times.

if you seen my post you would have noticed my core funds were riding the storms. the diversified ones are the one bringing down the port which kinda defeats the purpose. any hoo that's my thinking, either go big or go home. I'm not wasting my time to be diversified by getting little funds to compliment my port.

my new port will encompass the entire globe. Asia ex Japan and tech funds. Us, Europe and Japan along with emerging markets aren't shining

part of today's correction is because of the Micheal Flynn scandal implicating trump to Russia. also tax reforms in US is believed to cause taxes to be paid by the middle class and keeping the wealthy richer. it will not generate jobs as promised by trump.

the Golden time has passed

so I was right. this further cements my belief for the coming year. thank you

I don't think his crystal ball applies to any of us so for him to say ride it out, is to do incremental changes to one's portfolio like the portfolio managers in fsm.

kejap go KGF then go IDS then back to KGF again. if you follow him without his wrap account you will be left at a disadvantage.

distribution lah bro

why not reduce the top up into incremental purchases over the course till next year?