Bloomberg just updated their website interface....nice 

FSM HK Managed Portfolio - 2018 Investment Strategy (Chinese Only)

wow! 59 page article......too bad it is in Chinese only....

https://secure.fundsupermart.com.hk/fsm/art...nese-Only-14301

I like their presentation style...clear and easy to digest without excessive jargon.
Basically they are very positive about South Korean Tech + China Tech + China Finance.

  this looks like a "better" suited fund than Ponzi 2.0 under the above scenario....

"As of end of September, the fund has high exposure to China & Hong Kong (47%), followed by South Korea (15.5%) and Taiwan (14.2%). Looking into sector allocation, the fund (ACG) has been heavily skewed towards Information Technology sector, having close to 41% within the sector as compared to its benchmark MSCI Asia ex-Japan Index (see Figure 5). Its peer fund, Asia Pacific Equity Income (APEI) has a rather underweight position towards IT-related equities."

https://www.fundsupermart.com.my/main/resea...mber-2017--9147

sorry,...  

Affinhwang highlight some categories of stocks below which they think are not suitable for long term holdings. The key word being long term. Another point is that this is not a total blacklist of what to avoid, some of them do turn out to be darlings, but the odds are working against you.

Penny Stocks with High Volumes
Owners Who are Not on Your Side
Structurally Weak Industries
The Future is Now - Disintermediated Businesses
stocks that have more resilient business models

http://affinhwangam.com/what-stocks-not-to...ocks_not_to_own

but ever since Ponzi 1.0 changed its mandate last month (or pure coincident)
the FSM charts center show 1 month returns of Ponzi 1.0 is 4.97% vs Ponzi 2.0 of 5.19%
no much different wor....

dead cat bounce or kena screwed kaw kaw during the last month meeting?

got this from their web....

This can be achieved due to our unconstrained, long-only active management style in our investment portfolios. In other words, we subscribe this basic investment principle, “Buy only what you know and why you own it” as the legendary fund manager, Peter Lynch, would say. That has resulted in:

Strong outperformance of our equity portfolios compared to our peers
Track record of no default to-date across all our fixed income portfolios
Low volatility investment performance as we do not take excessive risks

they are not walking their talk?

in November, FSM suggested this....Affin Hwang World Series - Japan Growth Fund
https://www.fundsupermart.com.my/main/resea...se-Market--9099

maybe bcos of it much lower initial purchase value too

Hedging effect?

in November, FSM suggested this....Affin Hwang World Series - Japan Growth Fund
https://www.fundsupermart.com.my/main/resea...se-Market--9099

maybe bcos of it much lower initial purchase value too

A Very Rewarding 2017 For Equity Investors

It is the time of the year again where we review the performance of equity funds on our platform. Against a backdrop of upbeat markets, more than 97% of the funds clocked positive returns in 2017 with an average performance of an astounding 15.0%.
URL: https://www.fundsupermart.com.my/main/resea...-Investors-9308

I think it's quite difficult to get that with a conventional diversified unit trust portfolio.  Unless, you concentrate your portfolio on one or two main winning horses at the right time.  But, that would have increased the risk proportionately.  Higher risk, higher returns (higher loss too). 

Registered on Monday and received the email this morning. Code only

This promotion is only valid on 20 January 2018.

Anyone going for the Unit Trust Investment Fair in Sunway? The registration is just for the talks? Will there be any booths, because i do not want to go for the whole day talk. Just want to see around.

I just finished the switch processes of my Ta global Tech to United Global Quality EQ, for more diversification purpose and also for below reason.

[attachmentid=9540263]

Ta global tech is lagging behind its mother fund more than 20% in 1 year time, because Ta Global tech only invest 70% into its mother fund, and keep 30% of ur money as liquid asset, which is against to it asset allocation in Product Highlight Sheet :

"minimum of 95% of the fund’s Net Asset Value (NAV) will be invested in the Henderson Horizon Fund – Global Technology Fund (“the Target Fund”), with the balance in liquid assets."


[attachmentid=9540297]

It is not acceptable for me. Like information on the packaging is different like things inside.

Buy EQ with 0% SC, then immediately switch to FI to earn credit then sell ... 

Previously the "Return since tracking date" in Fund Watch is not dividend adjusted, so you will see much worse return if your tracking fund has giving out dividend after you add to Fund Watch. 

I reported to CIS last month, now it is finally fixed 

Thanks and I found a quite helpful post here
Incase anyone needed
I'm gonna switch to eut then but still stick around here cos more post here 😁

Just buy any fund from the same house and then switch
For example if you want to buy CIMB-PRINCIPAL Greater China, buy CIMB-Principal Asia Pacific Dynamic Income Fund at 0.8% first, then baru switch to China

Most fundhouses covered

If eUT is so good, why r we all still using FSM I wonder.... Lolz. Blind loyalty?