Thanks senpai for sharing

I myself nearing 30 y.o., have been "observing" for investment instrument for too many years before actually dipping into it.

Btw, I would like to kindly ask for help on building "DIY" port, my current purchased UTs:
- Kenanga Growth - 2 unit
- MANU Reit - 2 unit
- TA Global Tech - 2 unit
- CIMB Greater China - 1 unit

*unit = x amount of money

Above are DIY that I put about 1/3 of UT investment while the rest of 2/3 goes to balanced managed portfolio. In near future I'd have even less time to monitor it, so my future strategy is to look at my base UT and top up on those I'd like to. I'm looking for more "base" UT to compliment above.

Candidates:
- CIMB Global Titan
- Affin Hwang Select Asia ( Ex Japan ) Opportunity
- Eastspring Global Emerging Market ( new candidate, hehe )

Likely going to be ex-candidate:
- CIMB Chi Indi Indo
- Interpac Dana Safi

A lot of lucrative UT are heavily Asia based, trying to diversify here. Any input please? Of course I'm open to more UT not mentioned above that are reliable in long term, Thanks in advance.

This post has been edited by Vk21: Nov 2 2017, 03:38 PM

No love for Ponzi 2 aka CIMB APDI?

put it in % for easier looky looky

btw, just a note: CIMB Greater China, EI GEM and Ponzi 2.0 has a correlation of 0.8 and above

This post has been edited by T231H: Nov 2 2017, 03:58 PM

CIMB APDI "Asia Pacific ex Japan", sounds like overlapping field with AH Select Asia Opp? What is the deciding factor I can choose between the two?
T231 also mention high correlation with with other asian UTs.

But has been wondering why is it called ponzi 2.0? the scheme is real?

And what is the UT name of the one has been referred as ponzi 1.0?

This post has been edited by Vk21: Nov 2 2017, 04:22 PM

maybe this comparison chart may help.
btw, Ponzi 2.0 had been on the FSM recommended fund list for a number of years over AHSAOF

This post has been edited by MUM: Nov 2 2017, 05:15 PM


Attached thumbnail(s)

just read this.....hope you guys liked it too....

Benefits of Staying Invested
October 31, 2017/by Affin Hwang Asset Management
http://affinhwangam.com/benefits-of-staying-invested/

click PDF download for more of that article

This post has been edited by yklooi: Nov 2 2017, 05:41 PM

AH need to prove the point first, then only talk.

If talk ahead of proof, then it is a bit bitter.

Guys, I'm trying out the polarbearz spreadsheet, may i know how do you guys update the sheet "Fund Allocation"?

I tried looking at fact sheet of my funds, but some didnt state how much they have in each country/how much investment is in equity or fixed income of which country.

Thanks!

Some one mentioned before that he used agar agar based from the info from the prospectus.......or annual financial report

This post has been edited by T231H: Nov 2 2017, 06:21 PM

wow.....
in just 1 day...my port +0.82% ....
hope you guys are doing great too.....

Prelude to a great fall??

that was yesterday result, today should drop abit

drop no tell-lah...
this month will have a few funds having distribution which will "screw" my tracking for awhile...

well we need to stay true to the spirit of UT, don't care about recent market volatility, instead focus on our long term allocation instead.

Gain in one day lose it back the next day.

Thanks Mum

I guess my diversification is missing other continents now: US, Europe.

Not sure if I should also put India and some South America, sounds more like extra than main units.

if you want can try see the holdings of FSM Managed Portfolios
see page 475, post 9485 for guide of how to see them

Greater China vs Emerging Markets
Which one would you guys suggest for a higher return ?

what is the time frame?

Long, very long , 30 years also can

for 30 yrs.....I would vote GEM