i did not actually focused on Tesla....

that stock alone had jumped alot .....
with that % of composition in that UT fund and with the % of allocation of that fund IF in my portfolio
that stock alone will have little impact to my overall portfolio even if it were to jump again now.

if 10% of that fund is in my port
if 10% of Tesla is in that fund
if Tesla were to jump again by 30%

the NAV of that fund will increase by 3% and my portfolio will increase by 0.3%

if to be based on asset size.....

The six largest fund houses by assets under management (AUM) as at end-2017 were
Public Mutual Bhd (RM81.44 billion),
CIMB-Principal Asset Management Bhd (RM74 billion),
Affin Hwang Asset Management Bhd (RM55.1 billion),
RHB Asset Management Bhd (RM47.37 billion),
Eastspring Investments Bhd (RM39.8 billion) and
AmInvest (RM36.1 billion), the asset management arm of AmBank Group.

PM is "the best"

https://www.theedgemarkets.com/article/cove...s%20Bhd%20(RM39.

yes...like posted by t231h.....the annualised returns will be good for years to comes

how many % has this tech fund gives you?
how many more % of this tech fund do you want to add?

after adding this new % into that tech fund, how many % will it increase your portfolio ROI % (if the performance results were to be the same as previously)?

(very rough estimation)

currently you have 8% at tech
you want to increase to 25% ....about 3x

tech gives you 12~20% profit...assumed to be 20% profit to your current 8% tech
which is about 1.6% added to your portfolio ROI

assuming yr port has 10 000 and 800 is Tech
20% of this 800 is 160 profit
thus is 1.6% of your 10k port.

adding your port to 25% with 1700 added into 800.... = 2500
assuming same 20% ROI ..... 500 profit instead of 160

your total in port is 10000 + 1700 = 11700, thus 500 of 11700 is 4.25% profit instead of 1.6%

if you want at least another 12~20% profit for your overall port..... how much need to add to tech??

This post has been edited by yklooi: Nov 21 2020, 05:04 PM

You must be wondering and referencing to the trend movements as in image posted in Yr post 24042 above or/and as per 1 of the image in post 24032...? Haha

This post has been edited by yklooi: Nov 22 2020, 12:19 PM

but upon looking at closer.....
looks like the MYR HEDGED does not have high JIG ZAG rate movement...
will that mean lower volatility?

This post has been edited by yklooi: Nov 25 2020, 11:03 AM


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what is the risk level you are considering?...Conservative, Moderate or Aggressive?

started in the morning to be good,...
was so happy for i expected to hit 3% MoM aftter today last day of the month.....but NOW
as most of my eq is in Asia pac region


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just for shiok sendiri...

MoM
DIY port +2.25%
FSM Managed Port +5.8%

looks like my DIY port YTD just better than SSPN ...still got 30 days to go
looks very very not likely to beat EPF....

This post has been edited by yklooi: Dec 1 2020, 05:38 PM


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your portfolio's YTD is almost +27%

This post has been edited by yklooi: Dec 2 2020, 12:28 PM

Fitch Downgrades Malaysia to 'BBB+' from "A-"
Fri 04 Dec, 2020

https://www.fitchratings.com/research/sover...k%20is%20Stable.

oh my Nomura ....

This post has been edited by yklooi: Dec 4 2020, 08:53 PM

will this foretell the directions to be of some of our Malaysians FI UT?

my Nomura for example ?

This post has been edited by yklooi: Dec 7 2020, 11:20 AM


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see how the top 5 holdings jumped in 2020


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So are funds focused on or with creative names like artificial intelligent, innovative, disruptive,, new tech, etc...
My takes, this year, there are disruption in the normal sectors like global trades, financial, shipping, reits, manufacturing, etc... Money will hv to flow from those to new somewhere.
For my risk appetite, If I hv some extra loss pocket money now, that that does not constitute to more than 3% of my port.... I will try it for some kick and excitement

according to FSM data gain....the YTD winners is ....

note:
Investment involves risk.
The price of securities may go down as well as up, and under certain circumstances an investor may sustain a total or substantial loss of investment.
Past performance is not necessarily indicative of the future or likely performance of the fund. Investors should read the relevant fund's prospectus for details before making any investment decision.
An Investor should make an appraisal of the risks involved in investing in these products and should consult their own independent and professional advisors, to ensure that any decision made is suitable with regards to their circumstances and financial position.


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just not sure if you realised it....
just not sure if your risk appetite/risk capacity allowed it...
just not sure if you have other UT funds or have other investment platforms....

looking at the holdings that you have....
without looking at the % of each allocation into each funds.....looks like they are Heavy in Malaysia

refer to the fund factsheet and add up the total allocation?

oh, my ideal would not suit everyone...
currently i hv epf & nomura which is abt 70% of my investable money = M'sia
then 30 % more in Asia Pac...

No idea... Just aim for returns that are on par as epf...