QUOTE(5p3ak @ Aug 20 2018, 08:00 AM)
Maybe switch some to United Global Quality Equity Fund - MYR Hedged ?
It looks more industry diversified. Probably a good one to reducing the exposure to Tech and yet keeping in touch with Tech lol (United Global has 30%+ in tech).
QUOTE(MUM @ Aug 20 2018, 09:43 AM)
if you felt too heavy about it and you thought about switching it.....
you hesitated due to the current performance.....
i guess there is no easy answers, for the answers would only be within yourself.
To provide a bit of ease to make a decision in this dilemma,
one can try do switches partially in batches over a period of time?
try to tell your mind that, Sell high, buy low?
read the FSM weekly PE valuation reports to "brainwash" to go more into lower PE regions/sector?
read the FSM articles on forming a diversified port to "convince" one of the need to do so?
use the "profits" from the TA global Tech to buy something nice,.....so even if in the event of
,....one would still have some consolation
?
etc.
Tell us what you had decided to later...ok?
That's true, there's always no easy answers to choosing a fund. The best way i think is to rebalance the portfolio overtime to reduce the exposure and risk.
I read up and it seem that US EQ has the highest PE among other country and rated 2 stars unattractive from FSM. I think i might slowly reduce exposure to US EQ.
I still haven't decide anything yet, still trying to look around and finding a good fund to switch over (Or even keeping it as cash?).
QUOTE(xuzen @ Aug 20 2018, 10:31 AM)
I have been holding TA tech for the past two or three years. I am happy with this UTF.
In my personal port, right now I keep skimming profit from it and put it to M'sia KLCI exposed UTF [ some people use the term " rebalancing " ]
Same for me too, i first bought TA Tech 2-3 years ago with some small top up in between and YTD hovering around +35-40% since early this year.
It get me a little concern now with that hovering and market sentiments, so i'm trying to think of which fund to switch over/cash out while my unrealised profit is still there.
Which Malaysia KLCI exposed fund do you recommend? Do you mean KGF?
This post has been edited by hong823: Aug 22 2018, 05:11 AM 
Apr 25 2018, 10:32 PM
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