Be prepared for 2 quarters with VNQ giving good returns and EWA breaking 30 range again

36% this’s time will be even less volatile and lets see whether AGG performs better than BNdX

This time heavyweight lifting will be done by KWEB itself because any rises to 70 range easily 8% gain for the remaining 2021 returns

Wish they would have switch to IYR last month and the gains will offset ore oN KWEB kWeB

they only sold the very highly priced ETFs...

even with the KWEB meltdown.. i am still sitting at +20.59% time weighted returns from KWEB since i got in on day 1 of reoptimisation last year. so i am not sure how some people who claimed they got in on January 2020 and with a monthly DCA can get hit by the KWEB drop past 1-2 months.

Forum is for exchanging ideas and opinion and also information. If indeed you feel strongly about what you do, then more reason for you to feel strongly about sharing what you believe too, correct? Instead of shunning and attacking when others opinion do not align with yours.

People here just want to make money and understand where their money goes.

Do it on somerhing you hv control in the directions of where it is going n how it plan to go...
Not by serious or excessive grumblings or demanding this or that, on things you hv no control in except EXIT.
Doing that would means you does not truly know what platform you had invested in
Abit of grumblings here n there are ok for "releases"

This post has been edited by yklooi: Jul 23 2021, 10:02 AM

Well VNQ has high liquidity and lower expense ratio than IYR. But anyway real estate in States remains limited and sales increase 22% in june 2021 compared to last yr with increase median home price. Any china related etf I fully support their allocation as me myself buying some MCHI because prev i think their kweb allocation was too little for my 30% profile.

Internatinal bond is new thing for me. I think my previous profile do not hav tat at all or very little allocation. So im still trying to learn more about it. Mayb sifu can enlighten me about it.

i am abit worried for my US stocks because the latest 10 yr treasury yield goes down AGAIN. The whole market like a pressure cooker for me nw.

This post has been edited by Msxxyy: Jul 23 2021, 10:49 AM

Agreed.

Anyhow, nowadays info pretty much available and easily accessible.
Plus covid accelerated companies online support
So any doubt or info required, just straight email or socmed ask.

The bonds are acting as hedge. usually if treasury yield goes down bonds go up. we have international bonds? the bonds in 36% are mostly US bonds i think.

bndx is in my 22% portfolio. Thought tat is international bond. Correct me if im wrong.
Short and sweet explaination. Thanks!

This post has been edited by Msxxyy: Jul 23 2021, 11:02 AM

Yes you are right. 5

5.50% Emerging Markets
57.10% Europe
23.80% Pacific
0.40% Middle East
9.10% North America
4.10% Other

when the economic outlook is more certain and stable, usually bonds or real estate will be used as a hedge compared gold. which is why most of the gold sold. and also why some members complained the overall portfolio being too defensive. when in fact the defense had just shifted from gold majority to bonds and real estate (with some gold).

IYR has better growth compared to VNQ but still good choice for to cover some growth in each equities this round so it is quite balanced all round

MCHI and KWEB not really co related so a better comparison would CQQQ to KWEB

KWEB drop 8% just now. can do minor lumpsum today but FX not too good though.

-9% now holy shit

Do you guys DCA with Stashaway?
If yes, do you do it every bi weekly? Monthly? How frequently do you DCA?

Bi weekly for me.

if you are on 20% weightage it's only 2% drop of your total portfolio...

Every Monday, you can set interbank GIRO on Sunday.

Anyone track with yahoo finance? How to set selling?

Holding time now and 1 day to early to reoptimise instead

Already close 50% from ATH for KWEB time to load up for those who loves China Tech

If you sell be prepared because it will take a day or 2 depending cut off time when you initiate the sell off

So plan wisely when you sell as you might even lose money when selling on a day like this where KWEB open at the bottom of 8% of the closing price the day before

DLLM, ppl ask how to set selling in Yahoo Finance not sell in SA.