+6.2% USD for 6.5 profile

hmm I just realised...

How are you guys getting the Q1 figure? From website?

I think the number I have is from inception only

was -6% @ 6.5 prof

welcome to the roller coaster!

just kidding, its not as exciting as the 36ers here haha

Gold is their form of hedging lah I guess

I think their algo saw a strong negative correlation between US stocks and gold

Oh yeah forgot to update:

Just for fun, I have now switched a portion of 6.5 port to 36

Buuut, it seemed a little slow I guess. Despite not having any FX done at all, it is still.. a bit yeah slow.

I did the change on 1/4, before US market open. It registered on the app on 1/4, in progress (selling).

It sold the assets on 1/4 US (2/4 MY), then it now shows that the transaction is done on 2/4.

For some silly reason, they bought the assets in 2 tranches over 2 days (subsequent days even), instead of doing it all on the same day.

No idea, but when I was a trader, we would do the switch in real time (with a net positive or neutral cash position of course). So lets say uh Norwegian retirement fund wants to exit O&G and Banks, then switch into Healthcare and Property, we would just sell then buy almost immediately over the day, taking into account not to impact the stocks/entire market too significantly with any particular counter.

But these ETF markets are like a million times bigger than MY wor.

dunno wor, possibly

but I guess it doesn't matter on AUM in this case I suppose? you can just trade directly, because it is a dollar to dollar switching trade. granted our trade was in the 8 figure size, and the drawback is the impact on prices. But shouldn't a smaller trade be easier?

for SG, the switch is done on t+0?

This post has been edited by ViktorJ: Apr 4 2019, 12:53 PM

hmm interesting, mine actually looks different. android

Depends on your risk appetite

Yup

0.1% FX charges, dats it! no withdrawal fees.

walao, the quiz is so long? I thought someone mentioned like it was an hour or something (I musta read wrong)

Unless the market moving like hell, yeah should be similar

kaput here as well

its their end I guess

I also lowered mine back down to the bond heavy 6.5

Switched it last night. not in system yet though.

Gained 1+% last week when I went 6.5 -> 36, so I have no complains lol

I said that xD
And I also said
I switched to 36 for last week.

Now sitting at +7.7%

Roller coaster

Just to share:

6.5 -> 36

1/4 adjusted before US market open
2/4 Sell order complete
3/4 Buy order 95% partially complete
4/4 Buy order remaining 5% complete

36 -> 6.5

7/4 adjusted
9/4 Sell order complete
10/4 Buy order 97% partially complete
11/4 Buy order remaining 3% complete

haha yeah

the FX impact went from eating -50% of my gains to now only -14%

Tag me loh hahaha

Sorry bro, I just baru balik from a long trip. Busy busy. Log in to reply PM nia since last week.

Just checked, am up to +7.5% currently on USD, still defensive port. Am holding mostly bonds as well on the WM side, veli chicken.

Agree with the other poster, diversification. FSM funds are kinda different markets

You can do that, or tune it to somewhere in the middle, say 20-26%

I think most people have 2-3 portfolios just to see the performance, the port in itself are already diversified. SA will probably suggest that you decide on a risk% and stick with it long term

Sure

I think gains since inception of the portfolio, so neither monthly nor yearly.

And since everyone's portfolio start date is different... you get the idea. Most people probably started some time early this year. So maybe +1-2% monthly gain?
Yeah, it would be a good test to see exactly how resilient SA's portfolio actually is.

I have not touched my risk level since the last time, just randomly topped up again last week.