if you are investing in too many funds your returns will get diluted unless you thousands to invest every month

Stocks bounced back once again. Those who deposited on Monday this week and managed to bought the lows on Wednesday Untunglahhh

EPF returns 6.15%. Higher than SAMY. All in EPF!

hang in there people

Ok tomorrow confirm negative liao for my portfolio

Damn such a firesale now. The rich will get richer since they can capitalise on this.

i tried the promo code and it works.

Lulz KWEB finally kena dropped by SAMY. RIP. Almost - 50% loss

If only SAMY bought more XLE man. and left the previous GLD weightage alone. Already up 60%. Though nobody praised this as a genius move. Too bad only 6% weightage.

Many ifs and buts

Sounds like a few here really did invested more money they could afford to lose.

As we continue to closely monitor the increased geopolitical turmoil, we've decided to reoptimise your portfolios in view of possible new sanctions.

Over the last 9 months, we've reoptimised your portfolios twice to protect your investments against rising inflation – first in the US, then globally. This is why our General Investing and Goal-based portfolios have performed better than the broader markets during the first 10 weeks of this year (we outperformed relevant benchmarks by 1.4% to 6.9% between 1 January and 11 March 2022*).

Here are the changes you can expect to see in your portfolio as part of the reoptimisation:
Minimised exposure to markets at risk of secondary sanctions, including China and other emerging markets
Increased allocation to assets with minimal direct exposure to sanctions risk

If you would like to find out more or have your questions answered, join us at our Ask Me Anything Live Session on 17 March at 7PM.

Minimising allocation to markets at risk of secondary sanctions

The Russian invasion of Ukraine has set global geopolitics into disarray. While our portfolios have very limited exposure to Russia, they do have exposure to China. Currently, China is at risk of secondary sanctions due to its close relationship and continued dealings with Russia.

There is a higher risk that the US would weaponise the delisting of Chinese ADRs (American Depositary Receipts) and use secondary sanctions to pressure China. As a consequence, volatility of China assets in the last few days has been significantly above the norm, increasing the realised risk of our portfolios.

With this reoptimisation we are minimising direct and indirect allocations to Chinese assets.

Increasing allocation to asset classes with less sanction risk

Our investment framework is reallocating the capital released from the China divestments to other assets that have minimal direct exposure to sanctions risk, taking into account the changes in relative valuation of the last few months. Depending on your chosen SRI, this reoptimisation will reduce your portfolios’ China exposure from 3%-20% to 0.0%-0.4%. For most portfolios, incremental allocation is going to Australian and Japanese Equities, International Treasury Bonds and International Inflation-linked Bonds.

We know it's easy to get caught up in the news about the current global situation. We're keeping a close eye on event risks and global economic trends, so you can focus on your long-term goals. As always, we recommend that you stick to your investment plans through the market ups and downs and stay invested.

suprisingly my Maybank shares have been the best performer for the past 3 years

This is where reoptimisation is important if the data points to the right direction. Did you know SAMY used to carry XLE before it was completely deleted a few reops back? And they brought it back again

Eh market opened already? Day lights saving time again? 😂😂 Damn that dip on KWEB again. Wonder what price my KWEB was sold at

This post has been edited by zstan: Mar 14 2022, 10:19 PM

Hmmm. Not all of my KWEB has been sold in one shot 🤔what is SAMY strategy

sure sure. any monkey is a genius investor

LOL. Go back to fixed deposit la. You can sleep better there

China seems to be losing the grip on Omicron. Shenzen is already fully locked down. In two weeks probably gonna spread to Shanghai or Beijing. Doubt lockdowns will work in Omicron's face. Will it further tank their stock markets than it already is?

Looking at Facebook comments, it's true that a saying 90-99% of investors who lose money often exit and never return again

Wow. Tencent charged of money laundering. Top holding in KWEB. This is going to bad for days