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joharbi
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11-04-2012, 08:24:53 PM
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Joined Date: 05-04-2012
Posts: 1 times
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HI from newbie :) Just join FSM
Here is my current portfolio. Hope can get advice from guru out there!
I had been investing in UT and some gold since last year
Diversified investments across different asset classes (CASH/ GOLD/ FIXED DEPOSIT/ UNIT TRUST)
1. CASH : [ 21.09% ]
ASB
1MALAYSIA
KOPETRO
TABUNG HAJI
2. GOLD : [ 24.79% ]
3. FIXED DEPOSIT : [ 11.28% ]
4. UNIT TRUST : [ 42.85% ]
(I) EQUITY FUNDS : 53%
PIOGF
KENANGA GROWTH
EASTSPRING INVESTMENTS ASIA PACIFIC EQUITY MY FUND
(II) BOND FUNDS : 27%
AMBOND
AMDYNAMIC BOND
ING-I-INCOME
(III) MIXED/ BALANCED FUNDS : 4%
OSK-UOB KIDSAVE TRUST
(IV) MONEY MARKET FUNDS : 5%
OSK-UOB CASH MANAGEMENT FUND
(V) OTHERS FUNDS : 11%
AMASIA PACIFIC REITS
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FAMA
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16-04-2012, 07:00:58 PM
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Joined Date: 07-03-2012
Posts: 21 times
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Hi
Welcome on board.... this is a quiet forum. haha...
NVM, it can always start with us first. I am oso new here... cannot give u much comment on the portfolio.
But i look at yours should be quite balance since you have different types of investments with quite even %.
I am aggressive type.. after putting the emergency funds asides, all go to investment. Malaysia Stock, and foreign UT 
Hi CAKA & Jutamind
GIve some comments to welcome the new members here....
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jutamind
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17-04-2012, 11:31:05 AM
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Joined Date: 16-09-2008
Posts: 79 times
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Personally I think joharbi has quite a high weightage to gold. unless joharbi goes in when the price is low, or else i think gold is at quite a high price, even though the price has gone down a bit.
i also think money market fund is redundant since you already have high cash/FD weightage, unless you want to use MM fund as temp fund to park your $.
I personally prefer to invest in M-REIT rather than any REIT UT funds. i invested in REIT UT funds before, but have to cut loss few years back and invested in M-REIT. since then have been making some good profits in M-REIT as compared to REIT UT funds.
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Stranger
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17-04-2012, 05:53:23 PM
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Joined Date: 10-04-2012
Posts: 17 times
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I have been seeing a trend that many people are buying into AmPrecious or OSK-UOB Gold and general funds. The mining companies have not been performing well even though the Gold price is high.
Apparently these 2 funds are the worst performing funds since past 3 years, do you all think the fund could a rebound sharply?
I am considering to buy into these funds...
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caka
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18-04-2012, 09:28:52 AM
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Joined Date: 11-08-2008
Posts: 136 times
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| I want to have some exposure to High Yield Bond of Euro and US market. anyone know which fund do suit ?
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Stranger
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19-04-2012, 09:05:01 PM
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Joined Date: 10-04-2012
Posts: 17 times
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caka :
I want to have some exposure to High Yield Bond of Euro and US market. anyone know which fund do suit ? |
Apparently all the global bond / fixed income is doing quite badly currently..The yield does not look very good. It seems Amdymaic bond still outperforms all countries when it comes to bond.
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caka
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20-04-2012, 11:23:16 AM
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Joined Date: 11-08-2008
Posts: 136 times
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ya, thats why i still holding my 70% AmDynamic Bond in my portfolio.
but i checked out the FSM HK fund list and found that the Euro and US bond markets are doing well for last quarter.
please refer to: FSM HK
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FAMA
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23-04-2012, 12:42:41 PM
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Joined Date: 07-03-2012
Posts: 21 times
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AmDynamic Bond past record is good.. future maybe good oso but may not be as good as past i think.
I start to look for other bond , if want to play high yield bond , i think osk-uob emerging markets quite interesting... still thinking whether want to give it a try
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gen05
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08-05-2012, 09:22:35 PM
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Joined Date: 03-06-2009
Posts: 128 times
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Bonds can be denominated in local currency or USD. Korea for example can issue bond in USD or in Won.
Do think carefully whether you can stomach the forex volatility. Few scenarios can happen, but in a nutshell, if RM appreciates against other currencies, bond values depreciate.
Also, short term bonds are less sensitive to interest rate movements.
Personally i feel that bond movements are harder to catch than equity.
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Stranger
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08-05-2012, 10:01:28 PM
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Joined Date: 10-04-2012
Posts: 17 times
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OSK-UOB Emerging market bond
ANybody wants to consider this fund? This fund performed even better than Amdynamic bond 
It has got 5% returns in just 3 months! 
I am considering it as oversea bonds have higher return and secondary market value than Malaysian bonds.
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Joe
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08-06-2012, 12:49:04 AM
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Joined Date: 08-06-2012
Posts: 1 times
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Wassup!!
I just want to share my portfolio
Risk Appetite : High, bet big win big!
Secured (19.45%)
ASB
- Goverment securities is risk free investment but limited.
Unsecured (80.55%)
- Unit Trust (80%) - All Equity
- Foreign Curr FD (20%)
1Q return is awsome!
Over n out…
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caka
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08-06-2012, 11:11:40 AM
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Joined Date: 11-08-2008
Posts: 136 times
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Joe :
Wassup!!
I just want to share my portfolio
Risk Appetite : High, bet big win big!
Secured (19.45%)
ASB
- Goverment securities is risk free investment but limited.
Unsecured (80.55%)
- Unit Trust (80%) - All Equity
- Foreign Curr FD (20%)
1Q return is awsome!
Over n out…
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All equity as in which region or sector ya? mind to share??
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Stranger
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08-06-2012, 12:17:59 PM
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Joined Date: 10-04-2012
Posts: 17 times
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I am currently favour on oversea markets like Asia and China now.
I think they have much higher potential than our own malaysian market as it is pretty peaked now.
The only local funds that i own is bond funds.. which provides pretty good return.
But i am also considering the OSK-UOB emerging market bonds as it seems to provide pretty good returns.
I think my portfolio is exposed to almost 90% oversea markets.. lol
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Slayer
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08-06-2012, 12:56:14 PM
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Joined Date: 06-11-2009
Posts: 39 times
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Me too...my only Malaysian exposure is AmDynamic Bond and a little high dividend-yielding equities...
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Ethan
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30-07-2012, 09:39:27 PM
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Joined Date: 30-07-2012
Posts: 48 times
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| You guys think at current situation, 75% of investment is in bond funds is ok?
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