Tags
2014, aggressive portfolio, Eastspring Investment Small Cap Fund, equities, funds, HWPRSSF, HWSLJPQ, investing, investment, mutual fund, mutual fund investment, mutual funds investment, portfolio rebalancing, PRUSCAP, RHB-OSK Islamic Bond Fund, RHBIBND, strategy, theory
After the previous 3 posts on planning and stating down my portfolio theses, it’s time to put those into executable actions:
- Sell units of Eastspring Investment Small Cap Fund (PRUSCAP:MK) to drop my total allocation of this fund to ~8% instead of ~11.2% now.
- Sell out the RHB-OSK Islamic Bond Fund (RHBIBND:MK), because its expense ratio of 3.21% is simply too high and due to the profit sharing scheme of 85:15.
- Increase fixed income instruments allocation from 10% to 20% until year end. I will cover this particular action in the next post on the selected fund.
- Increase holding of PRS account on Hwang AIIMAN PRS Syariah Growth Fund (HWPRSSF:MK). To capitalize on the tax incentives.
- Merge the current portfolios into Core Portfolio, and split out the Hwang Select Japan Quantum Fund (HWSLJPQ:MK) into the Supplementary Portfolio.