This post is way overdue, but just to update my portfolio activity for the regular fund purchase in October. I topped up the followings according to my asset allocation plan:
- Europe — iShares MSCI Europe ETF
- Asia Pacific Ex Japan — Lyxor Asia Pacific Ex Japan ETF
- REIT — REIT stocks in SGX
- SG fixed income — SGS bond ladder (partial)
I bought 4-year and 6-year SGS bonds from Fundsupermart, and 5-year SGS bond from primary auction. So the bond ladder is 50% complete. I will hold these SGS till maturity and add 5- or 6- year SGS bond in the future to complete the bond ladder.
The fund purchase was done in late September/early October. It brought my asset allocation to the target 75/25 but it didn’t stay for long (which is normal). The fnancial crisis that followed brought the equity allocation down and it hovers around 65% since then. I thought may be I would do an early top up in January next year, before the next scheduled one in April. But, nah, I think I will be too lazy to do it. Back to my life…
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Portfolio review for 2008 « The Mamak Stall Investor // Monday, 7 September 2009, 1:43 pm at 1:43 pm |
[...] last portfolio activity was in October. Since then, cash (6% in the table) is being built up from the monthly savings that will be [...]