Just to update my regular fund purchase in April. The asset allocation plan in April indicated top up required for asset classes:
- US
- Asia Pacific Ex Japan
- REIT
I have only bought REIT in April, while I was preparing for the funds for the rest. When the fund was ready, it was July and the asset allocation had changed due to the rise in Asian stock markets. The asset classes to top up in July was US equity only, for which I bought Vanguard Total Stock Market ETF (VTI).
As of 7-September-2009, my portfolio allocation is shown below.
| Current | Target | |
| Equity | 67% | 75% |
| US | 23% | 25% |
| EU | 14% | 20% |
| JP | 4% | 5% |
| APEJ | 8% | 10% |
| SG | 4% | 5% |
| REIT | 14% | 10% |
| Fixed Income | 33% | 25% |
| Global | 7% | 10% |
| Asia | 6% | 5% |
| SG | 13% | 10% |
| Cash | 7% | 0% |
The next regular fund purchase is in October. The 7% cash shown above is the savings for this coming purchase.
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