Tag Archives: year 2011

Portfolio activity, July-August 2011

With the cash built up from the delayed contribution in October 2010 and April 2011, I have finally made the purchase in July and August. The delay was because (1) I have been trying to get Saxo to offer two global bond ETFs in London Stock Exchange since October 2010, which Saxo finally added them in May 2011, and (2) I was evaluating and setting up Standard Chartered bank online trading in July 2011.

Following my asset allocation plan, I have bought the funds below (through the broker stated in brackets):

  1. iShares MSCI Europe ETF (Saxo)
  2. Lyxor Asia Pacific Ex Japan ETF (SCB)
  3. Lyxor Japan ETF (SCB)
  4. iShares Citigroup Global Government Bond ETF (Saxo)

On the other hand, I have taken the opportunity in the recent rise of bond price to sell Legg Mason Global Bond Trust, an actively managed unit trust fund. Following the sale, I do not have any actively managed fund in my portfolio, except UOB GrowPath 2040 in CPF SA. I will allocate the sale proceed to US equity, again, according to asset allocation plan.