Following my last post on the review of my index portfolio, a few readers have requested for its full breakdown.
Below is the “FULL MONTY” as per your request 🙂
By the way, the estimate dividend yield for this portfolio is 3.5%.
Hope you find it useful. Have a great investment week, Warrriortan
| ETF / Unit | Est Dividend | % Of Index Portfolio | |
| Bonds (Target – 40%) | |||
| ABF S’pore Bond Index Fund, A35 | SGX ETF | 2% | 15.7% |
| iShares U.S. Preferred Stock, PFF | US ETF | 6% | 5.0% |
| IShares USD Asia Hy Bond, O9P | SGX ETF | 6% | 8.5% |
| iShares USD Asia Credit Bond, N6M | SGX ETF | 4% | 3.7% |
| SPDR Bloomberg Barclays High Yield Bond, JNK | US ETF | 6% | 6.4% |
| 39.3% | |||
| Equities (Target – 40%) | |||
| SPDR Straits Times Index, ES3 | SGX ETF | 3% | 9.2% |
| NIKKO AM Singapore STI, G3B | SGX ETF | 3% | 7.6% |
| ChinaAMC CSI 300 ETF (3188) | HK ETF | 1% | 3.6% |
| HangSeng H Share ETF (2828) | HK ETF | 3% | 11.7% |
| Deutsche Asia Premier Trust Fund | Unit Trust | NA | 4.4% |
| Lion Capital Malaysia Fund | Unit Trust | NA | 1.5% |
| 38.0% | |||
| Gold (Target – 5%) | |||
| Gold 10US$ | SGX ETF | NA | 4.5% |
| Reits (Target – 15%) | |||
| Phil AP Div Reit Etf | SGX ETF | 4% | 5.5% |
| Lion-Phillip S-REIT ETF | SGX ETF | 4% | 3.6% |
| Phil SG RE Income Fund | Unit Trust | 5% | 9.1% |
| 18.2% |
Invest For Yourself 
That’s a nice diversified spread of ETFs, and a good average yield.
I tend to keep it very simple with the index funds with only one or two key ones, but focus more on the spread of individual stock investments.
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As one other blogger pointed out, maybe I am overly diversified 🙂
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