Mid Year Review (4) – Growing my Index Portfolio Steadily

Followers of my blog would know that besides my equity portfolio, I have an index portfolio that I mentioned periodically. Started in 2017, it has since quadrupled in size. Different from my equity portfolio, my index fund portfolio is made up fully of ETFs. Furthermore, it goes beyond just equity ETFs to include Bond, Gold …

Still Staying Invested

Fear is common and understandable I know of a few people who got so terrified by the recent sharp decline in the US stock market that they decided to sell off all their stock investments (apparently) at a loss and keep the capital as cash. But who can blame them when we saw the value …

Wk20: Ahead of Schedule – Overseas Holding hits 28%

As the saying goes, change is the only constant. In the early part of this year, SG market has been outperforming the rest. But from my last blog to today, SG market is the worst performer among the 3 markets that I track closely. STI lost 4%, HK Hang Seng lost 3.5% and S&P was …

Index Portfolio Sneaks In to Grab #2

Almost unnoticed and creeping up silently, my index portfolio has grown over the years to become my number 2 portfolio today. It has grown from 8% at end 2017 to become 28% of my total investment this weekend. Amazing growth! Even faster than my overseas portfolio, which has grown from 9% to 18% today on …

Wk11 : Wild Wild West

My overseas equities holding has dropped from 26.5% to 26.1% of my total value of equities. It may reduce even further by my time tomorrow morning when the US market closes as the futures are showing deep red now. Actually the S&P 500 and Nasdaq have been doing quite well this week, but so has …

Wk 10 – Still Interest Rate and Buy

The headline for this week investment community is still the interest rate and for me it is again to accumulate more shares at lower prices. Just when we thought that the risk from interest rate has subsided, Mr Fed Chief came on public media and shared that with economy reopening, we could expect some inflation. …

2021 Target: Increase net worth by 5%

Trained by years of corporate life, making personal Tasks and Targets (T&T) for the year has become an annual affair. For my investment journey this year, I have set the following T&T for 2021: 1. Increase my net worth by 5% is the key overriding one. After failing to deliver on this target last year, …

COVID year, A Tough Investment year, A Learning year

With 2 weeks to go, I guess it is natural for many of us to go into some reflection moments. I got some unforgettable hard knocks in my investment journey this year that I thought I would share. This is my first post and when I have more inspiration, I may pen a few more …

Index portfolio holding up well!

My regular readers would know that I have a special portfolio that holds all my investments in index ETFs and unit trusts. This index portfolio has grew from 20% at start of the year to 30% of my total investment today. It grew partially because of my monthly regular fixed investments in selected ETFs (capital …

I Took Profit

In the last one week, STI ETF rose by 10% and my portfolio gained about 5%. I rode the climb with STI and took profit on some of my holdings along the way. I sold across the board - STI component stocks, S-Reits and some HK and US stocks. I was not so sure whether …