Nov 7, 2020

Cory Diary : Equity Allocation - Radar Chart

Has been quite some time since last report in equity allocation. With the clean up done and funds raised, we have less than 2 months to have the portfolio finalize for next year. One minor change is the addition of the slider lines in the chart which may help with the visualization of % allocation that I used to do without needs of it myself.

It has been quite a fun ride this year and how the rebound immediately after the reits sell down in the last couple of days. Again this attest to the need to be constantly vested in the game which 70% suits me so far for dividend returns. And if the market is to swing down, I have sizeable cash for opportunity. Nevertheless the cost of holding cash is there which therefore I have been diverting some to CPF housing refund while we wait for monthly salary to re-fill it back. 

At one time I cast the net wider and scoped more than 10 reits which then funneled it down to 8. I also did quite a number of re-balance while at the same time diverting more shares to DBST for lower cost structure and Rights management ease.

The major change is the clearing up of STI ETF and investing directly to fund. This will helps improve the yield of the portfolio further while the Bonds of roughly 20% allocation remains unchanged.


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