Key Changes are
1. Clearing of Ascendas Reit
2. Increase of Mapletree Industrial Reit
3. Rebalance of some OCBC for DBS
YTD XIRR 1.1% which is more than 3% behind STI. The weaker performance is mainly due to US Market exposure. The impact is larger than S&P500 due mainly to Magnificent stocks. Allocation wise is low double digits of the portoflio.
The Strategy remains is to hedge the portfolio against different segment of the market. Reit vs Banks vs US. In-addition outside this portfolio, other than fixed incomes, is the recent addition of Gold against some foreign currency. This is quite new so more like testing water. I did some new ground on TLT earlier and this also help to hedge against US Market volatility. Which can become vital bullet should I need to average down on US stocks.
How will the Tariffs scale of impacts be like .... I am still unsure .... maybe it doesn't matter as long we focus on the business and ensure we have bullets to buy low.
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2025-0403
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