Today a new interesting Chart to view portfolio diversification. As you can see below, the Equity portfolio has 4 main segments namely Banks, Reits, US Big Techs, and others.
Others as in the list currently in the portfolio. Do ignore the yield number in the table as is still in investigation stage.
As usual, the main driver of returns are the Banks. Macro play a good part of their profitability. The US Market which we have been trying to grow, has all the key positions in place except strong returns ... ... . This aren't surprising as they have rebounded mostly in year 2023 and 2024. There's some difficulty to grow through new funding quickly as we have missed the critical timing to add more.
The Reits in the portfolio are now mainly defensive play. Basically a hedge against macro turning bad but also securing some level of baseline dividends. This businesses are robust.
So this leave with the least allocation in Others category. Something we should develop imo but in-steps that we are comfortable with. The risks are much higher so ETF is one consideration however most ETFs have Bank or Reit inclusion. Something to further explore considering many popular stocks have already run-up.
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