I really liked the series of posts on asset allocation started by Derek and followed on by a few other bloggers. Unfortunately, I was busy with the privatisation theme then and could not participate. So, here is my post on the issue. To make up for the late posting, I added a few notes for readers' info.
I have been tracking my asset allocation since 2001 and the figure below shows the asset allocation at semi-annual intervals since then.
Semi-Annual Asset Allocation |
Each column shows the asset allocation at the stated point in time. The assets are arranged such that the more equity-like an asset is, the lower it is placed, while the more cash-like an asset is, the higher it is placed. Thus, you find that equities are placed at the bottom, followed by REITs while at the other end, cash is placed at the top, followed by preference ......