1. Core Portfolio
I bought 3,000 shares of STI ETF @$2.85 and 40 more of Berkshire B @$140.50 to increase my equity exposure in this core portfolio. Both assets are getting closer to my “desired” proportion and I would continue to add if the opportunity arises.
I am still waiting for the SSBs to go above 2.5% and if it doesn’t happen, I would be open to looking at longer-term SGS bonds or even corporate bonds to balance this portfolio.
| Asset |
Avg Bought |
Amount |
Price |
Valuation |
Allocation |
| STI ETF |
$2.92 |
12,800 |
$2.87 |
$36,736 |
32.0% |
| Berkshire B |
$134.50* |
120 |
$142.37* |
$23,064 |
20.1% |
| SSBs |
$1.00 |
15,000 |
$1.00 |
$15,000 |
13.1% |
| Cash (SGD) |
$1.00 |
40,000 |
$1.00 |
$40,000 |
34.8% |
|
|
|
|
|
|
| Total |
|
|
|
$114,800 |
100.0% |
*The two numbers are in USD
2. Local Stock Portfolio
| Stock |
Amount |
Price |
Valuation |
... |
...
