1. Core Portfolio
No action on this front.
The market is slowly sliding downwards and with a large Singapore portfolio again, I am especially looking forward to adding more of Berkshire B. As a proportion of our entire assets, it’s still currently less than 10%.
Honestly, I doubt any rebalancing would occur for this portfolio in 2016. I don’t want to rush in to accumulate a “desired” position in several of the asset classes.
| Asset |
Avg Bought |
Amount |
Price |
Valuation |
Allocation |
| STI ETF |
$2.92 |
12,800 |
$2.79 |
$35,712 |
31.3% |
| Berkshire B |
$134.50* |
120 |
$141.40 |
$23,246 |
20.4% |
| SSBs |
$1.00 |
15,000 |
$1.00 |
$15,000 |
13.2% |
| Cash (SGD) |
$1.00 |
40,000 |
$1.00 |
$40,000 |
35.1% |
|
|
|
|
|
|
| Total |
|
|
|
$113,958 |
100.0% |
2. Local Stock Portfolio
This is where I was a maybe a little over-active this month.
I bought 2,500 shares of ST Engineering @$3.06 to make ......
