From this post, on Tuesday (3 Jan 2017), the first trading day of 2017, Bob had invested SGD30,000 and kickstarted his Bedokian Portfolio. Here is a summary of what he had transacted:
|
Asset Class |
Security |
Price |
No. of Shares |
Amount (including transaction costs) |
Percentage |
|
Equities |
SPDR STI ETF |
S$2.96 |
3,500 |
S$10,395.48 |
34.65 |
|
REITs |
Philip AP Dividend REIT ETF |
S$1.285 |
8,100 |
S$10,444.15 |
34.81 |
|
Bonds |
ABF Singapore Bond ETF |
S$1.135 |
5,200 |
S$5,931.28 |
19.77 |
|
Commodities |
SPDR GLD ETF |
US$109.72 |
10 |
S$1,615.581 |
5.39 |
|
Cash |
Cash in Bank |
NA |
NA |
S$1,613.51 |
5.38 |
|
Total |
S$30,000.00 |
100 |
|||
Bob is adopting the balanced Bedokian Portfolio2 which is consisted of 35% equities, 35% REITs, 20% bonds, 5% commodities and 5% cash. As you can see, it is difficult to make it a round figure, but as long as it is within ...
...
