Shares & Derivatives
Have I Forgotten Bob?
By The Bedokian Portfolio  •  June 7, 2017
No, I do not. In fact, I still remember him and his Bedokian Portfolio. This is the nature of passive investing, where the portfolio would just sit there (and be easily forgotten) and you do not look at it again until the time that you want to rebalance it. Anyway, since we had started this test portfolio at the beginning of the year, let us take a look at the status as of 6 June 2017: *USD/SGD rate at 1.38, from www.xe.com as at 6 June 2017 **Inclusive of dividends from STI ETF of S$185.50 and from Philip AP Dividend REIT ETF of US$159.57 x 1.38 = S$220.21. Bank interest not included. Bob’s Bedokian Portfolio, which started off with S$30,000.00, has an overall gain of S$1,861.62, which included S$405.71 in dividends parked under the Cash component. Asset class percentage wise, ......
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By The Bedokian Portfolio
My first encounter with the financial markets started in the aftermath of the 2008/2009 Global Financial Crisis. Before this, I had no notion of what investment and trading were, although I had learned about economics, business management and accounting back in my university studies. I was a trader when I first started, albeit an amateurish one, and trading was just a side hobby of mine ...
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