We’re about 1 week into Chinese New Year. Geez man! As in my previous post, the STI hitting 3600, triggered me to rebalance my portfolio as I needed to bring down my equity allocation to below 40%. I sold VanEck Vectors Gold Miners UCITS ETF (+8.34%), Deutsche Bank (+41.61%), Hugo Boss (+68.05%),  Bayer Motoren WK (+37.62%), SIA (+10.70%), and Capitaland Commercial Trust (+55.3%). Their individual CAGR was between 6.92% and 48.7% with average holding period of about 1.5 years.

As of end January, my equity holding was 35.53% of the portfolio. The remaining 64.47% was in short term bonds and cash. Total portfolio increased to $660,991.46 after profit and $4,000 fresh fund from my monthly contributions. As of end January, portfolio return YTD was 2.24%, …