Some of you who have started following my blog earlier may remember that I have an Index Portfolio (modeled after a permanent portfolio concept) alongside my Growth/Income Portfolio. It has been a long time since I last spoke about it, so I thought I will do it today.
While I was actively managing (aka trading) my growth/income portfolio, I have not neglected my index portfolio. In fact, as of today, the value of my index portfolio has doubled (+100%) in value mainly through capital injection from monthly purchases of ETFs on SGX and little selling in between. Over the same period, my income/growth portfolio has only grown by 9%. Hence, my index portfolio has grown to play a more significant role in my overall investment strategy than before. It is now about 18% of total investment value.
In terms of performance, I mentioned that I am losing -6% in value