Invest
Cory Diary : Asset Allocation Review 2019-0810
By CoryLogics  •  August 10, 2019

Seems like it has been a while since last reviewed my asset allocations. Not that I do not like. I always have the curiosity on how they goes and prefer to check on them more often than not as I am a slow learner. Usually I will do a quick round of updates across my accounts and have them reflected. Thanks to excel, this is all done in minutes.
In this update, the computation is a lot more simple on a more conservative side of perspective angle. Saving allocation has been reduced to 10% but I think it can be further improve.


Liquid Cash Flows from Investments
Equity/Bond/Pref theoretical annual dividends : $48K
Gov Securities : 4.5K ( assume max 10 years )
Saving/FD : $2.5K

Investment Sub-Total : $55K


Maximizing Returns
Saving 10% allocation implied missing at least 10K for possible earning. So I think maybe opportunity to tap more here in the...
Read the full article
By CoryLogics
I am not an investment adviser. Nothing herein my blog constitutes investment advice. Is my personal believes that not everyone has to go through the hard way. This blog also serve a purpose to help me record my understanding and personal learning growth. I sincerely welcome all comments.
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance