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Cory Diary : Asset Allocation Review 2019-1014
By CoryLogics  •  October 14, 2019
A month past since I last reviewed my asset allocation. Time really flies.  YTD Asset increased by 21% thanks to equity market in-addition to regular salary income. Manage to consolidate some of my cash to Fixed Deposits which provide quite good 1.4% returns to my surprise. I have been neglecting them .... . With reduced Cash level at 3.8% of Net Worth (see chart) this is probably the minimum I would go for now. There is some timing involves to support Housing Loan payments with added buffers of-course for emergency needs.  With Saving amount hits absolute base line level needs, near and mid term future funds from Salary and Portfolio probably can now be put more into active service or likely building up the warchest further as in Fixed Deposits. Cory Investment Portfolio YTD increased by 18.4%. Which roughly tally with the profits recorded this year with a little cash injection to top it...
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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.
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