PORTFOLIO PERFORMANCE REVIEW (FEB 2021)
Total Portfolio P/L
Since Inception
Total Portfolio Unrealized Gain: $66.25K
Total Portfolio Realized Gain
(Including Dividends
): $123.87K
XIRR: 6.96%
Portfolio Market Value
|
| Portfolio Market Value (excluding Cash and SSBs) |
In Feb, the performance of my portfolio took a turn and has started to come down due to the rising treasury yield. The REITs and NASDAQ ETF are greatly affected, and are undergoing correction at moment. The market remains volatile currently and is extremely sensitive to the moving treasury yield. I will continue to accumulate occasionally on dips. The downtrend may last longer than what I have expected.
Astrea VI PE Bond
There is an upcoming Astrea VI private equity bonds IPO which I will subscribing to. I have subscribed to the previous 2 issues and I think it provide good diversification to my equity-heavy weighted portfolio. Due to the low interest rate environment, the latest issue...
