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Rolf’s Portfolio Update – End March 2021
By Rolf Suey - Invest in Yourself  •  April 3, 2021
OVERALL PORTFOLIO 

Due to the stock rout in February and March and falling gold and silver prices, my overall portfolio value fell 6%. However my cash position increase slightly from other sources and with higher USD to SGD exchange rate, overall net fall in portfolio is limited to 3%. 

As for portfolio mix, there are not much changes since last update from End January (click here). I am still holding on to ~75 percent shares and 25 percent cash - bonds - metals. 


 
PORTFOLIO MIX

My tech component saw its rout in the last two months affecting mainly my China tech stocks. My Tech mix fell by 2%. On the contrary REITS rose by 1%, and O&G rose 0.6% since end of January.   



STOCK PORTFOLIO

< p style="text-align: justify;">Since my last update, I sold off Raffles Medical at losses, but recovered the losses by selling HKSE renewable stock GCL-Poly Energy (3800)...
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By Rolf Suey - Invest in Yourself
I am a Singaporean, born in the late 1970s experiencing mid-life career crisis at time of writing this blog. One reason to start blogging at an older age, is to break my own comfort zone. While it can be considered late, it is "Better Late Than Never" ...
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