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)...