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Cory Diary : Asset Allocation – Oct'21
By CoryLogics  •  October 27, 2021
Equity Markets rebounded in Q3 across the world mostly. Not sure this is a reflection of inflation climbing. However the taper conditions do push the Banks price. What's is also interesting is that the Reits Market at least on reporting wise are getting much better too even though the old age fear of higher rate put a dent on Reits pricing. In any business, a well run ones, the cost will typically be absorbed by tenants so there's not much fear in reality when we hold longer term.
In terms of Net Worth, reached ATH mainly due to rising Equity Prices that was lagging a little bit. Tracking to 8.9% increase YTD. There is some helps from all segments of the markets.
Asset allocation wise, key changes are Equity, Bond/Pref and Investment Accounts from last reported. There is larger allocation into Equity Markets from Bond/Pref and Investment...
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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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