Portfolio allocation as of Mar '21.
SG Shares: DBS, SGX, Valuetronics
SG Reits: MCT, Lion-Phillip S-Reit ETF
US Growth: BABA, INMD, PINS, PYPL, SHOP, TDOC, TTD, UPST
Crypto: BTC, ETH, FTM, LINK, SOL
New positions were initiated through February and March. Most of the new US Growth positions were purchased in February. In March, mainly added to HSI and HST ETF positions and a bit of IQLT (2.4% of portfolio, not labelled in chart). There's considerable fear among market participants when it comes China exposure, as evident from Stashaway's reduction in KWEB holdings right before the rebound in Chinses Tech. Personally, I am still comfortable with keeping my exposure to about 20% of portfolio, and have continued to DCA into HSI/HST.
There's a quote from Ben Graham, that "An Intelligent Investor is one who realises that the stock becomes riskier, not less as their price rises; and
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