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Mid Year Review (4) – Growing my Index Portfolio Steadily
By Invest For Yourself  •  August 11, 2022
Followers of my blog would know that besides my equity portfolio, I have an index portfolio that I mentioned periodic. Started in 2017, it has since quadrupled in size. Different from my equity portfolio, my index fund portfolio is made up fully of ETFs. Furthermore, it goes beyond just equity ETFs to include Bond, Gold and Reits ETFs. It is actively balanced periodically to achieve the following target ratios: TARGET
  • Bond ETF – 30%
  • Equity ETF – 45%
  • Gold ETF – 5%
  • Reits ETF – 20%
Today, the ACTUAL ratios are
  • Bond ETF – 29%
  • Equity ETF – 47%
  • Gold ETF – 5%
  • Reits ETF – 19%
Close right ? Besides targeting the ratios among the various investment products, I also aim for a 35% / 65% split between SG ETFs and Overseas ETFs. In contrast to my equity portfolio (see previous post), I flipped the ratio here to get more overseas exposure. The reason that I am willing to do so here is because my risk is lowered via a “basket of stocks” when compared to an individual stock....
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