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Oct 2022 Portfolio Allocation
By Happy REIT Investor  •  October 3, 2022
In my previous post, I mentioned that I made some changes to my portfolio. I sold away my profitable growth stocks like Kepcorp, Singtel, AEM ,CapInv. I bumped up on the Prime, United Hamp, Kep Oak CLCT and Elite. So now the allocation looks like this. I wouldn't go into detail in this post why I did it. Just want to have a proper timestamp of my own actions in the future. On top of it, I kept around 100+k cash in my war chest . I mentioned in my July post that perhaps I should change my name to remove the word REIT since it was almost 50/50 with growth stocks. Now, close to 75% are REITs. So yeah, Ill continue to keep it. Haha. Did you do anything drastic to your portfolio recently?...
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By Happy REIT Investor
A father on career break ( or career suicide) so he can spend more time with the kids and also to refocus his life and career. Random musings ( investment, kids, current affairs, TV shows and what not) of his everyday life as a "full time parent" depending on his passive income to pay for his part of expenses at home. Fortunate to have a very supportive wife ( who by the way prefers me to be at home all the time than to travel for work all the time) and 2 cute kids.
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