Hey Gurus! Most part of my portfolio are made up of sg reits and banks. Having observed the recent market trends, it seems like US market is recovering at a much faster pace. Should I move some?

You would anyway need more global exposure, Singapore is such a great but tiny country, high lump risk. Banks seem very dangerous to me (halfed my investment of problem child Credit Suisse already 'on paper'. S-Reits ok

Not a guru. just a normal retail investor here.

Think of your own investment horizon and whether US market is a good fit to your portfolio. Don't just go in because it is recovering, or as some will say US will always go up. They forgot to tell you there is one period 2000-2011 where US returns 0 or even negative if you just buy and hold.

My opinion it is good to diversify across geograpy and sectors. Sg reits and banks are heavy in this region and East Asia. With some funds in US, you will have some exposure to tech, industrials, medical etc etc.

Hope this helps.​​​