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Anonymous
Hi all, I'm 31 and I just started learning about investment. My objective is long term investment with capital growth and earning some income through dividends. Is my current portfolio balanced or am I losing focus from my objective?
Below is my portfolio:
- DCA STI ETF at $300/mth since 2015
- DCA Stashaway at $200/mth since Sept18
- holding 50 units of IWDA ETF and planning to DCA qtly
- holding 2500 units of N2IU
- Holding 10k of SSB
- holding 8 months of emergency cash
I need some advice pls:
1) Should i stop my STI ETF and hold the fund?
2) Is my current portfolio balanced or am I losing focus from my objective?
3) Should I save up and buy more variety of dividends/growth stocks or should I build on my existing ones?
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SG Invest St-neve
06 Jul 2020
Manager at SG INVEST by ST-NEVE
One of the ways to gauge your performance is to rate it against an index, it could be S&P500, Nasdaq, STI index.
This is how i would gauge my portfolio performance.
This will give you some sense of how you have done so far and it will answer the 3 questions āāā
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Jonathan Chia Guangrong
03 Oct 2018
SOC at Local FI
My take, if you really want capital growth and dividend income, research on 2 classes of stocks call...
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Rid most of it. consolidate your portfolio. it seems to be a very haphazard blend of instruments. You have the time essence, so go into longer term growth. I have got net 17% returns for my client's last year.
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If you would like to know what other options you have, you may reach out separately to me.