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Anonymous
Can the community help me review my portfolio, and drop me some areas of improvement?
Here are my stocks and ETFs holdings, and the weightage on my overall investment portfolio.
SGX Listed Stocks:
DBS Bank - 4.0%
Singtel - 2.3%
Lendlease REIT - 1.1%
Mapletree Com Tr - 3.2%
OCBC Bank - 3.2%
Micro-Mechanics - 4.7%
Hong Kong Land - 2.1%
SGX Listed ETFs:
STI ETF - 12.3%
Hong Kong Listed Stocks:
Bank of China - 1.8%
US Listed Stocks:
Alphabet Inc - 4.2%
Apple - 1.5%
Beyond Meat - 1.5%
Facebook - 3.4%
Diageo plc - 0.7%
JP Morgan - 2.8%
NIO - 2.0%
Palantir - 2.5%
Xpeng - 0.7%
US Listed ETFs:
ARKK - 1.2%
BETZ - 2.7%
ARKG - 0.2%
VOO - 0.3%
Bonds:
Astrea IV - 3.0%
Astrea V - 2.9%
Singapore Savings Bond - Everything else
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My own opinion
this portfolio is spread too thin , focus on a few highest conviction stocks
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It's a nicely constructed portfolio. Your annualised returns, including dividend, may be closer to 9-10%.
Maybe u can wind down your exposure in STI ETF. STI heavily skewed by Financials, which u have DBS n OCBC. Reallocate to VOO to improve overall returns.
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I think you may have spread yourself too thin.
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My fund investment at average 75% PA...
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I'd recommend to sell all those items.
Stock picking does not work, even not for finance professionals on long term perspective.
Then buy and periodically reinvest into a single 'world' stock ETF
that is cheap (TER) and large (AUM more than 200 mio USD equivant), f. ex.
an MSCI ACWI ETF
or
an FTSE All-World ETF
excellent past performances (better than your bank advisor)
no stock picking worries
keeps it simple (= beautiful)
some thoughts here:
https://seedly.sg/questions/what-is-your-genera...