Asked by 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?

0
0
Share this
Answer this question
Add
Add
Select
Clear
Add
Write your answer

Answers (1)

Sort by:
Most Upvote
  • Most Recent
  • Most Upvote
  • Jonathan Chia Guangrong
    Jonathan Chia Guangrong, Fund Manager at JCG Fund
    Level 6. Master
    Answered on 03 Oct 2018

    My take, if you really want capital growth and dividend income, research on 2 classes of stocks called dividend aristocrats and kings. These stocks have a track history of paying out and increasing their dividend amounts for 25 years or more. Not available in our local markets though.

    Comments (0)
    0
    0
    Share this