I reviewed my portfolio and did two major actions since the start of this year.
- I sold off all foreign currency denominated investments.
- I invested in a corporate bond to bring my exposure to fixed income investments to 47% of total portfolio.
I reduced my equity exposure to 21.0% down 3.5 percentage points.
The insurance related investments still remain at 10.3%.
Cash and cash equivalent was reduced to 21.7% after putting more into the corporate bond above.
|Asset Mix in percentages (%)||Dec 2016||Apr 2017||Change|
|Forex related investments||7.8||0.0||-7.8|
|Insurance related investments||10.3||10.3||+0.0|
|Cash & Equivalent||31.3||21.7||-9.6|
With 47.0% in fixed income investments, I was aiming for more stable interest income. This is a more cautious portfolio mix when compared with a more volatile equity investments. I am at this stage of my investment life cycle in trying to reduce volatility in investment income.
Copyright © 2017, limkimtong for Living Investment
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