Investment portfolio declined further

My portfolio of fixed income assets, bonds, REITS and Business Trust declined 9.4% from my original costs of investments.

Fixed Income, bonds, REITs, Trust Change (%)
Keppel REIT -18.8%
BGF Global Multi-Asset Income Fund A6 -17.5%
UOB AP GRN Reit ETF S$ -17.0%
Lion-OCBC Income Fund SGD II -14.4%
NikkoAM SGD IG Corp Bond ETF -6.3%
Astrea VI PE Bonds 3.00% -4.8%
SPH REIT -3.4%
United SGD Plus Fund CLA SGD -3.3%
Lion-Phillip S-REIT ETF -2.4%
Temasek Bond 2.70% 0.4%
Astrea V PE Bonds 3.85% 0.5%
Astrea IV PE Bonds 4.35% 2.2%
NetLink NBN Trust 15.2%
Total Fixed Income Investments -9.4%

The fixed income assets declined 9.4%. This was LESS than decline in equity investments.

Equity investments have declined 24.5% from my cost of investments.

Asset Allocation

Asset Class Proportion
Fixed Income 53.0%
Equities 47.0%
Total investments 100%
Total investments 27.6%
Cash/Fixed Deposits/Singapore Savings Bonds 37.8%
Insurance related products eg annuities 34.6%
Total 100%

27.6% were invested in capital markets. 37.8% remained in cash and cash equivalents. 34.6% were placed with insurance related products such as annuities, term insurance.

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