My portfolio of fixed income assets, bonds, REITS and Business Trust lost 12.6% from my original costs of investments. This is comparable with 31.12.2022 position (-13.1%). This is still unrealised loss.
| Fixed Income, bonds, REITs, Trust | Loss (%) |
| Keppel REIT | -34.4% |
| UOB AP GRN Reit ETF S$ | -24.1% |
| BGF Global Multi-Asset Income Fund A6 | -16.6% |
| Lion-OCBC Income Fund SGD II | -16.2% |
The fixed income assets lost 12.6%. This was LESS than loss in equity investments. Equity investments have lost 26.6% from my cost of investments.
All the above were paper losses.
27.2% were invested in capital markets. 37.4% remained in cash and fixed deposits. 35.4% were placed with insurance related products such as annuities, term insurance.
My plan is to unload some equities when opportunities arise (at a better valuation). At this stage of my life, I am reducing equities and investments that are not going to move up to my original cost of purchase.
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