Investment portfolio remained stable for Quarter 2023

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.

Copyright © 2023, limkimtong for Living Investment

The material presented is intended to be general and written in layman’s language as much as it is possible. The author shall not be liable for any direct or consequential loss arising from any use of material written. Please seek professional advice from your financial advisor or financial institutions on material written covering financial matters.

This entry was posted in Financial Management. Bookmark the permalink.