Portfolio Update December 2020

2020 is almost over. What a year it has been. At the end of this weird year, sharemarkets all around the world are recovering strongly even more than ever. Of course, the sharemarkets are not the representative of how the economy is doing. I wish many things can be simpler and more straight forward than […]

Portfolio Update September 2020 – COVID recovery

Here is my current asset allocation in September 2020. Some of the current allocation % are way off the new target %. REIT is a bit too risky for me at the moment. I am not a fan of its recent performance and how much risks REIT assets carry. I will actively reduce my exposure […]

Australian Shares Portfolio – September 2019

The portfolio has grown by almost 4% since March. The modest growth is mostly due to the overall ASX market going up after RBA announced two interest rate cuts. Most holdings in the ASX is probably overpriced at this stage – not a good time to buy unless there is a good dividend on offer. […]