Portfolio update May 2021

Money skills are very important

It’s 2021, and the pandemic is not quite over yet. Although, in Sydney, we are very lucky that the pandemic is well under control, as life is returning to the ‘old-normal’. The last two quarters had been the quarters of growth in the equity assets. Not so much if you are invested in bonds. I… Continue reading Portfolio update May 2021

Portfolio Update December 2020

Photo by Maria Orlova on Pexels.com

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… Continue reading Portfolio Update December 2020

Portfolio Update September 2020 – COVID recovery

Girl status wall street by Jouwen Wang

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… Continue reading Portfolio Update September 2020 – COVID recovery

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.… Continue reading Australian Shares Portfolio – September 2019

Australian Shares Portfolio – March 2019

Here is my current holding of ASX-listed shares as part of my larger portfolio – currently at 15.1% return since inception. I use simplywall.st to keep track of any price movement. My exposure to the Australian market is way too high. I look forward to mitigating this in the near future. The Australian sharemarket is… Continue reading Australian Shares Portfolio – March 2019