Tag: portfolio

  • How to do basic portfolio management?

    Portfolio management is the process of selecting and overseeing a group of investments in order to achieve specific financial goals. It involves understanding your financial situation, setting investment goals, diversifying your portfolio, and regularly reviewing and adjusting your investments. Here are some tips for basic portfolio management in the Australian context: By following these basic […]

  • Portfolio Update December 2022

    The financial market finishing strong in the final months of 2022 after a terrible 6 months. Financially, 2022 was not a great year with inflation raging around the world and crypto fraud companies finally got binned into a long crypto winter. It seems that recession is coming in the first half of 2023. The portfolio […]

  • Portfolio Update December 2021

    The final months of 2021 have been a deja vu all over again. It seems almost identical to the previous year with yet another variant of corona virus still raging on. Financially, 2021 had been a good year – plenty of new lessons, and exciting period of watching the portfolio slowly growing over time. Some […]

  • Portfolio Update December 2020

    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

    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

    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. […]