Sunday, November 30, 2014

[XMM STI ETF Investing] November 2014 Update

As mentioned previously, this will be my attempt at having a monthly update of the small portfolio that I am running for my sister and mother. The aim to have as little downside risk as possible, and maximize returns from there.

No changes to the portfolio this month, I am still playing it safe because the STI doesn't seem to offer any very compelling entry points yet. It looks fair valued, but I just feel a buying opportunity coming around soon.

Here are the current stats of the portfolio as of end November 2014.

30 November 2014       Sister             Mom               Total       
Amount Contributed
$10,129.00
$13,306.12
$23,435.12
Percentage
43.2215%
56.7785%
100%

30 November 2014  Stocks  BondsCashTotal
Amount Contributed
$0
$8,086.68
$15,348.44
$23,435.12
Percentage
0%
34.51%
65.49%
100%

Bonds are in UOB SGD Fund Class A with 4731.82 units.

Cash is earning 3.05% from filling up the remainder of my OCBC 360 account.

Additional $400 was added to Cash.

1) Calculate end of month stocks / bond / cash value, update both totals
2) Times by contribution percentage to find end of month value of each contributor
3) Add in $400 to both totals
4) Recalcuate new percentage of contribution
5) Recalculate new percentage of assets

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