Saturday, November 1, 2014

[XMM STI ETF Investing] October 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 October 2014.

31 October 2014       Sister             Mom               Total       
Amount Contributed

31 October 2014  Stocks  BondsCashTotal
Amount Contributed

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

No comments:

Post a Comment

Observe the house rules.