Tuesday, September 1, 2015

Recent Buy - Low Cost Portfolio

Bought First REIT - 2500 shares at SGD 1.205 on 2 September 2015

With this purchase my low cost portfolio has achieved the targeted 60:40 equity vs bond allocation.

I will adjust my equity allocation according to the following plan:
STI < 1500, equity allocation up to 90%
STI 1500 - 2500, equity allocation up to 80%
STI 2500 - 3500, equity allocation up to 60%
STI > 3500, equity allocation up to 40%

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