Time for another bi annual update. You can check out my previous update here.
My Portfolio is made up of 3 components: Income, Growth and Crypto.
INCOME PORTFOLIO
I have been adding more REITs to this portfolio for the past 6 months because their price are getting crushed. Buy more when people are fearful I guess.
Just like when I did the same for banks last year when there was a sudden drop. Needless to say, banks have been the outperformer in this portfolio. I haven’t added any banks since last year, but the value has been growing.
In terms of different allocation, I think I’m going to more or less almost there.
- Banks – 40%
- REITs – 30%
- Dividend ETF – 20%
- Bonds – 10%
On target to hit SGD$10,000 income.
GROWTH PORTFOLIO
In terms of Growth Portfolio, one of the individual stocks went up a lot, and I had sold 1/3 of it and move it to the index ETF. Other than that, I haven’t done much to it.
Crypto Portfolio
Well, I’m writing my CRV to 0. I sold half my ETH on this run up.
I have some Liquidity Pool running to earn some fees. (yes I’m a sucker for income).
And then i received a few airdrops.
Interestingly one of those, is because I hold a NFT. Once i received it, I immediately sold it for almost $2.9k USDC. I’ve been in crypto long enough to know that, sometimes you just have to take that free money.
OVERALL PORTFOLIO
I’ve used up all of the spare cash that I have allocated for the portfolio to buy up more REITs this first half of the year.
PROFIT/LOSS FOR EACH PORTFOLIO
| Portfolio | P/L % | inc Dividend or Interest % |
|---|---|---|
| Income | 7.53% | 9.98% |
| Growth | 42.05% | 42.08% |
| Crypto | 22.43% | 22.43% |
| Total | 19.40% | 21.47% |
Sometimes I don’t know why I bother with these portfolios, when I could have just bought S&P500 😀
Until next time.