Sunday, September 30, 2012

Accessories Lobang

This blog talks about a good site to find cheap accessories
http://singaporeanstocksinvestor.blogspot.sg/2012/09/save-money-with-low-prices-and-free.html

Wednesday, September 5, 2012

Revise Target Allocation

I think the Asia-Pac Ex Japan is too overweight but where to put the funds to?

Upon seeing the target allocations from Fundsupermart's Recommended Portfolio, I decided to take the following actions:
  • Decrease Asia-Pac Ex Japan from 23% to 20%
  • Increase US target allocation from 6% to 9%

Wednesday, July 25, 2012

Action Performed: 25-Jul-2012

Action Performed on 25-Jul-2012

  • Switch out  DWS Premier Select Tst, buy First State Bridge
  • Switch out  PineBridge Acorns of Asia Balanced Fund, buy Schroder Multi-Asset Revolution Cl A
Reasons

Saturday, July 21, 2012

Wednesday, July 18, 2012

fmonera's autotrading lair


fmonera's autotrading lair - got Asirikuy's EA
http://www.donnaforex.com/forum/index.php?topic=5277.0

Reevaluate Because of Dividend

Portfolio which has been reviewed at 07-Jul-2012 is being relook because there is a dividend coming from AllianzGI RCM Glb High Payout(SGD).



Saturday, July 7, 2012

My Portfolio Review (7-Jul-2012)


Comparing to the snapshot on 07-Jul-2012,

  • Asia-Pac Ex Japan, overshot target by 1.02%
  • Europe, still overshot target by 1.38%
  • Global Emerging Market, under target by 1.04%
  • Balanced (Asia-Pac Ex Japan), overshot target by 0.17%
  • Balanced (Global), overshot target by 0.59%
  • Resources, under target by 0.01%
  • Property under target by 0.76%
  • China, under target by 0.6%
  • US, under target by 1.57%
  • Japan, over target by 0.71%
  • Alternative Investments - Equity, under target by 0.38%
Action Taken: This review done after reviewing with Action performed in Fundsupermart Recommended Portfolio. Follow suit and invest into Global Emerging Market.

Thursday, June 28, 2012

My Portfolio Review (28-Jun-2012)

Comparing to the snapshot on 26-May-2012,

  • Asia-Pac Ex Japan, overshot target by 0.97%
  • Europe, still overshot target by 1.44%
  • Global Emerging Market, under target by 1.31%
  • Balanced (Asia-Pac Ex Japan), overshot target by 0.33%
  • Balanced (Global), overshot target by 0.67%
  • Resources, under target by 0.24%
  • Property under target by 0.77%
  • China, under target by 0.56%
  • US, under target by 1.47%
  • Japan, over target by 0.71%
  • Alternative Investments - Equity, under target by 0.77%

Action Taken: postpone until Fundsupermart perform the actions on their Recommended Portfolio at beginning of July.

Tuesday, June 5, 2012

My Portfolio - Added Absolute Return

Spotted Fundsupermart's report got Absolute Return since inception.

I make this part of the calculation on my spreadsheet.

My Portfolio - Changes on Target Allocation

  • Increase Global Emerging Market from 14% to 15%
  • Decrease Resources from 7% to 6%
Rationale: Seen actions performed on fundsupermart are on Global Emerging Market.

Actions Performed on Fundsupermart Recommended Portfolio - June 2012

All the portfolios have action taken on Aberdeen Global Emerging Markets.

Actions also taken for these funds:

  • Aberdeen Global Opportunities
  • Henderson Hzn Pan Euro Eq A2 EUR

Changes to Star Ratings - Downgrading Taiwan and Australia | Fundsupermart.com

These two are not in my target allocations:
Changes to Star Ratings - Downgrading Taiwan and Australia | Fundsupermart.com

So no changes at my side.