My unit trust buys and switches have been priced, after my recent top-up (in red fonts).
Core portfolio - 69.43%
Asia ex Japan Equity - 11.10%
Asia ex Japan Balanced - 5.12%
Emerging Markets - 9.79%
Europe Equity - 8.24%
Global Bonds - 6.18%
Singapore Equity - 11.77%
Singapore Fixed Income - 9.26%
US Equity - 7.97%
Supplementary portfolio - 30.57%
Commodities - 4.80%
High Yield - 4.07%
Taiwan Equity- 4.44%
Technology - 6.02%
China Equity - 9.81%
Russia Equity - 1.43%
By asset class, this would be 75.36% equity, 5.12% balanced, and 19.51% fixed income.
In terms of profit, my core portfolio has made a 9.92% profit, but my supplementary portfolio is down by 4.96%. The biggest culprit is my Taiwan Equity, which I bought in 2008. It fell significantly even before the crisis, and has never recovered till now.
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