Portfolio Allocation (June 2020)

Stock Allocation

Transaction Summary for June 2020

• BOUGHT CAPITALAND
• BOUGHT SPDR BARCLAYS CAPITAL HIGH YIELD BOND ETF
• SOLD ISHARES SILVER TRUST

Portfolio Allocation

For the month for June, I have accumulated CapitaLand on retracement as I saw a post on InvestingNote mentioning there will be an upcoming dividend after the approval during AGM. Seeing that there will be short term support, I decided to do some accumulation for my core portfolio. I also sold one of my commodities ETF, SLV as I am moving out of my brokerage account for US-listed securities. I will still be holding on to my gold ETF.

As mentioned in my previous post, I am currently building a satellite portfolio. Sticking to my current strategy of focusing on income, my satellite portfolio will also be adopting the same focus. As the satellite portfolio is supposed to cover assets from the other end of the risk-spectrum, my first addition will be a high-yield bond ETF as known as junk bond. Since my satellite portfolio will be relatively small in size compared to the core portfolio, ETF will be the best way to achieve diversification. My target is to accumulate 3 securities for my satellite portfolio. There is a sea of ETFs out there in US markets, and there are still a lot of ETFs to look into as it is something new to me.

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