Three possible ways to conduct portfolio review:
Performance:
Some ideas like benchmarking to STI or X times the Inflation rate, FD rate, CPF rate, etc
Risks Tolerance Level
Will the level of risks tolerance change in the next 1-2 years e.g. kids are going to Uni, getting married, producing babies, getting keys to the new flats i.e. you are expecting big expenses to be coming on the way.
Diversification
Any further need to diversify into other sectors as some of the sectors have recovered significantly from their lows and further upside may be limited.
Posts
Here’s what to expect for the T-bill auction on 27 Feb
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What happened? Despite the fall in T-bill yields, many investors still seem
to be watching the upcoming auction closely. After all, some may be hoping
th...
4 hours ago
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