Composition of My Index Portfolio

ETF, Index Fund Portfolio 1 Minute

As of today, the Bonds : Equities : Gold : Reits ratio is 34% : 42.5% : 5% : 18.5%. very close to my target ratio of 35% : 40% : 5% : 20%.

There is a request for me to share the composition of my index portfolio, so here’s it goes … the main ones

For Bonds

  1. ABF Singapore Bond Index Fund (listed on SGX)
  2. iShares J.P. Morgan USD Asia Credit Bond Index ETF (listed on SGX)
  3. iShares Barclays USD Asia High Yield Bond Index ETF (listed on SGX)

For Equities

  1. SPDR STI ETF (listed on SGX)
  2. iShares MSCI India Index ETF (listed on SGX)
  3. HANG SENG INDEX ETF (listed on Hong Kong Stock Exchange)
  4. iShares Core CSI 300 Index ETF (listed on Hong Kong Stock Exchange)
  5. Vanguard ETFs in different industries like Finance, Energy, Technology etc (listed in New York Stock Exchange)

 

bitcoins and u s dollar bills
Photo by David McBee on Pexels.com

 

For Gold

  1. SPDR Gold Shares (listed on SGX)

For Reits

  1. Lion-Phillip S-Reit ETF (listed on SGX)
  2. Phillip SGX APAC Dividend Leaders REIT ETF (listed on SGX)

 

I hope the above information will help you to kick start the process if you are interested in building your own index fund portfolio.

 

With regards,

Warriortan

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6 thoughts on “Composition of My Index Portfolio”

  1. Thanks warrior tan for sharing !
    Which ones of the funds have been the best performer for you ? And which do you think will perform well going into 2020?

    I will start to monitor the funds mentioned in my watchlist !

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    1. 2019 has been a relatively good year for all asset class – it is difficult to say which one is better. In my view, the US market is the best. SG market is average at best ….

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  2. Hi Warriortan,

    A suggestion, believe it would better benefit your reader if you can elaborate more, eg

    SPDR STI ETF (ES3.SI) – purchased through OCBC Blue Chip Investment Plan
    ..
    HANG SENG INDEX ETF (2833.HK or 2800.HK?) – purchased through local brokerage
    ..
    Vanguard ETFs – purchased through Saxo

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  3. Hello Warrior Tan,
    would like to ask if your individual stocks portfolio is also up on your blog? and what is the percentage split in your portfolio between indivdual stocks and indexes as above? Thanks 🙂

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    1. Hi Ling, would the top 10 of equity holding be useful for you? I can run a blog later on that. In terms of spilt between equity and index … it is 2/3, 1/3 today. Hopefully, by end of 2020 and 2021, I can achieve a 50/50 split. Then I would review if I should continue to load up index over my equity portfolio … I probably would but I will leave that till I need to cross the bridge. Is this helpful?

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