Revealing My Index Porttfolio

Following my last post on the review of my index portfolio, a few readers have requested for its full breakdown.

Below is the “FULL MONTY” as per your request 🙂

By the way, the estimate dividend yield for this portfolio is 3.5%.

Hope you find it useful. Have a great investment week, Warrriortan

ETF / Unit Est Dividend % Of Index Portfolio
Bonds (Target – 40%)
ABF S’pore Bond Index Fund, A35 SGX ETF 2% 15.7%
iShares U.S. Preferred Stock, PFF US ETF 6% 5.0%
IShares USD Asia Hy Bond, O9P SGX ETF 6% 8.5%
 iShares USD Asia Credit Bond, N6M SGX ETF 4% 3.7%
SPDR Bloomberg Barclays High Yield Bond, JNK US ETF 6% 6.4%
39.3%
Equities (Target – 40%)
SPDR Straits Times Index, ES3 SGX ETF 3% 9.2%
NIKKO AM Singapore STI, G3B SGX ETF 3% 7.6%
ChinaAMC CSI 300 ETF (3188) HK ETF 1% 3.6%
HangSeng H Share ETF (2828) HK ETF 3% 11.7%
Deutsche Asia Premier Trust Fund Unit Trust NA 4.4%
Lion Capital Malaysia Fund Unit Trust NA 1.5%
38.0%
Gold (Target – 5%)
Gold 10US$ SGX ETF NA 4.5%
Reits (Target – 15%)
Phil AP Div Reit Etf SGX ETF 4% 5.5%
Lion-Phillip S-REIT ETF  SGX ETF 4% 3.6%
Phil SG RE Income Fund Unit Trust 5% 9.1%
18.2%
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2 thoughts on “Revealing My Index Porttfolio

  1. That’s a nice diversified spread of ETFs, and a good average yield.

    I tend to keep it very simple with the index funds with only one or two key ones, but focus more on the spread of individual stock investments.

    Liked by 1 person

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