Feb 23 Portfolio Replace
Portfolio allocation as of Feb ’23.
• SG Stocks: CDG, DBS, SGX, Valuetronics
• SG Reits: Syfe Reit+
• US Enlargement: BABA, INMD, PYPL, SHOP, TDOC, UPST
Now not a lot to replace this month – I principally added a small quantity to my Syfe Reit+ portfolio, as rate of interest fears as soon as once more places force on S-Reits. This is a part of my common DCA technique as I paintings against amassing $20k in S-Reits on Syfe. I’m transparent that my function is to only succeed in marketplace returns for S-Reits and thus will proceed to construct my place, even supposing the outlook for Reits could also be rocky.
A couple of months again, I wrote that I used to be carefully observing the USA Place of job Reit sector, and was once taking a look at Keppel Pacific Oak Reit (“KORE”) particularly. In opposition to the backdrop of a few administrative center landlords defaulting on their loans
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