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Stashaway's May 2020 Re-optimisation

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Portfolio changes

I thought it might be useful to record the actual changes again, for my "Core 20% Risk Index" portfolio, which claims "1% chance that my portfolio's value will lose more than 20% of its value in any given year".

This is their third re-optimisation event, after Dec 2017 and Aug 2019.


Asset classBeforeAfter
Equity Sectors (US)45.00%41.00%
iShares Core S&P Small Cap ETF (IJR)15.00%11.00%
Health Care Select Sector SPDR Fund (XLV)15.00%15.00%
Consumer Discretionary Select Sector SPDR Fund (XLY)15.00%15.00%
International Equities12.50%7.00%
Vanguard FTSE Europe ETF (VGK)12.50%0.00%
KraneShares CSI China Internet ETF (KWEB)0.00%7.00%
Government Bonds26.50%16.00%
iShares TIPS Bond ETF (TIP)11.50%0.00%
iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)15.00%16.00%
Corporate Bonds0.00%15.00%
Vanguard Total International Bond ETF (BNDX)0.00%15.00%
SPDR Gold Trust (GLD)15.00%20.00%
Cash (SGD)1.00%1.00%