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.
Re-optimisation
| Asset class | Before | After |
|---|---|---|
| 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 Equities | 12.50% | 7.00% |
| Vanguard FTSE Europe ETF (VGK) | 12.50% | 0.00% |
| KraneShares CSI China Internet ETF (KWEB) | 0.00% | 7.00% |
| Government Bonds | 26.50% | 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 Bonds | 0.00% | 15.00% |
| Vanguard Total International Bond ETF (BNDX) | 0.00% | 15.00% |
| Commodities | 15.00% | 20.00% |
| SPDR Gold Trust (GLD) | 15.00% | 20.00% |
| Cash (SGD) | 1.00% | 1.00% |
| Cash | 1.00% | 1.00% |