REVEALING MY LATEST PORTFOLIO ALLOCATION! Where I See Opportunities And What I've Sold | July2022

Today I'd be revealing where my investment allocation is at now. What I've bought and what Ive sold. This is an update to the first video shared where my total portfolio was above $1m and that was in April2022

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0:00 Introduction

0:36 Smallest allocation is to bonds

1:20 Crypto assets

2:15 China tech
I've bought Alibaba and I've continued to dollar cost average into SYFE china growth portfolio

2:48 REITS
SYFE REIT+ , ascott trust and mapletree industrial trust

4:06 Asian and global equities

4:41 Singapore small cap stocks
I've sold Propnex and TheHourGlass.
I still own some sg stocks previously already profiled which include Boustead, Ho Bee and Kimly

6:17 Biggest allocation is to commodities
Risk of commodities dropping because of recession is high

#portfolio #investing

We do not make any recommendations on whether a security is a buy/sell as every investor has different investment goals and risk profiles. The presentation of ideas from Josh Tan and TheAstuteParent are strictly for education purposes. You are advised to perform independent research yourself or seek a qualified financial adviser. We will not be liable for any losses directly or indirectly from the material. Some of the referral links in the video summary are products and services personally used by Josh Tan and they may pay an affiliate commission or referral bonus.
It is not an endorsement of the product unless explicitly stated and we will not be liable for any losses. The content in this video and any promotions mentioned is accurate as of the posting date.

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About Josh Tan:
Josh holds a degree in Accounting from NTU. In 2016, he co-founded the financial education website TheAstuteParent to provide detailed insurance plan analysis and financial planning tips.

As a ChFC Charterholder, Josh has agreed to be bounded by the ChFC®/S Code of Ethics. This includes, among others, acting in a professional manner when it comes to conducting due diligence on primary and secondary sources of investment-related data, and articulating his investment opinions based on his research and beliefs. Based on his research and analysis, he highlighted his beliefs and opinions, and illustrated the concept of time value of money, as of the time of the video.

Learn more on financial planning and insurance concepts, visit

[ailing]

Thanks for sharing & respect you for the transparency!

[AhWing]

Thanks for the indepth and transparent sharing. Do make a video to analysis on companies you bought like straits trading.

[HendriHartanto]

Hi Josh, i have been a fan of your sharing since this year.
Will you be considering to invest in Don Agro? Or are you be able to do a video to sharing your thought of this stock? Thanks in advance bro.

[cyong]

Thanks for sharing the update to your portfolio 👍 Looks like the China equities have finally paid off despite the earlier noises...Would like to hear your sharing on Straits Trading as well...

[chankhuilau]

Coming out of the storm with minimal damage is all that we prayed for!

[jakelo]

Thanks for the honest review. I understand you sold Ascott to reduce your exposure to the hospitality sector, which could be recession sensitive. However, Straits Trading has a considerable exposure to this sector with their 30% interest in Far East Hospitality. This exposure is even more direct because they are executing management contracts rather than just being a landlord for hotels. Does this concern you less than with Ascott?

[chankhuilau]

It is normal to go like this. Even though you knew that the depression is coming and we expected interest rate to rise and stock market will be depressed but what can we do? Juggle around for safer assets and stay calm!

[keehdesign]

Appreciate for your sharing. In the coming months, please share your thoughts on MCT merger updates. Riding through the bear market is hard, and also learning to take small profit when possible.

[EF-rjgp]

Josh, how much percentage cash you are holding in terms of your portfolio and you are going to fire? Thanks

[cv]

Keen to know ur in-depth view on straits trading and also some other sexy companies listed here in SG.

Thanks for ur sharing.

[nicholasyeow]

Any opinion on Wilmar? Seems like it is going downwards based on the current environment.

[fool]

i sold all my positions in commodities, added more US tech, qqq, spy and bitcoin. But mostly spy during this crash.

[plastudio]

Hello Josh I would like to know how but buy bond, could you share ?

[unclegood]

interesting and unusual portfolio. many of the financial channels I watch are usually US tech stock heavy.
good that you have a different thinking have offer a different perspective

[wgyu]

you should include your cash percentage in your total portfolio, unless you don't have any cash?
Without cash percentage, we wouldn't know your risk tolerance.

[dcpedal]

No bank stocks?
Pretty aggressive portfolio you have got here. All the best!

[InvestingEducation]

I like YouTubers who show what they r doin with their own money. No US equities at all?

[jironghuang]

What is the time weighted returns for portfolio in 2022?

[jasonlim]

if I understand correctly, you are not buying more ETH, at least for now, right?

[scottiebumich]

It seems that much of your investment portfolio is experiencing "home biases". Why would you invest more in your own country than its contribution to the world economy? You can overweight if you feel confident in it, but investing in broad-based funds disproportionate to geoeconomic impact is biasing your long term returns.