Since August I’ve made a few bets and portfolio adjustments. They were noted in my previous blog posts.
Some re-adjustments includes:
- Shifting assets away from US Treasuries
- Cutting of US Equities, moving towards International equities
- Buying ?other better graded Country Government Bonds
- Betting on Fix-income – Municipals Bond Funds (tax free)
- Added a little more on REIT
- portfolio breakdown for PrestoHedge Income Fund January 2012
Breakdown
You’ll notice I have added 100% onto Municipals Bond Funds, after cutting out some US equities. The reason was explained in my previous posts when the US treasuries was downgraded. Not sure if the next payment, will Obama and their team of politicians discuss the issue of temporarily raising the debt limit again (though after the downgrade the yields were pushed even lower).
In terms of breakdown:
- Fix-Income / Debt instrument @ 64%
- Equities a.k.a stocks @ 27%
- REIT @ 9%
In my next post I will present some interesting findings and why I mentioned is was a good bet, and you’ll see thru the charts just how the money inflows and outflows are going, and the all-rounded way of diversifying in terms of different asset class as an Asset allocation based strategy.
Tags: high yield income portfolio with 10% returns, how to build high yield income portfolio with 10% returns, how to construct high yield income Fund from US market stocks, how to invest money into mutual funds, how to manage cash, how to select good mutual funds in US markets, managing your personal wealth with a portfolio, personal asset allocation example, Portfolio breakdown with charts, Portfolio update Prestohedge Income fund