Bob’s Bedokian Portfolio Had Started

From this post, on Tuesday (3 Jan 2017), the first trading day of 2017, Bob had invested SGD30,000 and kickstarted his Bedokian Portfolio. Here is a summary of what he had transacted:

Asset Class	Security	Price	No. of Shares	Amount (including transaction costs)	Percentage
Equities	SPDR STI ETF	S$2.96	3,500	S$10,395.48	34.65
REITs	Philip AP Dividend REIT ETF	S$1.285	8,100	S$10,444.15	34.81
Bonds	ABF Singapore Bond ETF	S$1.135	5,200	S$5,931.28	19.77
Commodities	SPDR GLD ETF	US$109.72	10	S$1,615.581	5.39
Cash	Cash in Bank	NA	NA	S$1,613.51	5.38
Total				S$30,000.00	100

Bob is adopting the balanced Bedokian Portfolio² which is consisted of 35% equities, 35% REITs, 20% bonds, 5% commodities and 5% cash. As you can see, it is difficult to make it a round figure, but as long as it is within the tolerance of ±5% for asset classes of more than 10% allocation and ±2.5% for asset classes below 10%³, it is fine.

I have set up a separate page in this blog detailing the figures and statistics of Bob’s Bedokian Portfolio using the SGXCafe platform, as well as the basic assumptions such as the calculation of transaction costs and determining the price of the security.

Let us wish Bob a good investment journey ahead and achieve his “passive income through dividend and index investing”. As time goes by, we will visit his portfolio and transactions once in a while.

1 – USD 1 = SGD 1.4506, from https://www.sgxcafe.com as at 3 Jan 2017.

2 – The Bedokian Portfolio, p69.

3 – ibid, p82.