Sunday, January 4, 2026

Bob’s Portfolio Update


Picture generated by Meta AI


In my post just before the year ended, I had mentioned that Bob, our hypothetical Bedokian Portfolio investor, would rebalance on 2 Jan 2026 using the SGD 5,000 cash injection.


After the rebalance, Bob’s Bedokian Portfolio status is shown in the link here.


Going forward, I would provide the occasional snapshot of Bob’s portfolio in this page.


Some of you might have recalled that I would be changing Bob’s REIT ETF this round as per what I had stated in my last post. However, the current REIT ETF is in its cum-dividend period, while the targeted REIT ETF to change over to had just gone into ex-dividend. Hence, in not losing out on the distribution amount, it would be prudent to wait it out and convert over later.


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