Question: Asset allocation Weightage Amount Invested Expected return SPDR STI ETF 30% $300,000 3.0% Raffles Medical Group 10% $100,000 20.7% ComfortDelgro 10% $100,000 16.2% Sheng Siong

Asset allocation Weightage Amount Invested Expected return
SPDR STI ETF 30% $300,000 3.0%
Raffles Medical Group 10% $100,000 20.7%
ComfortDelgro 10% $100,000 16.2%
Sheng Siong Group 10% $100,000 23.2%
CapitaLand Mall Trust 40% $400,000 8.3%
Total 100%

Q) Evaluate the need to rebalance the portfolio. Make and justify three (3) changes to the industry weights for your portfolio. (need to give justification interm of overweight and underweight of certain stock. Is there any need to switch the weight? Eg, which industry/sector i should overweight? Explain the need to do it)

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!