Part 3/10:
Simultaneously, Singapore stocks have rallied in relation to the broader global movements, delivering a total return of around 5.7% when dividends are included. The local market’s resilience is partly driven by sectors such as real estate investment trusts (REITs) and the strong performance of major banking institutions.
Asset Allocation: Pyramid Strategy for $10,000
To optimize the $10,000 investment, a pyramid-inspired allocation strategy offers a balanced approach:
- 60% in Conservative Investments: Bonds or ETFs tracking broad indices offer stability and protection against volatility. These assets serve as the foundation of the pyramid, providing income and capital preservation.