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)
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Finance And Modernization
Authors: Gerald D. Feldman, Peter Hertner
1st Edition
0754662713, 978-0754662716
