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  Portfolio Name: Adventure Bikeman 2014 (88704 views)       Category: 50s & above

Portfolio Owner: bikeman

bikeman's Public Profile
Gender: Male
Occupation: Retired
Risk Appetite: Balanced

After fully employed continuously for 35 years, I happily retired and 15 months earlier than I planned.
Happily married with the same wife for 32 years and a proud father of an architect daugther, a son in accounting field and another son is a regular army officer.
My hobbies are Investing and biking, both of which are risky but rewarding. I invest to make life more comfortable upon retirement and I consider biking as an investment in my health and fitness, so that I can enjoy my retirement in good health and fitness. I ride about 6000 km yearly since 1997. My latest biking expeditions were, a solo ride from Medan to Bintuhan of Indonesia Sumatra Island in May/Jun 2009, a round island cycling tour of Taiwan in Dec 2006 and a solo ride in Vietnam from Hanoi to Ho Chi Min City in Dec 2005. For more information about my cycling activities, please visit my website:
http://staff.tpjcian.net/tham_chee_fai/
As an analogy, I invest as heavily into unit trusts as I do in fitness and my portfolio reflects my investment intensity.
(Last updated on 18 Oct 2012)

bikeman's Investment Philosophy
My experience in UT investments started in 1996 and started investing with FSM in Feb 2004.
I place heavier weightage on Asia where growth is. I make it a point to diversify and maintain a balanced portfolio to ride out market volatility.
I top up my CPF Retirement Account to the prevailing minimum sum and continue to top up when the new minimum sum is revised every July. So that I would have at least $1500 life long income from CPF LIFE.
Preservation of my asset is the chief consideration.
Added the following funds in Jan 13 after balancing:
1. Aberdeen American Opp.
2. Fidelity Asian HY AMDIST SGD Hedged
3. Legg Mason Royce US SmCapOpp A ACC SGD-H
4. Thredneedle (Lux) Pan Euro Sm Cap Opp ASH SGD
Switched out from bond funds to add the following equity funds in Jun- Aug 13:
1. First State Global Opportunities Fund.
2. Schroder Global Smaller Cos Fund.
3. Threadneedle (LUX) Pan Euro Eq Cl AE EUR.
Added the following funds in Dec 13 after rebalancing:
1. Fidelity America.
2. Fidelity Emerging Market Fund A SGD
3. Fidelity Euro Bond A EUR
4. Fidelity European Growth a EUR
5. Fidelity Gbl Dividend A-MINCOME SGD
6. Allianz US High Yield AM H2-RMB
7. First State Regional China Fund
8. First State Dividend Advantage

Last updated on 19 Jan 14.  

Name of Fund Amount Invested (SGD) No. of Units Price Bought(SGD) Latest Bid Price Current Value (SGD) Profit (SGD) Profit (%)
Aberdeen American Opp
3,203.59
4,188.0500
0.76500
SGD0.95590
4,003.36
799.77
24.96
Aberdeen Asian Smaller Cos
23,758.96
17,500.0000
1.35800
SGD1.94260
33,995.50
10,236.54
43.08
Aberdeen Global Emerging Markets
17,768.73
11,306.7100
1.57200
SGD1.88180
21,276.97
3,508.24
19.74
Aberdeen Global Opportunities
7,726.99
10,000.0000
0.77300
SGD1.04320
10,432.00
2,705.01
35.01
Aberdeen Pacific Equity
25,995.59
6,891.1800
3.77200
SGD5.00680
34,502.76
8,507.17
32.73
Allianz US High Yield AM H2-RMB
10,000.00
4,653.3270
2.14900
CNY10.21000
-440.89
-4.41
Eastspring Investments MIP M
10,250.00
10,000.0000
1.02500
SGD0.99900
9,990.00
-260.00
-2.54
FTIF-Templeton Global Fd A(acc) SGD
18,396.68
2,311.8430
7.95800
SGD9.31000
21,523.26
3,126.58
17.00
Fidelity America A SGD
6,469.75
5,237.3300
1.23500
SGD1.27400
6,672.36
202.61
3.13
Fidelity Asian HY AMDIST SGD Hedged
4,234.50
4,500.0000
0.94100
SGD0.90500
4,072.50
-162.00
-3.83
Fidelity Emerging Market Fund A SGD
13,770.00
12,495.4600
1.10200
SGD1.09800
13,720.02
-49.98
-0.36
Fidelity Euro Bond A EUR
5,001.96
235.1500
21.27100
EUR12.82000
219.97
4.40
Fidelity European Growth A EUR
6,542.75
323.9900
20.19400
EUR12.03000
208.68
3.19
Fidelity Gbl Dividend A-MINCOME SGD
9,902.74
7,721.7600
1.28200
SGD1.32300
10,215.89
313.15
3.16
First State Dividend Advantage
28,788.00
21,070.0400
1.36600
SGD1.40110
29,521.23
733.23
2.55
First State Global Opportunities Fund
9,464.63
8,823.6900
1.07300
SGD1.19770
10,568.13
1,103.50
11.66
First State Regional China Fund
6,705.20
2,749.0100
2.43900
SGD2.40280
6,605.32
-99.88
-1.49
Legg Mason Royce US SmCapOpp A ACC SGD-H
4,100.00
3,779.9390
1.08500
SGD1.47100
5,560.29
1,460.29
35.62
Schroder Asian Income SGD
11,247.62
9,939.4100
1.13200
SGD1.11000
11,032.75
-214.87
-1.91
Schroder Global Smaller Cos Fund
9,787.26
4,293.7200
2.27900
SGD2.47100
10,609.78
822.52
8.40
Threadneedle (Lux) Pan Euro Eq Cl AE EUR
3,422.58
45.8830
74.59400
EUR48.78000
454.39
13.28
Threadneedle (Lux) Pan Euro Sm Cap Opp ASH SGD
3,800.00
322.8970
11.76800
SGD14.42000
4,656.17
856.17
22.53
United SGD Fund Cl A
69,680.50
48,000.0000
1.45200
SGD1.68200
80,736.00
11,055.50
15.87
Total 310,018.03   355,103.72 45,085.69 14.54

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