Concept of Market Cap vs GDP Ratio

Market CAP to GDP ratio is a well known concept to measure under or over valuation of the stock market. Very useful for ETF investor tracing beta. You can see that STI is considered fairly valued in Jun 16.

My Portfolio - 03 Jun 16

Added Positions in:

a) AIMSAMP CAP REIT 

b) Capitaland

c) Manulife US REIT

Cash is ~4% of my portfolio. 

Counter (Singapore) 

1 RafflesMG

2 CDL HTrust 

3 Capitaland 

4 City Dev

5 Far East HTrust

6 CapitalR China Tr 

7 Capitaland Commercial Trust

8 OUE H Trust

9 Keppel Corp 

10 DBS 

11 OCBC 

12 UOB 

13 STI ETF

14 AIMS AMP REIT

15 Manulife REIT USD

Counter (USA)

1 VNGRD ENERGY 



Realised Gains (Since 2009) 

SGX Counters - S$140,605.64

US Counters - US$1,117.64

Dividends (Since 2009) 

S$49,522.66