Portfolio at S$10,108.79 showing a small loss of S$21.88. REITs are performing well with KepDC and CICT leading gains, but BYD REIT is dragging with -14.6% and exceeds concentration limit at 26.7% of portfolio.
📊 Singapore REITs showing divergent performance with quality assets outperforming while retail-focused REITs face pressure.
💡 Rebalance by trimming BYD position below 25% threshold, even at a loss, to manage concentration risk. Consider reallocating proceeds to top performers like CICT or KepDC, or averaging down on JYEU if fundamentals remain sound.
BYD now represents 26.7% of portfolio, exceeding the 25% safety threshold. Consider trimming position to reduce single-asset risk despite current unrealized loss.
Both BYD (-14.6%) and JYEU (-10.1%) are showing significant losses. Monitor for sector-specific headwinds or property market concerns.
KepDC, CICT, and AIMS showing double-digit gains, demonstrating solid income-generating foundation. Continue holding these performers.