Investment portfolio update

Its been a while since i presented the performance of my investment portfolio.  As a quick recap, i started building the portfolio around October 2012, in an attempt to reduce my cash assets and increase my passive income.  The focus has been high yield and broad diversification.

Here's the current position:

	Description	Total Return	CAGR	% Portfolio
UK listed ETFs
SEDY	EM High dividend	2.7%	3.4%	9.1%
IASP	Asia Pacific property	6.1%	8.1%	9.4%
SHYU	High yield corporate debt	10.4%	13.8%	9.9%
IUKD	UK High dividend	24.9%	37.0%	11.0%
IDVY	Eurozone High dividend	16.0%	26.3%	6.1%
IAPD	Asia Pacific High dividend	1.3%	10.7%	9.0%
VHYL	Global High Dividend	6.8%	106.8%	8.7%
INFR	Global Infrastructure	0.6%	2.0%	8.2%
HK listed ETFs
2800	HK Index tracker	-0.7%	-2.2%	5.9%
3049	CSI 300 China tracker	-9.5%	-26.7%	2.5%
Other Equities
AV.B	Aviva Pref Shares	-6.8%	-22.1%	8.3%
AAPL	Apple	-0.9%	-2.3%	2.5%
Metals
Gold		-22.9%	-29.3%	7.3%
Silver		-26.8%	-64.4%	2.1%

Overall, the core high yield ETFs have performed well, in particular the UK & Eurozone ETFs.  Gold and Silver have been a bit of a disaster but in some respects they were bought more as a hedge to the equities and i don't intend to sell.  

I've roughly estimated the portfolio to be yielding around 4% in dividends, which is a lot more than i can currently earn on cash.  I added a few new ETFs during the June downturn (including VHYL) and the portfolio has recovered well so far in July.  

I'm not looking to aggressively grow the portfolio at this stage, but will keep looking out for bargains and buying opportunities.