Sunday, 2 April 2023

Portfolio Updates

SG

  • Added 3 x T Bills 6 Month
  • Added SATS Rights Issue
  • Added CLR
US
  • Added XLU
  • Added IVV
My opinion on SATS is that it should eventually be higher given my investment timeline of 10+ years.
So I subscribed to the rights given. 

Added more T Bills to bring up my bond %
T Bills plunged in interest rate. But it's still higher than CPF interest.

Lots of volatility with the collapse of US Banks, Federal Reserve situation, etc.
Nice chance to add more for the long term.

Remember, it’s not just about how much or when you invest.
Figure out your monthly expenditure and determine an estimated end goal.
Remember to live while investing.

Portfolio Allocation

Investment Type

Current % 

Target % 

SG Bonds, T Bills, etc

18.477

25

SG Securities

28.661

30

US Securities

26.556

30

Cryptocurrencies

26.306

15

Total

100

100




Stock Symbol

Average Trade Price

BSL

1.04

1.53

S58

3.63

3.85

C2PU

2.21

2.52

C38U

4.50

1.92

AJBU

2.15

1.41

A17U

3.12

2.69

BRK.B

1.79

164.30

SBUX

1.18

56.90

PFE

1.93

32.85

MSFT

1.79

139.25

AAPL

1.62

103.10

MA

2.45

206.50

ES3

12.07

2.92

CFA

7.54

1.04

CLR

7.71

1.03

YYY

4.22

1.70

CYC

3.72

14.23

VNQ

6.81

91.71

SPY

10.60

376.67

QQQM

6.64

136.20

VTI

5.93

211.40

XLF

5.38

36.09

XLU

0.97

67.38

XLV

0.51

127.47

IVV

0.50

387.39

Total

100.00





Crypto

Average Trade Price

BTC

35.28

40039.79

ETH

39.46

3350.53

DOT

12.60

21.41

ADA

11.04

1.03

USDC

1.48

1.05

SOL

0.14

34.91

Total

100.00




No comments:

Post a Comment