Monday, 4 September 2023

Portfolio Updates

SG

  • Added 1 x T-Bills 6 Month
  • Added SSB
  • Added 1 x G3B
US
  • Added 1 x XLU

Investment Type

Current % 

Target % 

SG Bonds, T Bills, etc

22.973

25

SG Securities

26.988

30

US Securities

26.021

30

Cryptocurrencies

24.018

15

Total

100

100




Stock Symbol

Average Trade Price

BSL

0.99

1.53

S58

3.45

3.85

C2PU

2.10

2.52

C38U

4.28

1.92

AJBU

2.04

1.41

A17U

2.97

2.69

BRK.B

1.74

164.30

SBUX

1.14

56.90

PFE

1.88

32.85

MSFT

1.74

139.25

AAPL

1.57

103.10

MA

2.38

206.50

ES3

11.48

2.92

CFA

7.71

1.03

CLR

7.33

1.03

YYY

4.01

1.70

CYC

3.54

14.23

VNQ

6.61

91.71

SPY

10.28

376.67

QQQM

6.44

136.20

VTI

5.75

211.40

XLF

5.22

36.09

XLU

2.37

66.30

XLV

1.51

129.08

IVV

0.49

387.39

G3B

1.01

3.30

Total

100.00





Crypto

Average Trade Price

BTC

35.28

39258.52

ETH

39.46

3285.15

DOT

12.60

20.99

ADA

11.04

1.01

USDC

1.48

1.03

SOL

0.14

34.23

Total

100.00




"Remember, it’s not just about how much or when you invest.
Figure out your monthly expenditure and determine estimated end goals."

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