Sunday, 1 October 2023

Portfolio Updates

---Highlight of the Month---


Why do some investors call Singapore stock market boring?
Well... since Tharman won the presidential election we are still around the same place x)
Our economy has always been dependent on the larger countries' events.
Still stocking up on defensive sectors XLU and XLV in portfolio.

SG
  • Added 2 x T-Bills 6 Month
  • Added SSB
  • Added to Endowus CPF Core Portfolio
US
  • Added 2 x XLV

Portfolio Value Est - 300k

Investment Type

Current % 

Target % 

SG Bonds, T Bills, etc

23.080

25

SG Securities

26.699

30

US Securities

26.460

30

Cryptocurrencies

23.761

15

Total

100

100




Stock Symbol

Average Trade Price

BSL

0.97

1.53

S58

3.40

3.85

C2PU

2.07

2.52

C38U

4.22

1.92

AJBU

2.01

1.41

A17U

2.93

2.69

BRK.B

1.73

164.30

SBUX

1.14

56.90

PFE

1.87

32.85

MSFT

1.73

139.25

AAPL

1.56

103.10

MA

2.37

206.50

ES3

11.32

2.92

CFA

7.60

1.03

CLR

7.23

1.03

YYY

3.96

1.70

CYC

3.49

14.23

VNQ

6.57

91.71

SPY

10.23

376.67

QQQM

6.41

136.20

VTI

5.72

211.40

XLF

5.19

36.09

XLU

2.35

66.30

XLV

2.43

129.84

IVV

0.48

387.39

G3B

1.00

3.30

Total

100.00





Crypto

Average Trade Price

BTC

35.28

38922.07

ETH

39.46

3257.00

DOT

12.60

20.81

ADA

11.04

1.00

USDC

1.48

1.02

SOL

0.14

33.94

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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