Portfolio & Tools

Remember, it’s not just about how much or when you invest πŸ˜€

Figure out your monthly expenditure and determine estimated end goals 🎯

It's not just about growing your money, it's about the process and how you use it too.

I invest mainly for retirement purposes. To live well with my spouse and remove financial burdens from children during golden years. πŸ‘΄

Everyone can do DIY investing. It's not rocket science. It's whether you want to put in the efforts 😊. 

As you build up knowledge & portfolio, you will get comfortable winning or losing πŸ’°. 

Investing is kinda like living life, small steps at a time.


Estimates from Yahoo Finance tracker


Investment Type

Current % 

Target % 

P&L %

Bonds, T-Bills, Cash Mgt

27.436

27.50

9.68

SG Equities

27.174

27.50

22.85

US, Ireland, etc Domiciled Equities

28.653

30.00

47.68

Cryptocurrencies

16.736

15.00

42.80

Total

100

100














Stock Symbol

Current % 

Target % 

P&L %

BSL

0.63


-18.30

S58

2.28


-15.20

C2PU

1.39


92.11

C38U

3.00


44.93

AJBU

1.56


125.78

A17U

1.96


38.03

ES3

7.59

10%

60.10

CFA

11.61

10%

-3.51

CLR

11.38

10%

-4.80

YYY

2.65


0.55

CYC

2.34


-0.93

SPY

3.36


125.54

QQQM

4.06


59.61

XLU

2.68


32.86

XLV

2.89


8.86

IVV

1.60


29.84

G3B

2.28


30.48

VWRA

29.73

60%

16.16

VUAA

7.01

10%

15.77

Total

100





General Strategy for Crypto is to invest primarily in BTC, ETH and USDC. Stake in CeFi/DeFi services. Redeem rewards in Altcoins and convert back for gains.

CPF

  • Endowus
  • Poems
  • T-Bills

Brokerages / Exchanges / Cash Management

  • MooMoo (SG Primary)
  • Tiger Brokers (SG Secondary)
  • Interactive Brokers (US Primary)
  • Syfe (US Secondary)
  • WeBull
  • CMC Invest
  • DBS Vickers
  • FMSOne
  • uSmart
  • Coinbase
  • Coinhako
  • Crypto.com
  • Gemini
  • Independent Reserve
  • Kucoin
  • Chocolate Finance
  • EndowUS
  • MariBank
  • OKX

Cefi / Defi

  • Lido
  • Yoroi
  • Aave
  • Kucoin
  • Crypto.com
  • Coinbase
  • Ether.fi
  • Ledger Staking
  • Trezor Staking
  • Tangem Staking






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