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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.

General strategy for bonds and shares is to DCA fixed amounts from salary monthly. In times of huge market drops, would deploy additional spare cash. πŸ’Έ

General strategy for crypto is to invest in BTC, ETH and USDC. Stake in CeFi and DeFi services. Redeem rewards in Altcoins and convert back for gains. πŸ€‘


Estimates from Yahoo Finance tracker

Investment Type

Current % 

Target % 

P&L %

Bonds, T-Bills, Cash Mgt

27.081

27.50

10.03

SG Equities

27.543

27.50

25.41

US, Ireland, etc Domiciled Equities

28.716

30.00

52.55

Cryptocurrencies

16.661

15.00

57.56

Total

100

100














Stock Symbol

Current % 

Target % 

P&L %

BSL

0.62


-16.39

S58

2.25


-13.94

C2PU

1.37


92.49

C38U

2.96


50.61

AJBU

1.54


127.43

A17U

1.94


43.56

ES3

7.50

10%

67.15

CFA

11.91

10%

-1.37

CLR

11.68

10%

-2.21

YYY

2.62


-0.27

CYC

2.31


-0.91

SPY

3.30


133.14

QQQM

3.98


68.14

XLU

2.63


33.85

XLV

2.83


12.15

IVV

1.57


36.53

G3B

2.25


34.10

VWRA

29.87

60%

22.30

VUAA

6.87

10%

23.47

Total

100





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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