- Remember, it’s not just about how much or when you invest.
- 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.
Investment Type | Current % | Target % | ||
Bonds, T-Bills, etc | 30.404 | 27.50 | ||
SG Securities | 31.553 | 27.50 | ||
US, Ireland Domiciled Securities | 13.517 | 30.00 | ||
Cryptocurrencies | 24.527 | 15.00 | ||
Total | 100 | 100 | ||
Stock Symbol | Current % | Average Trade Price | Target % | P&L % |
BSL | 1.14 | 1.53 | -27.74 | |
S58 | 4.14 | 3.85 | -28.87 | |
C2PU | 2.52 | 2.52 | 26.42 | |
C38U | 5.14 | 1.92 | 34.87 | |
AJBU | 2.45 | 1.41 | 96.32 | |
A17U | 3.56 | 2.69 | 31.47 | |
ES3 | 13.79 | 2.92 | 8% | 33.20 |
CFA | 12.25 | 0.94 | 10% | -13.08 |
CLR | 11.81 | 0.95 | 10% | -11.07 |
YYY | 4.82 | 1.70 | 4% | -10.77 |
CYC | 4.25 | 14.23 | -1.16 | |
SPY | 6.36 | 376.67 | 105.22 | |
QQQM | 7.68 | 136.20 | 36.63 | |
XLU | 5.07 | 64.06 | 15.13 | |
XLV | 5.47 | 134.68 | 18.17 | |
IVV | 3.04 | 471.71 | 14.32 | |
G3B | 4.13 | 3.23 | 8% | 7.37 |
VNQ | 2.37 | 91.71 | ||
VWRA | 0 | 0 | 40% | |
VUAA | 0 | 0 | 20% | |
Total | 100 | |||
Crypto | Current % | Average Trade Price | Target % | P&L % |
BTC | 54.927720 | 40170.31 | 45% | 97.42 |
ETH | 30.882874 | 3307.39 | 45% | 4.31 |
DOT | 3.830363 | 21.14 | -75.48 | |
ADA | 3.599021 | 1.01 | -74.02 | |
USDC | 5.652517 | 1.04 | 10% | 91.28 |
SOL | 0.751108 | 34.46 | 495.61 | |
CRO | 0.325702 | |||
MATIC | 0.002927 | |||
DOGE | 0.016153 | |||
AVAX | 0.000397 | |||
BNB | 0.001400 | |||
TRON | 0.000335 | |||
MOONBEAM | 0.000440 | |||
DASH | 0.005438 | |||
DGB | 0.000132 | |||
ZEN | 0.000593 | |||
KMD | 0.000552 | |||
LTC | 0.000368 | |||
PIVX | 0.000357 | |||
QTUM | 0.000439 | |||
ZEC | 0.000411 | |||
Other Combined Wallets | 0.000754 | |||
Total | 100 |
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