Portfolio Allocations

  • 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.
Portfolio Value Est - 400k

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





CPF
EndowUS Core, T-Bills

Brokerages
MooMoo (SG Primary), Tiger Brokers (SG Secondary), Interactive Brokers (US Primary), Syfe (US Secondary), WeBull, CMC Invest, DBS Vickers, FMSOne, Standard Chartered, uSmart

Cefi / Defi
Lido, Compound, RocketPool, UniSwap, Yoroi, MinSwap, Aave, Coinbase Earn, Kucoin, Mantle, Ether.fi

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