Investing Updates : U.S. Portfolio Re-Allocation

• U.S. portfolio has grown large enough so there is a strategic need to re-allocate U.S. assets to Irish Domiciled ETFs to avoid estate tax.
• Simplification of portfolio is something I prefer to do too.
• Markets ATH is a challenge. But timing the market is even harder...

https://seedly.sg/opinions/everything-you-should-know-about-irish-domiciled-etfs-kbIU2yzqqz/

Investing Updates : Ireland Domiciled ETFs

• Nice article.
• Interested into building with VWRA, VUAA

https://blog.seedly.sg/best-etfs-singapore-ireland-domiciled/

Investing Updates : SSB is Attractive

• Looks like many people are aware on the SSB's good rate right now.
• Going to be over-subscribed for sure.

Investing Updates : S-REIT ETFs High InFlows

• Lots of people like me.....

Investing Updates : Banks predict SPY

• JP Morgan real pessimistic about economy 😆
• Imo, anything below 5,000 is a good DCA buy.
• It's probably a sideways market until the U.S. general elections. Will see.

Investing Updates : Choice of Brokerages

• Reached 10 brokerage accounts after on-boarding CMC Invest. 
• Barring any special promotions by each brokerage, it's time to designate a primary / secondary for better fees and admin management.
• I made the following choices with consideration on UI / UX, fees, country of origin, custodian and online feedback.

1. MooMoo (Primary for SG)
2. Tiger Brokers (Secondary for SG)
3. Interactive Brokers (Primary for US)
4. Syfe (Secondary for US)
5. WeBull
6. CMC Invest
7. DBS Vickers
8. FMSOne
9. Standard Chartered (To Liquidate)
10. uSmart (To Liquidate)

https://www.investopedia.com/multiple-brokerage-accounts-pros-cons-5213275#:~:text=%22Investing%20is%20complex%20as%20it,issue%20of%20security%20and%20passwords.

Investing Updates : S-REITs to go higher?

• S-REITs still far from their all time highs.
• In my opinion, this 6 month+ period is the last few chances to take up some S-REITs at cheap prices.
• Personally, looking at topping up my REIT ETFs to be higher than target allocations for the time being.

Portfolio Updates : November '23

• Reached Bonds, T-Bills, etc % allocation
• Continue to lower Crypto % allocation
• Will try CMC Invest brokerage

https://yolofomo101.blogspot.com/p/portfolio.html

Portfolio Changes

• CPF OA into EndowUs
• XLV
• SSB / T-Bills
• Cash Mgt

Portfolio Updates : Markets Green, ETH Very Green

• Added XLV. Predicting that IVV will drop back a little to DCA in.
• ETH rally based on BlackRock's news. Crypto seems to be on the verge of a bull market comeback.
• Looking to invest into EndowUS cash mgt account so as to diversify cash mgt accounts into 5 different companies i.e. MooMoo, Tiger Brokers, Syfe, MariBank and EndowUS.

https://www.moomoo.com/community/feed/wall-street-today-u-s-indexes-log-weekly-gains-111388408872965?global_content=%7B%22promote_content%22%3A%22mm%3Afeed%3A111388408872965%22%2C%22visitor%22%3A1%7D&futusource=news_headline_topnews

Portfolio Updates : REITs wrecked, Bitcoin Pumps

For first time in a long time, got rejected in 1 x T-Bills 6 month duration.

REIT sector is weak. Bought some CLR.

Still balancing Bonds, FD, G3B, IVV, XLV, XLU allocations.

Portfolio rescued by Bitcoin pump =D

Interested in on-boarding CMC Invest brokerage. Will look into it when T-Bills redeemed end Oct.

https://yolofomo101.blogspot.com/p/portfolio.html

"Remember, it’s not just about how much or when you invest.

Figure out your monthly expenditure and determine estimated end goals."

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."