Thursday, June 25, 2020

Portfolio allocation - Jun 2020

YearStocks + REITs - SingaporeStocks + REITs - USStocks + REITs - DevelopedStocks + REITs - EmergingBondsCash

Overweight on Stocks + REITs - US. Cash allocation has continued to come down this year, which is good.

Will slowly reduce my allocation in US stocks over time. 

Will slowly tune this, and update every year in June.

Note to myself: 'Stocks + REITS - US' includes the REITS in Wealthfront. 

Tuesday, June 23, 2020

Retirement Calculator Snapshot - Jun 2020

I did a re-calculation of my retirement calculator:

While my net worth has increased, there are still 11.25 months to my FI.

The last time I did this calculation was back in Jan 2020 earlier this year and it was 0.63 years/8 months away. This is an increase because there have been some adjustments to my expenses, such as adding in the endowment policy for my second child. Also, I adjusted the monthly dining+entertainment expense from 200 to 500 to be more realistic.

I guess no choice but to simply trudge on...

Saturday, June 13, 2020

Portfolio Snapshot - March of the Covid19 - 13 Jun 2020

Singapore portfolio:

One-fourth portfolio:

USA portfolio (profits are greater then pre-covid19 times):

Friday, June 5, 2020

My Moves during Covid19 and the Returns Now

Like I said earlier I made a few moves during the pandemic. Out of the 18 moves I made, 17 made money. You may notice some stocks are repeated. That's because I bought them at different times.

SGP stocks (total 17.09% returns):

USA stocks (total 41.07% returns):