How much do I have in stocks? | Financial Snapshot - Dec 2024

This is a snapshot of my finances at the end of 2024.

Naturally, I do not want to disclose too many details or my net worth, the amount I have in banks, etc. so I will just share the following:

Not included in the above are bank savings, insurance policies, CPF, SRS, etc. The above is just the amount of stocks and cash in my stock brokerage accounts, the stocks in my BCIP, SRS, and Robo-advisor accounts, and the current bonds I am holding. Since I have worked in the US before, I have also added my 401K and Wealthfront investments to the above. Cryptocurrencies are NOT included in the Stocks portfolio.

 

For 2024 my stocks increased only 1.38% from last year. I think this is partly because I rotated some of my stocks into bonds (note my Bonds increased 32.64% YOY). Also, I no longer have extra cash to pump into Stocks.

Here's a visualization of the Stocks (SGD) and Bonds (SGD) over the years:

Onwards!