Assets under Mismanagement

  • March 2024 Overview

    Asset breakdown as of end March: Asset Classification SGD % Trading Account 5,931 5.1% US Equities 63,838 55.3% Cash 6,314 5.5% Accounts Receivable 6,862 5.9% CPF OA 18,305 15.9% CPF Med 9,176 8.0% CPF SA 4,917 4.3% Total AuM: $115,342 Reliable AuM: $82,945 (▴$2,513) Notes: Continue reading

  • February 2024 Overview

    Asset breakdown as of end February: Asset Classification SGD % Trading Account 6,391 5.8% US Equities 62,342 56.5% Cash 3,780 3.4% Accounts Receivable 7,913 7.2% CPF OA 16,741 15.2% CPF Med 8,632 7.8% CPF SA 4,509 4.1% Total AuM: $110,313 Reliable AuM: $80,431 (▴$3,709) Notes: Continue reading

  • SPY Outlook – February 2024

    Notes from the previous month: Expecting a pullback of about 3-4%, or potentially to 448. Surprisingly, US stocks remained highly bullish. The SPY pullback was merely 1.4% (17 Jan 2024), after which continued to new all-time highs past 490. Current SPY level – 494 Overall market sentiments remain largely positive, so while it is possible… Continue reading

  • January 2024 AuM Overview

    Asset breakdown as of end January: Asset Classification SGD % Trading Account 6,105 5.9% US Equities 52,207 50.2% Cash 12,275 11.8% Accounts Receivable 6,135 5.9% CPF OA 15,176 14.6% CPF Med 8,088 7.8% CPF SA 4,101 3.9% Total AuM: $104,087 Reliable AuM: $76,722 (▴$4,030) Notes: Continue reading

  • SPY outlook – January 2024

    Current SPY level – 476 Expecting a pullback of about 3-4%, or potentially to 448. Continue reading

  • At the Close: The Final Trading Day of 2023

    As the final trading day of 2023 approaches, it’s a perfect moment to reflect on my recent journey into trading. The experience has been enlightening, peppered with invaluable lessons that I’m eager to remember. From sizable gaps to price rejection candles and monitoring the distance from moving averages (MA), each has taught me the importance… Continue reading

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  • December 2023 AuM Overview

    Asset breakdown as of end December: Asset Classification SGD % US Equities 47,617 50.0% Cash 13,729 14.4% Accounts Receivable 11,346 11.9% CPF OA 12,352 13.0% CPF Med 6,938 7.3% CPF SA 3,294 3.5% Total AuM: $95,275 Reliable AuM: $72,691 (▴$7,586) Notes: Continue reading

  • Stepping Away: Departing from a Troubled Engagement

    Regrettably, I find myself at the crossroads of terminating a peripheral income source. In my spare capacity, I served as a consultant for a private company. Unfortunately, the recent trajectory of this engagement has become increasingly toxic, culminating in a heated conversation with key management that led to my decision to disengage. During this exchange,… Continue reading

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  • November 2023 AuM Overview

    Asset breakdown as of end November: Asset Classification SGD % US Equities 40,549 47.5% Cash 14,641 17.2% Accounts Receivable 9,916 11.6% CPF OA 10,903 12.8% CPF Med 6,434 7.5% CPF SA 2,916 3.4% Total AuM: $85,359 Reliable AuM: $65,106 (▴$7,496) Notes: A. Equities recovering: SPY bottomed in November and has recovered to ~460. Saw huge… Continue reading

  • October 2023 AuM Overview

    Asset breakdown as of end October: Asset Classification SGD % US Equities 30,363 40.2% Cash 12,588 16.7% Accounts Receivable 14,658 19.4% CPF OA 9,454 12.5% CPF Med 5,930 7.9% CPF SA 2,538 3.4% Total AuM: $75,531 Reliable AuM: $57,609 (▴$450) Notes: A. Equities portfolio dropped: equities were on a decline in October. The largest stock… Continue reading

Assets under mismanagement

Keeping track of personal finances and attempting to manage my assets. Onward to financial freedom and empowerment

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