August 2023 AuM Overview

Asset breakdown as of end August:

Asset ClassificationSGD%
US Equities25,78637.7%
Cash10,36215.2%
Accounts Receivable18,85627.6%
CPF OA6,6429.7%
CPF Med4,9467.2%
CPF SA1,8012.6%

Total AuM: $68,393

Reliable AuM: $55,004 (▴$2,686)

Notes:

A. Notable expenses: Had to buy a couple of suits for a work event (and several foreseeable ones in the future). I spent a good two grand getting tailored suits so this was a luxury spend. I’m trying to justify this with the fact that they should last a couple of years…

B. Noting a bit of lifestyle creep: I’m starting to feel the lifestyle creep / bigger purchases in the recent months… will need to monitor this moving forward. Albeit, the side monies help to offset this.

C. Growing one-off A/R items: Work expenses were much higher than normal…



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Assets under mismanagement

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