December 2023 AuM Overview

Asset breakdown as of end December:

Asset ClassificationSGD%
US Equities47,61750.0%
Cash13,72914.4%
Accounts Receivable11,34611.9%
CPF OA12,35213.0%
CPF Med6,9387.3%
CPF SA3,2943.5%

Total AuM: $95,275

Reliable AuM: $72,691 (▴$7,586)

Notes:

  1. A/R write off: wrote off c.$2,500 in receivables from the role I cancelled. Might be too much of a hassle to get this back.


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Assets under mismanagement

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