January 2024 AuM Overview

Asset breakdown as of end January:

Asset ClassificationSGD%
Trading Account6,1055.9%
US Equities52,20750.2%
Cash12,27511.8%
Accounts Receivable6,1355.9%
CPF OA15,17614.6%
CPF Med8,0887.8%
CPF SA4,1013.9%

Total AuM: $104,087

Reliable AuM: $76,722 (▴$4,030)

Notes:

  1. About to reach the next milestones: on track for $110k and $80k in February!
  2. Housing: signed the sale agreement in January for a public house! ETA 3Q27.
  3. Actively Trading US Equities: opened a brokerage account to trade US stocks. January P&L was 1.16%, against SPY performance of 1.59%.
  4. Income Reduction: I lost a substantial stream of income at the end of 2023, so this will affect the monthly AuM increments.



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Assets under mismanagement

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