March 2024 Overview

Asset breakdown as of end March:

Asset ClassificationSGD%
Trading Account5,9315.1%
US Equities63,83855.3%
Cash6,3145.5%
Accounts Receivable6,8625.9%
CPF OA18,30515.9%
CPF Med9,1768.0%
CPF SA4,9174.3%

Total AuM: $115,342

Reliable AuM: $82,945 (▴$2,513)

Notes:

  1. Equities Slowdown: my major holdings are stagnating while SPY inches upwards. Current portfolio depends on rate cuts in June (or later) so that remains to be seen.
  2. Income: received a couple of additional income opportunities. Notwithstanding some minor initial agency fees, I expect to expand my income by $1-1.5k per month. That would be nice.


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Assets under mismanagement

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