May 2024 Overview

Asset breakdown as of end May 2024:

Asset ClassificationSGD%
Trading Account2,0291.7%
US Equities69,12957.6%
Cash2,2141.8%
Accounts Receivable9,1397.6%
CPF OA21,43317.9%
CPF Med10,2648.6%
CPF SA5,7324.8%

Total AuM: $119,941

Reliable AuM: $82,512 (▼$2,513)

Notes:

  1. Major Expenses: made a significant $5,000+ purchase, and had some personal expenses on a work trip in May.
  2. Trading Account: withdrew a good amount from my brokerage. I find that I have less time to trade these days, and might stop for the time being



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Assets under mismanagement

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