Asset breakdown as of end December 2024:
| Asset Classification | SGD | % |
| Trading Account | – | 0.0% |
| US Equities | 91,015 | 59.3% |
| Cash | 11,885 | 7.7% |
| Accounts Receivable | 8,136 | 5.3% |
| CPF OA | 18,816 | 12.3% |
| CPF Med | 14,504 | 9.4% |
| CPF SA | 9,147 | 6.0% |
Total AuM: $153,503
Reliable AuM: $111,037 (▼$1,303)
Notes:
- Market Pullback: US equities went through a slight correction. My portfolio went through a bigger drawdown; this net figure shown has already factored in additional funds deposited. It’s pretty evident that my portfolio has some degree of concentration risk here. Albeit, I am comfortable with this.
Assets under Mismanagement 
Leave a comment