Asset breakdown as of end January 2025:
| Asset Classification | SGD | % |
| Trading Account | – | 0.0% |
| US Equities | 117,000 | 63.1% |
| Cash | 11,774 | 6.3% |
| Accounts Receivable | 9,055 | 4.9% |
| CPF OA | 22,016 | 11.9% |
| CPF Med | 15,627 | 8.4% |
| CPF SA | 9,981 | 5.4% |
Total AuM: $185,454
Reliable AuM: $137,829 (▴$26,793)
Notes:
- One-time Payout: Received a one-time payout as part of an assignment well completed. This accounted for a significant amount of the increase in AuM.
- Market Pullback: Quite unfortunately the market is pulling back today, just as I am posting this update. This is largely attributed to China’s DeepSeek sparking turmoil for US tech stocks.
- Termination of an Income Stream: Due to unforeseen circumstances I will have to close out my latest income stream. It was enjoyable while it lasted.
Assets under Mismanagement 
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