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Asset breakdown as of end March: Asset Classification SGD % Trading Account 5,931 5.1% US Equities 63,838 55.3% Cash 6,314 5.5% Accounts Receivable 6,862 5.9% CPF OA 18,305 15.9% CPF Med 9,176 8.0% CPF SA 4,917 4.3% Total AuM: $115,342 Reliable AuM: $82,945 (▴$2,513) Notes: Continue reading

Notes from the previous month: Expecting a pullback of about 3-4%, or potentially to 448. Surprisingly, US stocks remained highly bullish. The SPY pullback was merely 1.4% (17 Jan 2024), after which continued to new all-time highs past 490. Current SPY level – 494 Overall market sentiments remain largely positive, so while it is possible Continue reading

Asset breakdown as of end January: Asset Classification SGD % Trading Account 6,105 5.9% US Equities 52,207 50.2% Cash 12,275 11.8% Accounts Receivable 6,135 5.9% CPF OA 15,176 14.6% CPF Med 8,088 7.8% CPF SA 4,101 3.9% Total AuM: $104,087 Reliable AuM: $76,722 (▴$4,030) Notes: Continue reading