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Portfolio Review 2013
By Turtle_Investor  •  January 1, 2014
Total Portfolio value grew $57,501.23 or 15.34% to $432,315.50 as of 2013. Dividends continue to main contributor to the growth which is in line to my long term strategy for this family portfolio. I am hoping to grow this portfolio to at least half a million in 2014 with additional capital injection from my pocket if Mr Market gives me a good opportunity in any of the asset classes. Current Asset allocation stands currently at 74% Equity, 7% Bonds and 19% Cash & Equivalent. I am not in a hurry to deploy the cash until I am comfortable with the valuation of the investment I am currently eyeing. A sustainable passive cash flow is more important than growing them at all cost. My philosophy is always to invest when I deemed there is a substantial margin of safety and when my instinct tells me to do so. Good or (Read more...)...
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By Turtle_Investor
Old Turtle is 36 years old (as of 2019) DYI investor (married with 1 Turtle wife and 2 little Turtles) whom started my personal investing journey since 2006 with the main purpose of beating inflation and generating passive income for retirement.
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