It’s a new year and with the latest updates (here and here) on my evolving (hopefully not flip-flop) investment philosophy, there will also be a change in the format of this monthly update. Don’t say I didn’t warn you beforehand.
And yes, I have stopped calling it “passive income” even though my approach is definitely more “passive” than before. A portfolio is more apt since there will be 3 sections for the foreseeable future and here’s a short and quick explanation on each of them.
1. Core Portfolio
Asset | Avg Price | Amount | Current Price | Valuation | Allocation |
STI ETF | $2.94 | 9,800 | $2.67 | $26,166 | 27.3% |
Berkshire B | $131.59* | 80 | $130.26* | $14,589 | 15.2% |
SSBs | $1.00 | 15,000 | $1.00 | $15,000 | 15.7% |
Cash (SGD) | $1.00 | 40,000 | $1.00 | $40,000 | 41.8% |
Total | $95,755 | 100.0% |
The above will be the core portfolio going forward. I know I have not revealed ...
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