1. Core Portfolio
Asset | Avg Bought | Amount | Price | Valuation | Allocation |
STI ETF | $2.94 | 9,800 | $2.86 | $28,028 | 28.5% |
Berkshire B | $131.59* | 80 | $139.64* | $15,416 | 15.7% |
SSBs | $1.00 | 15,000 | $1.00 | $15,000 | 15.2% |
Cash (SGD) | $1.00 | 40,000 | $1.00 | $40,000 | 40.6% |
Total | $98,444 | 100.0% |
With most stock markets staging impressive recoveries in the past month, I couldn’t see any opportunities to add to this core portfolio. Coupled with the fact that the recent SSB rates have been disappointing, there’s been no addition on this front too.
Compared to the previous month, the value of this portfolio is up by almost $3,000.
*The two numbers are in USD
2. Local Stock Portfolio
Stock | Amount | Price | Valuation | Allocation |
Kingsmen | 27,700 | $0.63 | $17,313 | 14.27% |
ST Engg | 4,000 | $3.14 | $12,560 | 10.35% |
OCBC | 1,200 | $8.95 | $10,740 | 8.85% |
PLife Reit | 4,000 | $2.... |