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Portfolio Update
By A Pen Quotes  •  June 21, 2017
This will be just a quick update on my portfolio. Basically, it has been rather uneventful. calculator-1680905_960_720.jpg I am still in a net cash holding position in relation to my stock holdings. For this month, I did not divest any of my stock holdings. Personally, I am pretty comfortable with my holdings.
  • Robert Shiller: With stock valuations high, it’s time to reduce your holdings (read here)
I have been doing some internal adjustment to my holdings:
  1. I topped up my SRS account.
  2. Transferred money from my CPF OA account to the CPF Special account.
  3. Bought Insurance: An Enhanced Incomeshield policy (Hospitalisation) and a Whole Life policy for my daughter. (A present from mom & dad, to her on Father’s Day)
I reckon the Whole Life policy is a ‘good to have’ insurance (kids don’t have term policies from what I have gathered). Whole Life policy is really not a necessity......
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By A Pen Quotes
Hi, I am a typical guy born in 1976. You can call me ‘T’. Family: I have a lovely wife and 2 kids (a boy and a girl). To me, they are the best things that happened in my life. Work: I’m working full-time in the construction industry. Interests: I like to swim, draw and read up on financial articles. I have started a Youtube channel on sketches. Do check it out here.
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