We are now in the last month of the year, last chance to do some tax planning/optimizing using CPF/SRS. I last blogged about one possible investment platform - Endowus CPF/SRS Review as well as an old but still relevant article on CPF RSTU - Is It Worth It?
Our portfolio reached another new high as it increases by 4.15% to $457,171 - $9,856.48 of capital injection and $8,358.08 of capital gain. The one in blue is the StashAway portfolio, green is SGX and the total is in black.
If you prefer to look at numbers, this is the raw data used to generate the above bar graph. These numbers are as of the last day of the month.
"Cash Flow" is the amount of money being injected/withdrawn from the portfolio (buying stocks = +ve cash flow while selling stocks and collecting dividends = -ve cash flow)
SOLD
None
BOUGHT
- CapitaRetail China Trust (4,000 units) @ $1.530
- Mapletree Commercial Trust (2,000 units) @ $2.240
We were looking at Mapletree NAC Trust after the price has fallen...