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Portfolio Update Aug 2020
By Financial Independence at 35  •  August 10, 2020
I’m doing this earlier than my usual end of the month, but it’s to coincide with my monthly statements issued from my brokerage. They are only issued around the 10th business day of the month. Going forward, this should be the new schedule, and the next portfolio update will be mid Sep. I’ll post my transactions and holdings so you guys know I’m not full of crap. I won’t do this every month though, as its a lot of trouble to download and crop. I use the crop function rather than masking the account and name details, as it’s a little safer.

Leveraged portfolio

Name Bought price Current Price Market Value Gain/Loss (SGD)
Temasek 3.625% 102.2 119.63 USD $299,000 $59,700
CMZB 7% perp 106.85 100.13 USD $214,000 -18,400
HSBC 5% perp 104.4 98.27 SGD $250,500 -15,300
Pimco Income Fund 4% 10.08 9.90 SGD $246,000 – 3,900
Lifelong Income Whole life plan SGD $220,000
Sum SGD $1.367m $22,100
As of 8 Aug 2020
Overall, leveraged portfolio fell from 1.38m to 1.365m. This is mostly because HSBC has decreased in price....
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By Financial Independence at 35
This records my experience of being a 35-year-old who reached financial freedom.
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