Personal Finance
Financial Goal Progress September 2020
By My Sweet Retirement  •  September 20, 2020
Above is the progress of me reaching my targeted financial goal for September 2020. As you can see from the chart, the total value of my financial assets have grown by 1.49%. The main driver for the growth comes from the dividends I have collected from the stocks in my portfolio this month. Besides that will be my monthly regular contribution to the insurance savings plan and Supplementary Retirement Scheme account. Last month, I mentioned that I have opened a Forex account. I have included my minor investment into Forex into the financial assets that I am tracking. I have made a profit of 8% upon return of investment. The total financial assets I am currently tracking are:
  • Insurance savings (NTUC RevoSave, Singlife, Dash EasyEarn)
  • Savings accounts (POSB, OCBC, CIMB)
  • Singapore Savings Bonds
  • Current value of my stocks
  • Forex
  • Supplementary Retirement Scheme
I have collected the dividends from SPH REIT (18 August), Singtel (18 August), CapitaMall Trust (28 August),...
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By My Sweet Retirement
I am a working salaried professional in my mid 30s. Just like most Singaporeans, I worked long office working hours, often trying very hard to find some work life balance. The Sweet Retirement Blog was created to share my journey towards achieving a comfortable retirement life. I believe we cannot simply rely solely on our Central Provident Fund savings when reaching old age. Neither can we rely solely on our bank savings as we all know the interest rates cannot beat inflation.
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