I am proud to present the first series of Finance and Toast’s portfolio review! It is an exciting topic for me as I share what my holdings are like and at the same time bounce investment/portfolio management ideas with people. I struggled internally for a long time whether I should post this, but finally decided that I should do it.

I haven’t decide how I want to do this eg monthly, quarterly or ad-hoc, but I would probably do an update if there are meaningful changes to my portfolio mix.

For the month of September, this is how my portfolio looks like.

Source: Finance and Toast

Private Fund (59.3%)

At the start of this year, I decided to close out almost 80% of my equity positions and invest into my company’s private markets fund. Reason being I don’t have much time to monitor the individual stocks and prefer to let my money be handled by professionals.