- PORTFOLIO SUMMARY(as of the last day of the month)
We will be making a few changes to our StashAway portfolio. Firstly, the addition of a new portfolio for Baby Ong with a monthly investment of $100. I blogged about our investment plan for her here - Our Insurance and Investment Plan for Baby Ong. Secondly, we are reviewing if we should continue to contribute SRS for CZM given that she is now eligible for Working Mother’s Child Relief which reduces her tax significantly! We are also going to increase the risk index for CZM's SRS portfolio.
Investment for this month:
KPO and CZM Cash - StashAway Risk Index 22% - $1,000
Baby Ong Cash - StashAway Risk Index 36% - $100
KPO SRS - StashAway Risk Index 36% - $638
CZM SRS - StashAway Risk Index 14% - $250
Total: $1,988