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My neglected portfolio, the Story Fund
By A Pen Quotes  •  April 14, 2024
My Portfolio I have a mixture of growth stocks, dividend stocks, REITs, and SSBs in my portfolio (not counting my CPF, T-Bills, cash, insurance, property, etc). As mentioned here, my portfolio basically consists of a Dividend Portfolio and a Story Fund. The Dividend portfolio consists of 2 parts: the Singapore Portfolio and the Hong Kong Portfolio. The Story Fund consists of US and Hong Kong-listed growth stocks. The stocks within each portfolio might have changed much. To be frank, in recent years, I have been actively investing and adding to my dividend portfolio, and building up my war chest via the Singapore Saving bonds (and cash). Currently, the dividend portfolio occupies approximately 77.1% of my portfolio value. While the Story Fund portfolio on the other hand only occupies 18.1% of the total value. So yeah, in a way, the Story Fund was kind of neglected.    ...
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By A Pen Quotes
Hi, I am a typical guy born in 1976. You can call me ‘T’. Family: I have a lovely wife and 2 kids (a boy and a girl). To me, they are the best things that happened in my life. Work: I’m working full-time in the construction industry. Interests: I like to swim, draw and read up on financial articles. I have started a Youtube channel on sketches. Do check it out here.
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