Here is the update for my Daedalus portfolio for October 2024. If work is not too busy, I will try to provide an update where possible.
I explain how I constructed this portfolio in Deconstructing Daedalus Income Portfolio. You might not understand what I wrote below if you haven’t read this post.
All my personal planning notes such as income planning, insurance planning, investment & portfolio construction will be under my personal notes section of this blog. You can also find the past updates in the section.
Portfolio Change Since Last Update
The portfolio was valued at $1.434 million at the end of September and is currently at $1.463 million at the end of October.
We reported a portfolio change of $29,000 for October 2024.
As of 3rd November 2024, the portfolio is valued at $1.456 million.
Here are the primary security holding returns for the month-to-date and year-to-date:
The returns of Dimensional funds are in SGD, with the rest in USD. I have also listed...