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$1.46 mil Daedalus Income Portfolio Update – October 2024
By Investment Moats  •  November 4, 2024
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...
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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