Financial planning has been the foundation of my journey toward achieving long-term financial stability, and June 2026 marks another meaningful step forward in my financial goals progress. This month, the total value of my financial assets increased by 4.33% compared to May, driven mainly by the rise in cash on hand from selling Boustead stock and receiving my annual performance bonus. These gains reinforce the importance of disciplined financial planning for retirement, especially as I continue building a diversified and resilient portfolio.
My financial assets today include insurance savings, savings accounts, fixed deposits, Singapore Savings Bonds, Singapore Treasury Bills, the current market value of my stocks, and the funds in my Supplementary Retirement Scheme (SRS) account. Each component plays a strategic role in my broader financial planning framework, helping me stay aligned with the long-term target I set for myself five years ago.
In July 2025, I achieved the financial goal I had been working toward for half a decade....