Index Portfolio Sneaks In to Grab #2

Almost unnoticed and creeping up silently, my index portfolio has grown over the years to become my number 2 portfolio today. It has grown from 8% at end 2017 to become 28% of my total investment this weekend. Amazing growth! Even faster than my overseas portfolio, which has grown from 9% to 18% today on … Continue reading Index Portfolio Sneaks In to Grab #2

Wk11 : Wild Wild West

My overseas equities holding has dropped from 26.5% to 26.1% of my total value of equities. It may reduce even further by my time tomorrow morning when the US market closes as the futures are showing deep red now. Actually the S&P 500 and Nasdaq have been doing quite well this week, but so has … Continue reading Wk11 : Wild Wild West

Wk 10 – Still Interest Rate and Buy

The headline for this week investment community is still the interest rate and for me it is again to accumulate more shares at lower prices. Just when we thought that the risk from interest rate has subsided, Mr Fed Chief came on public media and shared that with economy reopening, we could expect some inflation. … Continue reading Wk 10 – Still Interest Rate and Buy

2021 Target: Increase net worth by 5%

Trained by years of corporate life, making personal Tasks and Targets (T&T) for the year has become an annual affair. For my investment journey this year, I have set the following T&T for 2021: 1. Increase my net worth by 5% is the key overriding one. After failing to deliver on this target last year, … Continue reading 2021 Target: Increase net worth by 5%

Index portfolio holding up well!

My regular readers would know that I have a special portfolio that holds all my investments in index ETFs and unit trusts. This index portfolio has grew from 20% at start of the year to 30% of my total investment today. It grew partially because of my monthly regular fixed investments in selected ETFs (capital … Continue reading Index portfolio holding up well!

Dividends (and Others) to Show …

What a tumultuous start to the new investment in year! With a blink of an eye, 2 months have passed. My key takeaway so far are: (1) My equity portfolio lost 6% in value. Mainly in my Growth portfolio, which has the more risky and volatile companies. I had also done some switching out of … Continue reading Dividends (and Others) to Show …

Index Portfolio ensures I stay invested in the market regardless

"Index Portfolio Delivering its Value" was the last time I wrote about my index portfolio many months ago. Then in the dark days in Dec 2018, my index portfolio stayed solid and was above the water when everything else seemed to be sinking. So fast forward to today, I thought I will do a write-up … Continue reading Index Portfolio ensures I stay invested in the market regardless

Giving MoneyOwl a Try

Another disheartened day at work made me yearned for FIRE* even more today than yesterday. My blog yesterday prompted many good feedback and opinions from fellow financial bloggers who offered different perspectives. They also offered a good dose of encouragement to me, of which I am very grateful for. It also bumped up the number of … Continue reading Giving MoneyOwl a Try