Net worth Update 3Q 2023
CPF: $304,500 (-$79,000)
The large drop in CPF was due to a downpayment for my resale HDB flat.
Cash: $264,800 (+$300)
Consists of a combination of:
- Cash in UOB One, OCBC360 and DBS Multiplier
- Money market fund in robo cash management
- A small amount in SRS, awaiting allocation into Endowus
ETFs: $111,100 (-$2,400)
Both CSPX and QQQM moderated in 3Q23.
Endowus: $130,800 (+17,300)
My DCA portfolio for international exposure and tilt toward small cap, value, profitability and momentum. The portfolio consists
- Dimensional US Core Equity (25% of DCA amount)
- Global Core Equity (25%)
- Global Targeted Value (17%)
- Emerging Market Large Cap (8%)
- Pacific Basin (8%)
- Endowus 80% Equity 20% Bond managed portfolio (17%)
Gain consists of capital injection of $18K and capital loss of $700
SG Stocks: 54,800 (-$1,900)
Individual stocks with focus on dividend-paying companies. Most were purchased during my early foray into investing.
Will reduce my exposure to SG stocks whenever I see the opportunity.
Stashaway: $11,000 (+$0)
SRI 20% which I brought while experimenting with robo advisors. I no longer inject any fund into it.
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