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Showing posts from July, 2024

Networth Update 3Q 2024

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It's been a while since I last updated my finances. Since then, the renovations for my flat has been completed, and my wife and I have hosted a wedding banquet. With these major expenses behind me, I can now focus once again on building my wealth. I took this opportunity to consolidate my investments. Specifically, I have completely liquidated my positions in Stashaway and sold the cash-funded investments in my Endowus account. I switched to an All World ETF (ISAC) and a US small-value ETF (USSC) through IBKR. Besides streamlining my portfolio, the primary reason for this switch is to reduce the recurring fees. Going forward, I plan to DCA based on the following allocation: $3,000 in ISAC, monthly via IBKR $1,000 in CSPX, monthly via IBKR $1,500 in USSC, quarterly via IBKR $1,500 (SRS) in Dimensional US Core, monthly via Endowus $1,000 (CPF) in Amundi World, monthly via Endowus With these, I'm looking at a roughly 80% US 20% international portfolio with a slight tilt towards sm