Monday, 2 May 2011

Portfolio Update: 2011 May

May 2011

Portfolio 1
Status: Unhealthy, need to reduce stock percentage

Stock 89.2%
  • Cambridge
  • Healthway
  • First Reit
  • LippoMaple
Investable Cash(exclude emergency fund + daily fund) 10.8%

*Investible Cash

Portfolio 2 
Status: Waiting for good opportunity

Stock - Cache 23%
Investable Cash(exclude emergency fund) 77%

*Edited post: Forgot to exclude emergency fund for Portfolio 2.


Createwealth8888 said...

What is the difference between Portfolio 1 & 2?

OT83 said...

Hi Uncle CW,

Portfolio 1 is my own personal money.

Portfolio 2 is money from my joint account with wife.

Singapore Man Of Leisure said...

Your wife very understanding!

I thought her money is her money; your money is also her money!

You are allowed to have your own "private room" money! Respect!


OT83 said...


Of course I must keep some money myself, else she will splurge everything :)

I said it is for our future. Good excuse :)

Wealth Journey said...

Wouldn't it be better consolidating the 2 portfolios into 1? Just remember the percentage of capital that is yours versus hers if you really want to draw a clear line.

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