Portfolio 1
Status: Unhealthy, need to reduce stock percentage
Stock 89.2%
- Cambridge
- Healthway
- First Reit
- LippoMaple
*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.
5 comments:
What is the difference between Portfolio 1 & 2?
Hi Uncle CW,
Portfolio 1 is my own personal money.
Portfolio 2 is money from my joint account with wife.
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!
LOL
Hi SMOL,
Of course I must keep some money myself, else she will splurge everything :)
I said it is for our future. Good excuse :)
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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