July Portfolio Update

Current Portfolio

Portfolio 1 (self)

Status: Unhealthy, need to reduce stock percentage

Stock 84.7%

• Sabana
• LippoMaple
• Healthway
• Capitalmall Asia

Investable Cash (exclude emergency fund + daily fund) 15.3%

Portfolio 2 (Joint)

Status: Waiting for good opportunity

Stock 14.6%

• Cache

Investable Cash(exclude emergency fund) 85.4%

Will US default?