Portfolio – February 2020

Portfolio

Stashaway

Global (2019) – 36% Risk

Capital: $9,500
Current: $10,125.18
Dividends: $0

Global (2020) – 36% Risk

Capital: $4,000
Current: $3,625.22
Dividends: $0

Income – 12% Risk

Capital: $6,000
Current: $5,921.39
Dividends: $19.08

Endowus (Cash)

Capital: $2,200
Current: $1,995
Dividends: $0

Autowealth

Capital: $9,500
Current: $9,993
Dividends: $2.21

Overview

Total capital invested: $31,200
Total investment made for 2020: $4,700
Total dividends collected for 2020: $34.43
Average dividends per month for 2020: $2.87

Past Performance

Portfolio – January 2020 – $28,912.03
Portfolio – February 2020 – $31,659.79

Psst. SRS, SSB Savings Bonds and POSB Invest-Savers will be omitted as I’ve not been actively tracking for the past year nor does not intend to add anymore investment to it.

Portfolio – January 2020

Portfolio

Stashaway

Global (2019) – 36% Risk

Capital: $9,000
Current: $10,462.03
Dividends: $132.76

Global (2020) – 36% Risk

Capital: $2,000
Current: $2,008.43
Dividends: $0

Income – 12% Risk

Capital: $4,500
Current: $4,511.57
Dividends: $19.08 (in Feb)

Endowus (Cash)

Funds moved over from MoneyOwl

Capital: $2,000
Current: $1,972
Dividends: $0

Autowealth

Capital: $9,000
Current: $9,958
Dividends: $158.9

Overview

Total capital invested: $26,500
Total investment made for 2020: $7,500
Total dividends collected for 2020: $19.08
Average dividends per month for 2020: $1.59

Past Performance

Portfolio – January 2020 – $28,912.03

Psst. SRS, SSB Savings Bonds and POSB Invest-Savers will be omitted as I’ve not been actively tracking for the past year nor does not intend to add anymore investment to it.