Portfolio

Equity Portfolio

Mr Budget’s Equity Portfolio:

Mrs Budget Equity Portfolio:

Updated 3rd May 2021

Net Worth Summary:

Mr BudgetMrs Budget
Cash$45,281.70$19,831.39
CPF$161,176.44$156,416.95
Crypto $504,068.00$449,636.00
Equity$235,896.45$112,121.29
Total$944,923.08$738,005.81
Updated 3rd May 2021

Mr Budget’s Coffee Can Portfolio – 20 strong counters to hold for 5 years

CounterOpen PriceCurrent Price% P&L
NVIDIA$134.80$600.38+345.39%
Alphabet$1,144.47$2,410.12+110.59%
SEA$60.09$252.54+320.27%
Tesla$278.70$709.44+154.55%
PayPal$185.82$262.29+41.15%
Bitcoin$17015$58,000.00+240.88%
Ethereum$650.75$3,158.00+385.29%
Unity$145.02$101.58-29.95%
Palantir$28.13$23.04-18.09%
Ark G$90.89$88.87-2.22%
Binance Coin$92.13$653.00+608.80%
Matic$0.345$0.823+138.55%

Updated 3rd May 2021

Divestment on Coffee Can Portfolio

CounterExit DateP&LHolding Reason
CMT4/1/21+24.96%9 monthsShifting towards crypto
AIT4/1/21+22.74%9 monthsShifting towards crypto
Airbnb8/1/21+5.88%1 monthAverage up on tesla
High entry price
Adobe8/1/21-10.32%4 monthsAverage up on tesla
High entry price
MIT8/2/21+53.59%37 monthsExiting SGX
Amazon11/2/21+3.31%3 monthsRotate into NVIDIA
Rotate into PayPal
Razer12/4/21+80.39%2 yearsShifting towards crypto