Portfolio

Equity Portfolio

Mr Budget’s Equity Portfolio:

Mrs Budget Equity Portfolio:

Net Worth Summary:

Mr BudgetMrs Budget
Cash$52,733.36$29,924.46
CPF$156,590.17$158,304.98
Crypto $147,335.43$115,049.71
Equity$265,686.94$145,850.69
Total$640,514.14$483,439.23
Updated 1st March 2021

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

CounterOpen PriceCurrent Price% P&L
NVIDIA$134.80$553.67+310.73%
Alphabet$1,144.47$2,081.51+81.88%
SEA$60.09$248.51+313.56%
Tesla$278.70$718.43+157.78%
PayPal$185.82$273.63+94.70%
Bitcoin$17015$49,077.00+188.44%
Ethereum$650.75$1,560.61+139.82%
Razer$1.53$2.58+68.63%
Unity$145.02$108.53-25.16%
Palantir$28.13$24.81-11.80%
Ark G$90.89$97.79+7.59%
Binance Coin$92.13$251.66+173.17%
Polkadot$30.50$36.06+18.23%

Updated 2nd March 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