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Tag: year end note

2020 Year End Note From Mr and Mrs Budget

On December 24, 2020December 24, 2020 By Mr BudgetIn Financial Goals, Numbers Crunching, Random Thoughts2 Comments

As the year come to a close, its time for us to do our annual reconciliation and look at how we did financially this year, and then chart down some actionables for us for the new year. The new year is just next week! Mr Budget's Net Worth Grew 89% From 2019 For Mr Budget, …

Continue reading 2020 Year End Note From Mr and Mrs Budget

Year End Note From Mr and Mrs Budget

On December 23, 2019 By Mr BudgetIn Random Thoughts4 Comments

The year is coming to a close soon and Mr and Mrs Budget will be busy attending to our year end catch ups as well as our upcoming wedding. As such, there won’t be any much articles and updates coming for the next 2 weeks.  As per our annual habit, we do our annual reconciliation …

Continue reading Year End Note From Mr and Mrs Budget

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Categories

  • Financial Goals (29)
  • Investment (26)
  • Living Expenses (22)
  • Living Together (1)
  • Numbers Crunching (8)
  • Random Thoughts (57)
  • Stock Thoughts (3)
  • Syfe (11)
  • Tools (2)

2021 Goal

Liquid Net Worth Target Current
(11/1/21)
Mr Budget S$536,000 S$450,000
Mrs Budget S$356,000 S$286,000
Joint Net

Worth

S$1,200,000 S$1,000,000

 

Portfolio Composition

As of 11/1/2021

Portfolio Mr Budget Mrs Budget
SG Portfolio $36,494.75 $23,280.00
US Portfolio $273,152.76 $140,427.63

 

Emergency Fund / Syfe

As of 9/11/2020

Total Invested: S$24,242.13
Portfolio Value:
S$26,792.05
Date First Invested: Dec 2019
Simple Return: 10.52%

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