January 2015: monthly update

January is already over and despite booking an expensive trip to China for Chinese New Year I have managed to stick to my investment plan and blow past my target for January. Read on for more details.

In January I invested a total of SGD 2,358, significantly exceeding my target of SGD 1,800. The total value of my portfolio increased by SGD 3,803 to SGD 43,405. This was rather surprising as I spent a lot of money on various trips and other things.

2015-01-yearly-investment-vs-target

 

Portfolio allocation

2015-01-portfolio-allocation-vs-targetI am little bit too low on bonds and have to buy some bonds next month to re-balance.

Overall portfolio performance is solid:

2015-01-portfolio-value-vs-target

 

 

 

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