So how did my portfolio develop in May? Did I manage to invest and save as planned despite the bigger than expected house-moving costs?
In May the overall value of my portfolio increased by SGD 1,669 to SGD 61,248. The increase was a result of fresh investments of SGD 2,306 which were slightly offset by an overall decline in portfolio value of SGD 637.
Investment plan well on track:
The good news is that I am well on track with my investment plans for the year and invested even a bit more than originally budgeted year-to-date:
Portfolio allocation is very healthy with picked stocks and high yield bonds making up 5% and 2% respectively of the portfolio.
Overall the portfolio is in line with expectations. It shows that continuous investment and saving pays off.
In July I will have a long holiday – hopefully without breaking the bank!