[NEW] ETF DCA Project 2022/01

*Due to some cashflow issue, I haven't started investing in VTI. I will invest in VTI as soon as I get my side hustle paycheck.

Monthly Investment Summary 2021/Jan

Hi guys! Even though the market is getting higher and higher, I have stayed investing last month.

Yet, I didn't buy all the tickers I plan to buy. I will wait a little bit longer and see what will happen next.

Monthly Investment Summary 2020/December

Hi, guys and gals! I would like to restart an old series of my blog. I will post my investment records every month.

My portfolio is consisted of 70% stocks, 5% REITs, 20% bonds, 5% gold and crypto. Most part of the stocks have been and will be bought in ETFs with some individual stocks. REITs are in the form of VNQ. Bonds include VGLT, VGIT and VCIT. Gold are in IAU while I will continue to buy ETH and BTC for the crypto part. 

As on 5/1/2021, my portfolio is worth ~240k. I will continue add my saving in this portfolio and let's see what will happen after one year.

Monthly Investment Plan - US stocks 10/10/2020

 

After some deep thoughts and back test, here is my finalised strategy: I will continue to contribute some ETFs such as VOO, QQQ, VXUS, VWO, VGIT, VGLT, ARKK and ARKW. Meanwhile, I will buy V and MA every month. Besides, I will buy AMZN every 6 months. As for the other stocks such as TTD and DIS, I will buy a few shares and hold at least 5 years. In short, my plan is to buy and hold index ETFs with a handful of individual stocks.

TOTAL: $11284.09

Monthly Investment Plan - HK stocks 7/9/2020

 

I will stop contributing 435 and 3140. For 435, it is because the future of HK is very uncertain. I do not want to bet on it. For 3140, it is because Vanguard will quit the HK market, which is a surprise for me. I sold some of it because of the same reason. The money will be invested to VOO on a monthly basis.