EK SG PORTFOLIO
Last Updated: DEC 2021
HOW I GOT STARTED IN MY INVESTING JOURNEY?
It all started from this book “Rich Dad Poor Dad” by Robert Kiyosaki which was strongly recommended to me by my elder brother in around 2010. Back then I was a full time student in NTU with all the unfinished hectic tutorials and lectures to follow-up thus the effort and motivation level for the book was generally low. I took almost 6 months to complete the book (haha).
WHEN DID I START INVESTING AND HOW DO I LEARN IT?
I started trading in year 2010 with Technical Analysis aka TA. It was totally not fruitful and in fact I lost a fair bit of my saving. Later on, I learned about Value Investing i.e. Fundamental Analysis AKA FA and since then I had been practicing FA till today. Basically I went through 2 paid course from Asia Charts and BigFatPulse (now Dr Wealth) and alot of self learning via YouTube content and reading.
WHAT IS MY ULTIMATE GOAL?
My goal is to achieve financial freedom, retire young, travel & explore the world, being able to give the best to my parent & family, support & spread Buddhism, giving back to society such as donation or volunteer work , enjoy life and live life to the fullest (well, we only live once) and of course staying fit & healthy (what is wealth without health?).
WHO DO I MODEL?
I started modelling Robert Kiyosaki in my early days, then I changed path to Warren Buffett's way of value investing.
For Singapore context, I follows Sean Seah, Chua I-Min, Adam Khoo and Chicken Genius.
Hope to see them (in person) in Singapore.
SO WHAT DO I INVEST IN?
I got excited and inspired by Chua I-Min's ways of creating system to build wealth.
I strongly urge everyone to attend Chua I-Min's preview on Creating Wealth Accumulation System if you haven't already.
So below is my personnel Wealth Accumulation System,
1. CPF (Growing my SA Account)
2. Insurance (I have Endowment Plan, Wholelife Policies and PRULINK)
3. Regular Saving Plan (RSP) which consist of Unit Trusts and ETFs
4. Stock (mainly SG REIT/Trust and Company, I do have some US shares in my portfolio as well)
5. Cryptocurrency (including Staking)
6. NFTs
7. Property (Currently I only own 1x flat)
Below is my detail stock portfolio (under pointer 4) that I currently hold.
(Disclaimer: for sharing purposes only, not a recommendation to buy or follow)
REIT & Business Trust
COMPANY
OVERSEAS MARKET
Fortune REIT (HKEX) |
---|
8I Holdings (ASX) |
END NOTE & ADVICE
Investing (in any kind of market) is not a “get rich quick" place. This mindset has to be correct and understood. In layman term, you cant expect to plant a seed today and expect the seed to grow into a big tree overnight.
My advice for all the newcomer is everything has to start from somewhere. Things will not move by itself without any action. It is the action we take that makes the different. DO NOT adopt a "wait for tomorrow mindset". If you have a dream/vision or something that you want to do for the longest time, start off by doing something today! Do remember time is not infinite !
Towards success,
Eric Khoo