A Path to Forever Financial Freedom

Child Portfolio - "Apr 17 - SG Transactions & Portfolio Update"

Publish date: Sun, 23 Apr 2017, 07:17 PM
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This is a personal blog that keeps journal for my pursue of financial independence by the age of 35.
We celebrated my elder son 3rd birthday during the weekend and thought I'd do my usual annual update on his portfolio on his birthday.



As part of the annual exercise, I'd try to top up his equity position by giving him presents in the form of stock shares, which would help him compound over his years of growing up.

Given that Singtel has been dropping recently, I added 300 shares of Singtel on the belief that it presents decent long term value.

He now owns a total of 2 companies, with ST Engineering still forming the majority of his portfolio.


No.
 Counters
No. of Shares
Market Price (SGD)
Total Value (SGD) based on market price
Allocation %
1.
ST Engineering
3,000
3.79
11,370.00
86.0%
2.
Singtel
500
3.73
  1,865.00
14.0%
Total SGD
13,235.00
100.00%




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