Can comment my portfolio?

[Soomp!]

Portfolio & Net Worth Table September 2026​

#	Institution / Asset Category	Sub-Items / Details	Amount (SGD)
1	Eastspring Investments Income	Unit Trust / Income Fund	$5,678.59
2	Standard Chartered (SC)	29,615 STI ETF, 9,630 Sheng Siong, 1,684.80 ESR	$40,929.80
3	POSB	STI ETF	$44,111.09
4	StashAway	Robo-advisory ($19,134.91 STI ETF + $17,069.65 ISAC)	$36,208.56
5	moomoo	$268,387.65 SGD + USD 9,728.22 (~$12,452.12 SGD)	$280,839.77
6	First Sentier Bridge A Div SGD	Unit Trust / Investment	$7,585.17
7	Interactive Brokers (IBKR)	Investment Account on CSPX and SPYL	$44,951.81
Total Net Worth			$460,304.79

 

[Soomp!]

I intend to start to add XUS and to make my total concentration of S&P 500 to be 30 percent in total

This is my first stage.
I need to add around 100K to it.

 

[reddevil0728]

what comment are you looking for? anything specific?

 

[Euqorab]

What is in your Moomoo account? Pure cash or stock holdings?

better to classify according to holdings as primary key and then institution..

 

[Soomp!]

Ticker	Company / Asset Name	Category	Units Held	Est. Price (SGD)	Est. Market Value (SGD)
BBCA	Bank Central Asia SDR (SGX)	Regional Banking	78,600	~$0.85	$66,810.00
AJBU	Keppel DC REIT	REIT (Data Centres)	10,860	~$2.18	$23,674.80
J69U	Frasers Centrepoint Trust	REIT (Retail)	10,000	~$2.30	$23,000.00
OYY	PropNex Ltd	Real Estate Services	11,000	~$1.78	$19,580.00
ME8U	Mapletree Industrial Trust	REIT (Industrial/Data)	10,000	~$1.92	$19,200.00
N2IU	Mapletree Pan Asia Commercial Trust	REIT (Commercial)	10,000	~$1.30	$13,000.00
M44U	Mapletree Logistics Trust	REIT (Logistics)	8,900	~$1.35	$12,015.00
BUOU	Frasers Logistics & Commercial Trust	REIT (Logistics/Office)	10,000	~$1.05	$10,500.00
C52	ComfortDelGro Corp Ltd	Land Transport	6,000	~$1.45	$8,700.00
UD1U	IREIT Global	REIT (Europe Office)	25,000	~$0.30	$7,500.00
C2PU	Parkway Life REIT	REIT (Healthcare)	2,000	~$3.60	$7,200.00
41O	LHN Limited	Real Estate / Co-Living	10,000	~$0.56	$5,600.00
A17U	CapitaLand Ascendas REIT	REIT (Industrial/Tech)	1,500	~$2.70	$4,050.00
QES	China Sunsine Chemical Holdings Ltd	Specialty Chemicals	5,500	~$0.68	$3,740.00
JYEU	Lendlease Global Commercial REIT	REIT (Retail/Office)	5,000	~$0.56	$2,800.00
9A4U	ESR-LOGOS REIT	REIT (Industrial)	1,000	~$2.30	$2,300.00
DHLU	Daiwa House Logistics Trust	REIT (Logistics)	5,000	~$0.40	$2,000.00
CC3	StarHub Ltd	Telecommunications	1,000	~$1.25	$1,250.00
HMN	CapitaLand Ascott Trust	REIT (Hospitality)	1,000	~$0.86	$860.00
1D0	Kimly Ltd	F&B / Coffee Shops	2,000	~$0.32	$640.00
Total					~$235,009.80

 

[Soomp!]

Not so updated but the above is my portfolio a while back on moo moo

I had added some DFiRG into it recently
And it is almost all red because of the concentration in REITs

 

[Soomp!]

what comment are you looking for? anything specific?

I plan to do

30 percent into S&P 500 using the upcoming listed XUS

I not intending to sell any shares or relocate just all from fresh fund.

And for my 70 percent

I intend to do
25 percent - local banks - little exposure to OCBC now
25 percent into reits
25 percent into business trust
25 percent into SDRs

I am using AI to help me balance my portfolio

I'm age 43 this year.

 

[wutawa]

...
I am using AI to help me balance my portfolio
...

your portfolio very big and complicated. maybe can use ai reply for reference but don't rely fully on it.

 

[Soomp!]

AI will tell me to reduce my portfolio in Singapore

your portfolio very big and complicated. maybe can use ai reply for reference but don't rely fully on it.

 

[SpeedingBullet]

wait why is your "SG" portfolio all SG except for the biggest concentration... in an Indo bank.... why not any of the 3 local stooges?

i reckon you're sitting on losses on those cos i know this year indo got rekt

 

[0218crawford]

me got jin simple gauge of pot effectiveness

if the pot can feed u even if u stop working, then its an effective pot or strategy.
if the pot cannot feed u properly if u stop working, then its a work in progress pot.

 

[Soomp!]

me got jin simple gauge of pot effectiveness

if the pot can feed u even if u stop working, then its an effective pot or strategy.
if the pot cannot feed u properly if u stop working, then its a work in progress pot.

Pot still under brewing ....not yet fully able to feast from it yet

 

[Soomp!]

me got jin simple gauge of pot effectiveness

if the pot can feed u even if u stop working, then its an effective pot or strategy.
if the pot cannot feed u properly if u stop working, then its a work in progress pot.

I bought BCA Bank incrementally when it is falling. With this size I am sitting at a lost of 5.3k now after dividend collected

 

[Mecisteus]

wait why is your "SG" portfolio all SG except for the biggest concentration... in an Indo bank.... why not any of the 3 local stooges?

i reckon you're sitting on losses on those cos i know this year indo got rekt

IIRC TS is an Indonesian.

Hence, the local bias preference.

 

[Soomp!]

IIRC TS is an Indonesian.

Hence, the local bias preference.

Haha ! I'm not ! ..
The potential upside of BCA is higher than the local banks trading at all time high

 

[SpeedingBullet]

Haha ! I'm not ! ..
The potential upside of BCA is higher than the local banks trading at all time high

Ummmmm….. look at the total returns of BCA vs the 3 banks so far, it’s night and day

 

[Mecisteus]

Haha ! I'm not ! ..
The potential upside of BCA is higher than the local banks trading at all time high

ok. You had a venture there as per history.

IMO I think you are holding too many stocks.

 

[trave1er]

I counted 20 different stocks in your portfolio. 14 of which are REITS. Since there's such a high concentration in REITs, I'm guessing the intent was for div. yield.

I think 20 stocks is far too many. Guessing you are an long-time investor since you have exactly 1,000 shares/units of your smaller holdings. Also guessing some of these are (sorry if I'm wrong) impulse buys.

Personally I'd cut down the number of stocks to 10 at most, and monitor the performance of those 10 closely. For example from a quick look at their financial metrics, BCA does look like a bargain compared to DBS and OCBC. No idea on whether it is/isn't.

Also good to consider the macro environment. Alot of uncertainty at the moment, but I think it's fair to say that interest rates are on the way up. Won't come down meaningfully until the Middle East situation eases. Which it might not, at least for the next few years.

 

[wutawa]

Portfolio & Net Worth Table September 2026​

#	Institution / Asset Category	Sub-Items / Details	Amount (SGD)
1	Eastspring Investments Income	Unit Trust / Income Fund	$5,678.59
2	Standard Chartered (SC)	29,615 STI ETF, 9,630 Sheng Siong, 1,684.80 ESR	$40,929.80
3	POSB	STI ETF	$44,111.09
4	StashAway	Robo-advisory ($19,134.91 STI ETF + $17,069.65 ISAC)	$36,208.56
5	moomoo	$268,387.65 SGD + USD 9,728.22 (~$12,452.12 SGD)	$280,839.77
6	First Sentier Bridge A Div SGD	Unit Trust / Investment	$7,585.17
7	Interactive Brokers (IBKR)	Investment Account on CSPX and SPYL	$44,951.81
Total Net Worth			$460,304.79

i also hold my investments in different platforms. I have collated them into Google sheets to have a complete view.
for every investment, I record the capital and calc the profit/loss. I create charts and benchmark my portfolio against the index.

 

[Soomp!]

i also hold my investments in different platforms. I have collated them into Google sheets to have a complete view.
for every investment, I record the capital and calc the profit/loss. I create charts and benchmark my portfolio against the index.

Can you share template of your sheets ?..
I am trying to use excel to pull data from Google finance but it does not pull data from SGX