Investment Portfolio

I currently manage an AUM of 300k+ with funds from family & friends which are split into 3 accounts

Last updated: 26-Aug-2015

Family Retirement Account

Description: Ensuring my parents have a nest egg to retire on

AUM: 160k

Mandate: Blue chips + bonds

Performance: +2% above the STI

Equity Valuation Account

Description: Invests in undervalued equities using a proprietary equity screen

AUM: 100k

Mandate: Undervalued equities in Singapore, US, HK

Performance: +14%

Structured Account

Description: Funded by debt and invests in bonds, reits, pref shares to capture the spread

AUM: 70k

Mandate: Bonds, Reits, preference shares

Performance: +2%