Financial Goals January 2021

Long Term Financial Goal Progress for January 2021

Above is the progress of me reaching my targeted financial goals for January 2021. As you can see from the chart, the total value of my financial assets have grown by 0.35% from December. I am glad that I managed to maintain above 50% from reaching my financial target.

The total value of my financial assets comprised of the following

  • Insurance savings (NTUC RevoSave, Singlife, Dash EasyEarn)
  • Savings accounts (POSB, OCBC, CIMB)
  • Singapore Savings Bonds
  • Current value of my stocks
  • Forex
  • Supplementary Retirement Scheme

Singapore Savings Bonds

In January, I have collected the following interest payout from the Singapore Savings Bonds I have bought every month over the years. The payout is sufficient for a daily cup of coffee throughout the month.

  • July 2018 (GX18070N)
  • January 2019 (GX19010T)
  • January 2020 (GX20010T)
  • July 2019 (GX19070W)

Dividends

I only received dividend payout from Singtel this month. I have rejected the script dividend since I dislike receiving odd lots.

Forex

Forex ROI January 2021

Forex ROI declined slightly from 11.77% to 11.3%.

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