Financial Goals March 2021

Long Term Financial Goal Progress for March 2021

Above is the progress of me reaching my targeted financial goals for March 2021. As you can see from the chart, the total value of my financial assets have increased by 1.8% from February.

The total value of my financial assets comprised of the following

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

I have withdrawn my interest returns from my Singlife account and used it to top up my Dash PET account. This is because any amount above S$10,000 only earns 1.0% p.a. return while Dash PET earns me 1.7% p.a. for the first S$10,000.

Singapore Savings Bonds

In March, 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.

  • March 2020 (GX20030Z)
  • September 2019 (GX19090H)
  • March 2019 (GX19030Z)
  • September 2018 (GX18090T)
  • September 2017 (GX17090X)

Dividends

I have collected the dividends payout from OUE Commercial REIT and Capitaland Integrated Commercial Trust. The payout goes into my CIMB Bank Savings Account.

Forex

Returns from Forex jumps back in March after a lousy February. Return On Investment was 14.6%.

SamTrade Monthly ROI March 2021

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