It’s a wrap for 2022 investment!
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Current investment portfolio comprises of 34 vehicles (29 Stocks, 2 ETFs, 3 Cryptos).
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#AAPL #TSLA #GOOG taking the top 3 positions, totalling up to 45% of net portfolio value.
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Top 5 companies adding up to 60% while top 7 companies added up to 70% of total net portfolio value.
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Will continue to be adding more of core portfolio positions and passively diluting those smaller positions to take up even lesser allocation in my portfolio.
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A closer look into 2022 Portfolio.
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Everything is down in double digit red, except for my #AAPL position, which remained to at break even price level.
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Total paper loss up to half of net portfolio value.
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A very blood red year for my investment YTD.
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A full illustration of everything in my investment portfolio 2022.
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#AAPL #TSLA #GOOG #PLTR #SE took up the top five standing position in terms of portfolio value.
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Largest drawdown from 3 of the 5 top positions results in a painful -50% paper loss in equity value for my portfolio.
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Will be building more positions on core and conviction companies thus diluting small positions passively.
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Here’s the game plan for 2023 that is just around the corner.
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Posting here to ensure discipline over my cash flow allocations, sticking with the plan throughout next year.
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A modified 50/30/20 rule of spending, investment and necessities were adopted in coincidences.
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Top conviction companies shown will be getting a larger pie of portfolio allocation in the coming year.
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At the same time, as money supply is tightening with much glooms over recessions, it is important to not only plant seeds for long term positions, but also to have sufficient allocation for short/mid term and emergency use.
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Of course, with investment game plan on one side of the coin, calls for saving game plan on the other hand.
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Disclaimer: this is not paid advertisement, but personal opinion post.
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Here’s my strategy for shorter horizon capital storing strategy.
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(1)
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StashAway Simple & Simple Plus gives attractive interest rates, but expect fluctuations as they are projected values. @stashaway_com
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https://www.stashaway.sg/referrals/zhiyip9r6n
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(2)
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Trust Bank has been my number one go to digital bank this year and will be using that as more liquid means of spending and saving controls. @trustbank.sg
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Earn $10 dollar voucher plus a chance to win Tesla when you sign up for Trust Bank with my referral!
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Referral code: 00BY1BB0
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#InvestmentDiary #Joepong #PortfolioReview

At the end of the day, work and all other open items will come to rest, and life continues.
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Regardless of how portfolio performs or how the market evolves, it is important to align with one’s timeless life guiding principles.
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Stay motivated. Be inspired.
See you in 2023!.
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