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  • Calvin Yeo { Hi Patricia, yes I do realize that as I have been really busy!! Will be holding a talk to discuss my portfolio with my ex students tomorrow so will put ... } – Sep 22, 11:05 AM
  • Calvin Yeo { Hi SY, I just double checked, only $155k gets transferred to RA, the rest of your OA and SA will stay as it is. } – Sep 22, 11:04 AM
  • Calvin Yeo { Hi sw, yes that's correct. But it will be at a different rate. See http://mycpf.cp f.gov.sg/Member s/Gen-Info/Con- Rates/ContriRa. htm } – Sep 22, 11:02 AM
  • Patricia { hello Calvin you have stopped updating your investment portfolio for us (readers) to have a peek..now that share prices has gone north, I find it challenging to buy into any ... } – Aug 28, 6:30 AM
  • SY { Let's say in a scenerio as follows: Age: 54 OA: 150K SA: 150K At age 55, OA and SA will close down and 300K will be transferred to RA to ... } – Aug 27, 11:58 AM
  • sw { Hi,if continue working after 55, the monthly cpf contribution will go to OA,MA and SPA . } – Aug 27, 1:42 AM
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Archive for the ‘Budgeting & Portfolio’ Category

Investing For Passive Income Basic Course Singapore 11th Oct 2014 Saturday

Have you been burnt from making bad stock investments? Are you still sitting on loss making investments and don’t know what to do? We know how frustrating this can be, this is why you have to learn how to Invest for Passive Income. Investing from an income perspective will help you to pick investment quality stocks like ...

My Singapore Stock Portfolio April 2014

04.27.2014 · Posted in Budgeting & Portfolio, Singapore

This is an update to my Singapore stock portfolio for April 2014. For previous months, please see My Singapore Stock Portfolio February 2014 My Singapore Stock Portfolio October 2013 My Singapore Stock Portfolio July 2013 Since the last post, prices have been moving up quite steadily in general for most Singapore stocks. Although Vard did pretty ...

Dr Wealth New Features Net Worth Projection, Stock Tracker, Financial Health Assessment

Dr Wealth has been improved dramatically since when it first started and many new features have been added. They include the financial health assessment, net worth projections and stock investments module.  Financial Health Assessment Screen    Stock Tracker Screen     Net Worth Projection Screen Dr Wealth is an online financial planning platform with a ...

My Singapore Stock Portfolio February 2014

This is an update to my Singapore stock portfolio for February 2014. For previous months, please see My Singapore Stock Portfolio October 2013 My Singapore Stock Portfolio July 2013 My Singapore Stock Portfolio May 2013 Now that the Fed has finally begun to taper the QE, there was some slight volatility when they first cut ...

Updates to Dr Wealth Dashboard

Dr Wealth has a newly updated dashboard which reflects information on net worth, financial health and account information. The dashboard serves as a good insight into the user’s current financial planning.   Snapshot of Your Assets, Liabilities and Net Worth Right at the top of the dashboard, you will be able to see your total ...

New Online Financial Planning Platform Project Dr Wealth

Dear all readers, I am going to share with you a very exciting project which I have been working on for the past few months. It is basically a comprehensive online financial planning web platform. Dr Wealth consists of the financial planning tools which we all expect from a good certified financial planner, including insurance, ...

Comments on Financial Advisory Industry Review (FAIR) October 2013

In the latest news, MAS has announced several changes to the financial advisory industry under Financial Advisory Industry Review (FAIR). The aim was to reduce the cost of insurance as well as raise the quality of financial advice. How effective will they be? Firstly, we will look at the announced changes. Among them are 1. ...

Beginner Investment Schemes – Part 1 POSB Invest Saver

In this 3 part series, we will explore 3 of the tools which are available in the market now which allow investors with limited amount of capital to start investing. They are POSB Invest Saver, OCBC Blue Chip Investment Plan and Phillip Share Builder Plan. All of them allows investing from as low as $100 ...

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