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Strategy and Goal
Strategy and Goal
Your portfolio designed to spreads the money into many places, like different countries and types of businesses, so it isn’t all in one basket. This makes it safer, because if one part doesn’t do well, the others can help balance it. Some parts are chosen to grow faster, while others are there to keep things steady.
Your portfolio designed to spreads the money into many places, like different countries and types of businesses, so it isn’t all in one basket. This makes it safer, because if one part doesn’t do well, the others can help balance it. Some parts are chosen to grow faster, while others are there to keep things steady.
The goal is not to get rich quickly, but to let the money grow slowly and strongly over many years. By being patient and not taking too much risk, the portfolio will become bigger and more secure for the future.
The goal is not to get rich quickly, but to let the money grow slowly and strongly over many years. By being patient and not taking too much risk, the portfolio will become bigger and more secure for the future.
Portfolio Performance
Portfolio Performance
Below chart shows your "treasure" growing taller every year! The biggest leap happened in August 2025 when your mom added $10,000 SGD to each of your account, giving your investments a massive "level up." Since then, the companies you own have worked hard to push the line even higher, growing your total by another 10% in just a few months.
How your money grows
How your money grows
🏢 Keppel DC and Mapletree Industrial (REIT) collect rent money
🏭 Money grow when companies like Vanguard S&P 500 and Google grow
🌏 China A ETF fund grows with China’s economy
⚖️ Multi-asset (BGF) fund helps protect and balance your treasure
Common Treasure Chest
Common Treasure Chest
Vanguard S&P 500
Vanguard S&P 500
This is a collection of the 500 biggest companies in the US. Because it has so many different businesses (like Disney, Apple, and McDonald's).
China A ETF
China A ETF
This invests in big, fast-moving companies in China, like those making electric car batteries. It’s like a race car—it can go very fast when the track is clear.
Alphabet (GOOGL)
Alphabet (GOOGL)
This is a leader in AI and the internet. It's built to discover the future, which means its value can jump quickly as it creates new technology.
Multi-Asset (BGF)
Multi-Asset (BGF)
A world treasure chest that holds a little bit of everything. It owns tiny pieces of thousands of companies in many different countries and even "loans" money to them to earn extra rewards.
Quinn Specific Treasure Chest
Quinn Specific Treasure Chest
Viann Specific Treasure Chest
Viann Specific Treasure Chest
Keppel DC REIT
Keppel DC REIT
Owns big buildings full of computers that store the internet, and pays you using the rent from those places.
Mapletree Industrial REIT
Mapletree Industrial REIT
Owns factories, warehouses, and tech buildings, and pays you using the rent from those places.
CME Group
CME Group
A big market where people trade promises about future prices of things (like oil or corn). Part of S&P 500.
ICE
ICE
Runs markets where people buy and sell energy, stocks, and loans, helping money move around the world safely.
Business Collection Pie Chart
Business Collection Pie Chart
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