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Financial Literacy

The key to financial wellness starts by focusing on the essentials to the exclusion of all else.


When you break big words like financial independence or investing into bite-size crumbs, the journey becomes less arduous and more palatable.

Core Portfolio

Core component for stability

  1. Vanguard S&P 500 ETF (VOO)

  2. Vanguard Total World ETF (VT)

  3. Fullerton WiseIncome

Satellite Portfolio

Satellite component for returns

  1. OGIG ETF

  2. Disney

  3. SYFE REITs+

  4. CapitaLand

  5. BABA

  6. HST

  7. Apple

  8. ICLN

  9. Vicom

PLAY

Disruptors for multi-baggers

  1. ARKK

  2. ARKW

  3. ARKX

  4. Bitcoin

  5. SATs

  6. Pfizer

Investing Philosophy: List

Portfolios

2021

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Investing Philosophy: Image

Crumbs Files

Core

60%

Satellite

30%

Play

10%

Investing Philosophy: Files
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