taylorjr94
New member
Every company prepares some financial statements (as part of regular financial discipline), we should do one for ourselves.
How was 2022 for you?
Let's structure it in terms of broad investment categories, and then in terms of P&L
Example :
A. Equities (Stock Market) (excluding REITS. We'll talk about that under Real Estate)
How did your equities perform? What good buys, what bad buys?
You can further subdivide your performance on local vs foreign shares. Did you dabble in US or SG shares this year?
B. Bond/Debt Instruments/Fixed Deposits/Cash
Any good deals for FD? Managed to special deals? Those in Singapore, did you hop on the SSB craze?
C. Real Estate (excluding primary residences) & REITS
Any big buys, any big sales? How was your property's tenancy? How was the interest rate increase for you?
Any good REIT buys? Exposure to MREITS or SREITS, or HK REITS or US REITS?
D. Alternative investments (Crypto/watches/art)
E. Incomes & Cashflow
In this section we review your incomes, your side hustles, your cashflow. How did you do here? Did you get a promotion, or start a business, or closed it? Did you need to feed or support certain bad investments?
F. Mistakes
Everyone makes mistakes. It's okay to review what we fucked up on.
How was 2022 for you?
Let's structure it in terms of broad investment categories, and then in terms of P&L
Example :
A. Equities (Stock Market) (excluding REITS. We'll talk about that under Real Estate)
How did your equities perform? What good buys, what bad buys?
You can further subdivide your performance on local vs foreign shares. Did you dabble in US or SG shares this year?
B. Bond/Debt Instruments/Fixed Deposits/Cash
Any good deals for FD? Managed to special deals? Those in Singapore, did you hop on the SSB craze?
C. Real Estate (excluding primary residences) & REITS
Any big buys, any big sales? How was your property's tenancy? How was the interest rate increase for you?
Any good REIT buys? Exposure to MREITS or SREITS, or HK REITS or US REITS?
D. Alternative investments (Crypto/watches/art)
E. Incomes & Cashflow
In this section we review your incomes, your side hustles, your cashflow. How did you do here? Did you get a promotion, or start a business, or closed it? Did you need to feed or support certain bad investments?
F. Mistakes
Everyone makes mistakes. It's okay to review what we fucked up on.