August Portfolio Update + September promotion for moomoo powered by FUTU SG

Here's an update on the portfolio's performance.


YTD Performance

Passive Portfolio: +5.62%

Vanguard 500 Index: +21.47%


(Source: Portfolio Visualizer)


The massacre in China market continues in the month of August and results in a drag on my portfolio's performance in the month of August. Globally wise, the rest of the markets are still in pretty good shapes- especially the US market. This year is turning out to be especially exceptional for the US market as the Vanguard 500 index already records a +21% growth YTD. If this trend continues, I won't be surprised if we have +25% growth by end of the year.


Historically, the month of September hasn't always been a good month for the US market so let's see if this phenomenal growth in the US market finally sees a dent in September. While the intention of creating this passive portfolio is to beat the US market, I will think that a longer duration will likely be needed. So for readers who are following this blog, you will likely not see this portfolio outperforming the US market by this year but I will think that we should be seeing higher figures than +5% by end of the year barring any catastrophic drop in the equities market.



(Source: Portfolio Visualizer)


The monthly breakdown further shows that this year has been especially good for the US market so far with no loss period except for the month of January. From February onwards, the US market has been on an absolute tear. Not too much movement is seen in my portfolio in the month of August as the gains in other components of my portfolio has been negated by the continued drop in the China market (which now seems to be having some form of recovery).


Besides the passive portfolio, I am also working on an actively managed portfolio. You may read more about it here. It is still a work in progress for now as I fine tune some parameters as I allow it to run for a longer course. If you are interested to know more about it and its' performance, do check out my Patreon page


September Promotion for moomoo powered by FUTU SG is here!

If you have missed out on the previous promotions to get the free Apple shares, this is definitely for you! Don't miss out this promotion again!


Right now, this promotion is valid till 2 October 19:59 hrs SGT and limited to 15,000 redemptions only. Below are the details on what you need to do to qualify for this Apple share.


Deposit and Trade Rewards (Limited redemptions of 15,000 shares only! )

- 1 Free Apple (AAPL) share worth around SGD 200* for the First Deposit of ≥ SGD 2,700 , USD 2,000 or HKD 16,000 & Trade 5 times on any market and any product


Besides the Apple share, moomoo powered by FUTU SG has many other perks like what you see below.


Register for a moomoo ID

- 180 days unlimited commission-free trading for the US, HK & SG stock market


Successfully open a FUTU SG Securities Account

- (i) Free access to Lvl 2 Market Data for the US stock market

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- (iii) Free access to Lvl 1 Market Data for China A Shares market data


Having signed up for moomoo powered by FUTU SG myself personally, the process to get all these perks are hassle-free and I'll strongly encourage anyone who have not signed up to do so now with their limited offer on the Apple share.


Full terms and conditions: https://support.futusg.com/topic128


To sign up for a FUTU SG Securities account, please use this link.


I also do share some useful content or articles I have read in my Telegram channel. Do join the channel if you are interested.

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