Goals and Milestones

Milestones and Targets to achieve

Income Portfolio
  • Current Status:  ~SGD 1150 per annum
  • Phase 1: Achieve passive income of SGD 2600 per annum (Target: 2020)
  • Phase 2: Achieve passive income of SGD 6500 per annum (Target: 2022)
  • Phase 3: Achieve passive income of SGD 26000 per annum (Target: 2026)
Deep-value / Growth Portfolio
  • No specific target as a whole; evaluate prospect regularly to decide any changes to target price, sell off on achieving desired target price. This portfolio is meant to grow available funds to pump into income portfolio, barring exceptional circumstances (e.g. stocks in this portfolio somehow becomes a candidate that can be transferred to my income portfolio).
Other Personal Goals
  • Financial Independence; Retire Early (FIRE) by 45
  • Ability to consistently make money through trading
  • Achieve Accredited Investor status

No comments:

Post a Comment