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nicola paterno

2d ago

∙

General Investing

Goal: Long term investment and income generation Timeframe: 10 to 20 years

Investment Plan Details

Dollar Cost Averaging Strategy:
- VUG (SGD 600/month)
- VWRA (SGD 500/month)
- SCHD (SGD 300/month)
- VYM (SGD 200/month) - International Dividend Stocks
Lump Sum Investments:
- MSTY (SGD 8,000)
- JPEQ (SGD 8,000)
Growth Stocks:
- NVDA (SGD 250/month)
- GOOGL (SGD 250/month)
- AMZN (SGD 150/month)

Allocation

Growth: VUG, NVDA, GOOGL, AMZN (45%)
Global Stocks: VWRA (30%)
Dividend Stocks and Monthly Distributions: SCHD, VYM, MSTY, JPEQ (25%)

8

Discussion (8)

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Florian Vidal

1d ago

Depending on your broker you could look into UCITS variant of those ETF to reduce dividend tax on the US side. For IB for example you can search with ISIN (you can search on justetf) and choose UK stock exchange (London/Ireland).

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Ellena

1d ago

Your financial plan looks comprehensive! Nice👍

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Financelearner

2d ago

Your investment plan looks solid, with a good balance between growth, global exposure, and income ge...

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