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Anonymous

06 Aug 2020

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How do you track your asset allocation if you are using various products (e.g. stashaway, kristal AI, FSM and ILPs)?

Kristal.AI FSMOne Fundsupermart

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YT

06 Aug 2020

You can have an Excel/Google sheet to tabulate the value of the different products that you are using. Then you can update it every month or quarterly to track individual and portfolio performance, and from there decide if any rebalancing or changes are needed.

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Baby Steps Finance

06 Aug 2020

Seedly Student Ambassador 2020 at Seedly

For me, I just track the amount I have deposited based on the statements.

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