Portfolio Advice: I feel like it's a mess and don't know how to improve on it. Feel free to suggest! I am also trying to achieve LEAN FIRE with my portfolio but don't think I am doing the best by so
Roboadvisors: $165K
SYFE Portfolio:
-> REITS+ = $130K (DCA 6K every month)
-> Equity 100 = $8K
-> Disruptive Tech = $15K
Auto Wealth Portfolio (20% bond, 80% equity) = $12K
Endowus CPF Investment: $30K
Stocks: (Individual Picking) (Most of them taking a loss)
SG Market: $30K ~
US Market: 20K ~
ILPS: $50K
Others:
Singlife: $10K
Forex Copytrading: $80K
Crypto: $6K
Available Cash: $150K Plans to put in Income fund
My ultimate goal is lean FIRE, which I would hope to generate at least 3K - 4K a month of monthly dividends ( at the moment is reaching, due to the forex trading), but I would like to make sure this portfolio is in order.
Appreciate any suggestions and thank very much in advance.
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With so many type of investment already. I will focus on fixed income that give predictable payout monthly.
So far, i think the below is the best monthly dividend paying UT. Which give a fixed dpu of 0.06, 7%+ p.a. dividend payout, Total return for past 5years ~10%, so there is still a little bit of growth. If you find any other great monthly dividend UT, pls share.
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Personally i think you may be trying too much avenue , from the look of it you seems to prefer a dividend approach , perhaps u can just do a focused equity and divdend approach and less stock picking if you are bad at choosing companies .