Sunday, 17 November 2024

Taking a moment to appreciate an all time high in my portfolio | Thoughts on Portfolio going into 2025

My investment portfolio has attained all time highs with it reaching 190,000 SGD at the highest point when both Tesla and Bitcoin were at it’s all time high. Currently, it is about 185,000 SGD after some recline but it is still a high that I didn’t expect before 2024 ends. There might still be volatility approaching the end of 2024/start of 2025 but pretty happy with the portfolio performance.

All time high holdings

A lot of people would think that it’s great seeing all time highs with Tesla and Bitcoin but like what Ron Baron said on CNBC, Tesla is at the same price as it was at 2022. So it’s like we just held on without any profit if you did not add on any shares at it’s low although it seems from these 2 weeks that it has gone up significantly.

Bitcoin on the other hand has form all time highs but I have had to hold through it’s lows in 20,000 together with everyone where everyone was so down about crypto and how long crypto winter would last, it is amazing how sentiments can change just with a few events and the growth has been exponential. I also added some Palantir some time back at about $34 so it has been at an all time high propelling my portfolio value. But Palantir is a really small position compared to Tesla and Bitcoin.

Holdings that was not performing

Of course, not every holdings in my portfolio is performing well, in relative to Bitcoin, Ethereum is not performing amazingly as compared to Solana too. I do hold a substantial amount of Ethereum and it has not performed as great compared to Bitcoin and Solana. But I am still holding on, did convert a small portion of it to Bitcoin when Bitcoin was at 69,000. My crypto portfolio consist of Bitcoin, Ethereum and Solana at the moment.

Another one that is not performing as expected is the REITs holdings. I am currently putting money into Syfe REIT which buys into the top 20 REITs in Singapore. It did experience some gains when interest rate was cut, but has fallen since. I don’t really follow REITs news so I don’t know what cause the drop recently, I am still consistently adding a small amount monthly as it is for the long term meaning 10 to 15 years before I off the reinvesting portion and choose to cash out the dividends as needed.

Not life changing money but it helps

Overall, my gains has not been life changing money where I can throw the letter to my boss but it feels great seeing a significant growth. It also does feel that once the portfolio hits 100,000 the growth is more significant. Of course, my portfolio is super volatile with Tesla and Bitcoin being the majority, I do hold QQQ which is a larger proportion but in terms of holdings for my individual stocks, Tesla is the next biggest after QQQ.

It does feel pretty crazy seeing the growth the past few weeks, I have kinda rewarded myself with some good meals and thinking of spending a little more to enjoy on some experiences recently.

Going forward into 2025

Moving forward, I am still adding CSPX and REITs monthly. I will also add occasional positions mainly to Solana and maybe Bitcoin but just looking at it as a whole, I am accumulating cash as well. Not too sure how the world and markets will be as we end 2024 and enter 2025, bullish at the moment but we do not know how long it will last although many are saying that 2025 will be a bullish year too. How has your portfolio been looking?

Affiliate links/Codes:

► Where I store my Cryptocurrencies:
► Ledger: https://shop.ledger.com/?referral_code=980EF358BYAQM (Earn $10 in BTC)
► Where I buy my stocks:
FSMone Referral: P0364886
Tiger Brokers
Interactive Brokers (Open an account today and start earning up to $1000 of IBKR Stock for free!*Terms and Conditions apply)
►Syfe Trade Referral Code: SRPSL8MGX
►Syfe Wealth Referral Link: SRPSL8MGXE    

19 comments:

  1. "Congrats on reaching an all-time high! Tesla and Bitcoin really seem to be the MVPs in your portfolio."
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  2. It’s amazing how Bitcoin bounced back from those low points! Holding through those times really paid off."
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  3. "I totally relate to your Ethereum situation. I’ve been holding a good amount, but Bitcoin and Solana keep outperforming."
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  4. "Your patience with REITs is inspiring. Long-term investing really is a game of resilience!"
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  5. "It’s great to see someone balancing both crypto and traditional assets like REITs. You’re covering all bases!"
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  6. "Seeing growth in a portfolio is rewarding, but I love how you mention it’s not 'life-changing money' yet. Keeping grounded is key!"
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  7. "Adding cash is a smart move, especially as markets are always uncertain. It’s great to have flexibility!"
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  8. "Tesla has been a rollercoaster over the years. Holding on must feel rewarding now!"
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  9. "A nice meal and some experiences sound like the perfect reward for hitting your goals. Congrats!"
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  10. "Crypto is such a wild ride – the fact that you held through the lows of Bitcoin is impressive!"
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  11. "Syfe REIT seems like a good way to go for a diversified REIT portfolio. How long have you been with them
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  12. "Your portfolio sounds balanced, even with the high volatility. Holding QQQ as a stable base is a solid choice."
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  13. "I agree that after the first $100k, the growth really becomes more noticeable! It’s a huge milestone."
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  14. "I can relate to REITs lagging behind. They’re not exciting but great for the long haul.
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  15. "The Palantir position is a nice touch! Even if it’s small, those gains still add up."
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  16. "I’ve been thinking about adding Solana too, it’s been doing well compared to other cryptos."
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  17. "2025 does seem like it’ll be bullish, but as you said, who knows? Accumulating cash is a safe move!"
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  18. Thanks for this! I didn’t realize there was a limit on open Operation Sets per user.
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