| A | B | C | D | E | F | G | H | I | J | K | L | M | N | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Website: https://firesingapore.com | |||||||||||||
2 | Instructions | |||||||||||||
3 | 1. Make a copy of this sheet and store on your own Google Drive. | |||||||||||||
4 | 2. Update yellow cells only (on a monthly basis before you buy your funds). Current values are just examples. | |||||||||||||
5 | 3. Blue cells show the amounts you need to top-up for each fund. | |||||||||||||
6 | 4. Keep doing this every month. | |||||||||||||
7 | ||||||||||||||
8 | Age | 37 | <- Your age. | |||||||||||
9 | Bank Accounts | $15,000.00 | <- Liquid cash in all bank accounts. | |||||||||||
10 | Emergency Fund | $12,000.00 | <- To survive 6 months in case of loss of unemployment. | |||||||||||
11 | Investible Cash | $3,000.00 | <- Investible lump sum or this month's investible amount. | |||||||||||
12 | ||||||||||||||
13 | Asset | Target Allocation | Current Allocation | Invested | Current Value | Profit | Rebalance Amounts | Buy (SGD) | Buy (USD) | Projected New Values | Projected Allocation | |||
14 | SGD | USD | SGD | USD | SGD | Percent | ||||||||
15 | G3B (Straits Times Index) | 36.50% | n/a | $0.00 | N/A | $0.00 | N/A | $0.00 | n/a | $0.00 | $1,095.00 | $1,095.00 | 36.50% | |
16 | IWDA (MSCI World Index) | 36.50% | n/a | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | n/a | $0.00 | $1,095.00 | $860.00 | $1,095.00 | 36.50% |
17 | A35 (Singapore Bond Index Fund) | 27.00% | n/a | $0.00 | N/A | $0.00 | N/A | $0.00 | n/a | $0.00 | $810.00 | $810.00 | 27.00% | |
18 | Totals | 100.00% | 0.00% | $0.00 | $0.00 | $0.00 | n/a | $3,000.00 | $3,000.00 | 100.00% | ||||