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Website: https://firesingapore.com
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Instructions
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1. Make a copy of this sheet and store on your own Google Drive.
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2. Update yellow cells only (on a monthly basis before you buy your funds). Current values are just examples.
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3. Blue cells show the amounts you need to top-up for each fund.
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4. Keep doing this every month.
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Age37
<- Your age.
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Bank Accounts$15,000.00
<- Liquid cash in all bank accounts.
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Emergency Fund$12,000.00
<- To survive 6 months in case of loss of employment.
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Investible Cash$3,000.00
<- Investible lump sum or this month's investible amount.
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AssetTarget AllocationCurrent AllocationInvestedCurrent ValueProfitRebalance AmountsBuy (SGD)Buy (USD)Projected New ValuesProjected Allocation
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SGDUSDSGDUSDSGDPercent
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G3B (Straits Times Index)36.50%n/a$0.00N/A$0.00N/A$0.00n/a$0.00$1,095.00$1,095.0036.50%
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IWDA (MSCI World Index)36.50%n/a$0.00$0.00$0.00$0.00$0.00n/a$0.00$1,095.00$794.00$1,095.0036.50%
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A35 (Singapore Bond Index Fund)27.00%n/a$0.00N/A$0.00N/A$0.00n/a$0.00$810.00$810.0027.00%
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Totals100.00%0.00%$0.00$0.00$0.00n/a$3,000.00$3,000.00100.00%
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