USA and SG Stock portfolio (30 y/o goals)

After a year of working, I made my first investment of $10K into VTI. My portfolio has now grown over the past six years. Below, I share my current progress and future goals for 2 portfolios.

US market ($246K>$500K)

Since graduating, I’ve primarily focused on investing in the U.S. stock market, aiming for capital appreciation due to the 30% dividend withholding tax. Over time, I’ve gradually shifted towards the Singapore stock market, focusing on dividends, broader market investments, and specific sectors.

I haven’t been actively managing this portfolio as much as I’ve been on the fence about how to proceed since stock picking already takes up a significant portion of my overall portfolio.

Meanwhile, I’m working on growing other areas of my investments.

Portfolio goal distribution

IBKR: $500K
Syfe: $50K (fixed)
Singapore: $250K
Endowus: $250K

My goal is to grow my IBKR portfolio to $500K, and I’m considering the best way to achieve that. Right now, U.S. stocks have been rising, with a $43K increase in my portfolio since the election results.

I need to figure out the specific stocks I want to buy and the price to enter.

Investment Priorities:

Avoid a gambling mindset.
Stay invested while maintaining diversification.
Continue to save and invest consistently.
Buying at the dips.

Keepers

VTI
IWDA
MSFT
GOOGL
META
CRM
TSLA
ASHR
JPM
AMZN
AAPL
IBKR

To be considered

EL
BAC
CROX
HUYA
GXC
YUMC
CQQQ
CHIQ

SG market ($86K>$250K)

As I am too heavily invested in the US market, I decided to allocate some funds into Singapore market. What’s on my mind: how much to allocate to capital gains (US market) vs dividend stocks (SG market).

Arbitrary allocation is the goal of 75% growth stocks and 25% dividend stocks.

The amount I put in for the Singapore market has dropped drastically as I had reallocate all the funds away from REITs.

Current allocation for Singapore market