Goal 1,000,000 24,000,000,000 24,000

25,200
Categories Amount Interest
Spending 200,000,000
Personal growth 500,000,000
Health insurance 60,000,000
Total 760,000,000
Invesment 23,240,000,000
Savings account 2,500,000,000 79,000,000 11
Real estate 12,120,000,000 966,000,000 52
Building 3,000,000,000 24,000,000 13
Mutual fund 1,500,000,000 209,644,650 6
Stock 713,735,000 101,520,000 3
Gold 1,008,000,000 129,000,000 4
Forex 2,400,000,000 120,000,000 10
23,241,735,000 1,629,164,650 100
Total 24,001,735,000
Left -1,735,000
Mutual fund
1,500,000,000
2.50% 1,537,500,000
5.70% 1,625,137,500
5.20% 1,709,644,650
209,644,650

Stock Total investment Number of stocks 02/01/2024

MBB 37,700,000 2,000 18,850
TCB 32,100,000 1,000 32,100
ACB 24,450,000 1,000 24,450
MBS 22,500,000 1,000 22,500
SSI 32,500,000 1,000 32,500
DGC 46,900,000 500 93,800
LHC 36,750,000 700 52,500
CTD 67,700,000 1,000 67,700
HPG 27,450,000 1,000 27,450
BVH 39,600,000 1,000 39,600
FPT 67,130,000 700 95,900
CMG 44,100,000 1,000 44,100
VGI 51,600,000 2,000 25,800
PNJ 60,200,000 700 86,000
MSN 47,880,000 700 68,400
VTP 58,300,000 1,000 58,300
POW 16,875,000 1,500 11,250
HSG 22,150,000 1,000 22,150
713,735,000
 2400000000
2520000000

17/4/2023 Account for (%) Capital gains/losses

23,100 3.77 8,500,000
44,850 3.21 12,750,000
26,750 2.45 2,300,000
27,000 2.25 4,500,000
34,400 3.25 1,900,000
111,000 4.69 8,600,000
47,500 3.68 (3,500,000)
64,000 6.77 (3,700,000)
26,400 2.74 (1,050,000)
38,600 3.96 (1,000,000)
105,100 6.71 6,440,000
45,000 4.41 900,000
51,800 5.16 52,000,000
92,500 6.02 4,550,000
66,800 4.79 (1,120,000)
68,200 5.83 9,900,000
10,950 1.69 (450,000)
20,000 2.22 (2,150,000)
101,520,000