Sunday, April 12, 2015

Starting My Second Portfolio

After reading Andrew Hallam's Millionaire Teacher, I had been intended to create a second portfolio consisting of low cost index fund and dividend stocks.

So I started the second portfolio by injecting a fresh fund of $60,000.00 on 1st April 2015.

I bought 2900 units of STI ETF @ $3.45, but couldn't find any decent bond ETF to form a balanced portfolio. So for the lack of bond ETF, I bought United SGD Fund for the time being. I thought Singapore Saving bond might be a good alternative, when it became available in the near future.

I also bought some USD during the recent pullback, as I intended to buy some ETF denominated in USD.

Saturday, April 4, 2015

March 2015 - Unit Trust Portfolio Update

Total profit YTD as of end March 2015 was down by $1,858.96 from February peak of $8,734.11 to $6,875.15, which translated to 10.48% annualized weighted return.

March was quiet and I had no transactions, except reinvesting cash dividend received from Jan to March 201, which amounted to $775.46. As I mentioned in my previous email, I'll be channeling fresh fund to build a low cost index portfolio. More on my second portfolio of low cost index in my next post.



Link to Yaruzi's unit trust portfolio allocation as of March 2015