Friday, August 7, 2015

July 2015 - Unit Trust Portfolio Update

The rout in equity market continued in July. Amongst the hardest hit were:

  1. Commodities related sector especially oil and gold.
  2. Countries that had heavy reliance on oil export such as Brazil, Russia, etc.
  3. Gold and oil mining companies.

Taking advantage of the market weaknesses, I added equity allocation during the month of July.

Below were the summary of my transactions in July 2015:
1. Bought
First State Dividend Advantage $6,000.00
FTIF-Templeton Global Fd A(acc) SGD $6,000

2. Sold
United SGD Fund Cl A Acc (SGD) $20,004.61

Weighted annualized return as of July stood at 2.58%, a significant reduction compared to 6.36% return in June. An important factor that supported the portfolio resiliency in July was the bumper dividend received, which amounted to $760.63.

Despite the "so-so" return I should be grateful as I was able to sleep tight during the market rout, while some other investors/traders were having sleepless night, depression, or even committing suicide.

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

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