Thursday, April 13, 2017

March 2017 - Low Cost Portfolio Scorecard

My low cost portfolio continued to do well in March 2017. Return YTD as end of March was 2.15%, XIRR YTD was 9.13%, and XIRR since inception was 6.29%. Total dividends received in March was $434.92:
  • $274.34 from Capitaland Retail China Trust
  • GBP 34.16 from Royal Dutch Shell PLC-B
  • GBP 58.67 from BHP Billiton PLC
The month of March was also the month of rights issue. I applied for a total of 2100 rights (1,044 rights and 1,056 excess) from Ascott Residence Trust, and I was granted 1,900 rights at $0.919 per unit. I also applied for the rights issued by Deutsche Bank and received 80 units at EUR 11.65 per unit.

In term of portfolio component stock performance, Global Logistic was the star performer based on CAGR calculation (+101.10%), and Chow Tai Fook from total return perspective (+65.14%). BT Group PLC was the bottom performer from both CAGR (-33.62%)  and total return (-21.39%).



Link to Yaruzi's low cost portfolio as of March 2017

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