Sunday, June 4, 2017

May 2017 - Low Cost Portfolio Scorecard

It's been five month since my last equity purchase. For the past five months, I was just sitting tight and collecting dividends as the market continued to go up. May was a bumper dividends month for me, as I received a total dividends of $1,494.91:

  • GBP 18.10 from British Land Co Plc
  • EUR 66.28 from Bayer Motoren WK
  • MYR 474.33 from Heineken Malaysia Bhd
  • MYR 596.17 from Carlsberg Brewery Malaysia Bhd
  • JPY 9,215 from Toyota Motor Corp
  • GBP 46.69 from Greggs PLC
  • EUR 32.89 from Deutsche Bank
  • $108 from Starhub
  • $108 from Keppel Corp
  • $60 from Sembcorp Industries
  • $53.50 from First REIT
  • $300 from Venture
  • $114.66 from Capitaland Mall Trust
  • $59 from Starhill Global REIT


I also contributed $4,000 worth of fresh fund into the portfolio. Total portfolio value as of 31st May was $579,961.02. Return YTD was 4.07%, XIRR YTD was 10.73%, and XIRR since inception was 7.36%. Equity vs bond/cash allocation was 45.08% vs 54.92%.



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