I was forced to sell one of my best performing stocks: Venture Manufacturing. I thought it was a great company, but the price surged too fast compared to the fundamental. I also felt there was too much optimism in the technology sector at the moment, which I didn't like. I kept Venture Manufacturing for almost 2 years and it brought me a total profit of +157.25% including dividends, so no regret :-). It's performance translated to a CAGR of 67.58%.
The portfolio received a fresh fund injection of $4,000.00. Return YTD was 7.93%, XIRR YTD was 9.32%, and XIRR since inception was 7.66%. I received $581.08 in dividends. Equity allocation was 41.57% and bond/cash was 58.43% as of end November.
Link to Yaruzi's low cost portfolio as of November 2017