Equity allocation was at 34.59% with the rest in short term bonds and cash. My allocation rule will need me to increase equity holdings to 40% at the current market level. This mean I will have some room to add to my equity holdings. I've been busy at work to deliver a very aggressive goals, while trying to keep up with a number of new technology as a lot of companies invest heavily in automation to build their digital capability. Time is scarce for me to spend on researching candidates for new purchase.
I received dividends of $758.44 in July, which brought total dividends YTD to $5,152.22.
Link to Yaruzi's low cost portfolio as of July 2018