In January, I sold Telstra Corporation Limited, making a little profit of 1.57% (CAGR 0.73%) inclusive of dividends after holding for 2 years and 2 months. The reason for selling was to rebalance my portfolio to the telecommunication sector. I also made 2 purchases below.
I contributed a fresh fund of $5,000 and ended up the month with a total portfolio of $885,804.47. Return YTD was 0.05%, XIRR YTD was 0.6%, and XIRR since inception was 4.51%. Equity allocation was 54.65%, and I received total dividends of $1,142 from Singtel.
Link to Yaruzi's low cost portfolio as of January 2020