Monday, February 10, 2020

January 2020 - Yaruzi's Portfolio Update

I received a sad news from a close family friend in January, two weeks before Chinese New Year. Our dear friends lost their beloved and only son due to sickness. While I believe wholeheartedly that their son is in a better place now with the loving Lord, I knew it wouldn't be easy to both parents. It'd been a roller coaster for the family as their son went through a few cycle of getting better and worse during the treatment. As friends, my wife and I could only offer our sincere prayer and support during their difficult time. We prayed that our dear friends would continue to receive strength to keep their faith.

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.

DateSecuritiesActionCurrencyQuantityPriceTotal
13-Jan-2020Ace Hardware Indonesia TbkBuyIDR62,000.00001,465.000090,830,000.00
24-Jan-2020SATSBuySGD2,000.00004.84009,680.00

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.

DateSecurities NameFCYSGD
10-Jan-2020Singtel1,142.40 1,142.40



Link to Yaruzi's low cost portfolio as of January 2020

5 comments:

  1. Hi,

    I stumbleupon your blog from thefinance.sg and your spreadsheet looks nice. Is this possible to get a copy of spreadsheet, as I would rather difficult to summarize my investment portfolio.

    Anyway, thank you for your share, it's quite inspiring to me...

    ReplyDelete
    Replies
    1. Hi Vavai, here you go
      https://docs.google.com/spreadsheets/d/1he3c-YtiM5HevxYM4BThGPihqnNbK5xoL3dw6T27Oxs/edit?usp=sharing

      Delete
  2. Take care bro. God's peace be with your friend's family.

    ReplyDelete
    Replies
    1. Hi UN, it's been a long time.
      Thank you and likewise I wish God's love is always be with you.

      Delete