Saturday, May 16, 2020

April 2020 - Yaruzi's Portfolio Update

Stock market indexes around the world rebounded in April. US, especially, staged a strong rebound supported by unprecedented money printing by the FED. The fear of losing out and greed fuelled the stock market up, despite many people losing jobs and uncertainties awaiting.

I bought Proshares Ultrashort S&P500 as a hedge. It is a 2xleveraged inverse ETF where it would gain value if S&P 500 lost value. I sold some China Mobile during the rebound to reduce my allocation on it and bought Ping An Insurance. I also bought ST Engineering.

3-Apr-2020Proshares Ultrashort S&P500BuyUSD340.000029.469010,019.46
3-Apr-2020Proshares Ultrashort S&P500BuyUSD340.000029.27999,955.17
8-Apr-2020Proshares Ultrashort S&P500BuyUSD360.000026.09999,395.96
28-Apr-2020Proshares Ultrashort S&P500BuyUSD440.000022.910010,080.40
20-Apr-2020China MobileSellHKD1,500.000060.400090,600.00
20-Apr-2020Ping An InsuranceBuyHKD1,000.000078.650078,650.00
24-Apr-2020ST EngineeringBuySGD3,000.00003.19009,570.00

As usual, I added $5,000 of fresh funds to the portfolio. Return YTD recovered from -11.55% in March to -5.48% in April. XIRR YTD was -15.91% and XIRR since inception recovered to 2.22%. Equity allocation was 79.83% at the end of April. Total dividends received in April was $280.42.

DateSecurities NameFCYSGD
1-Apr-2020Tassal Group Ltd260.77226.48
15-Apr-2020Carlsberg Brewery Malaysia Bhd166.4253.94

Link to Yaruzi's low cost portfolio as of April 2020.


  1. Hi Yaruzi, long time. Hope all is good nowadays and CB has not dampen your spirit.

    Just curious when u invest in USD, do you use exchange rate or u keep a USD bank account?

    1. Hi Rolf,

      It's been a long time and thanks for dropping by. I hope things are fine with you and family. I have a multi currency brokerage account so I can keep USD in the account and settle any purchase in USD. Alternatively I can settle a USD trade in SGD and the brokerage will do the conversion for me.

    2. Things is fine for me n family, added more kid into the family since last time. :-)
      Ok, tks. I have multicurrency acct too. Just curious if worth opening an usd bank acct.

  2. Hi Yaruzi,

    Hope you and your family are well in these times.

    May I ask which broker do you use to trade in foreign stocks like Ping An Insurance?

    Thanks and regards,

    1. Hi BeeT,

      I'm using POEMS for my transactions. It allows me to invest in a number of stock exchange like HKEX, SGX, NYSE, AMEX, LSE, FWB, IDX, etc.

    2. Thanks Yaruzi! Shalom!

      Best regards,

  3. Hi Yaruzi,

    Hope all's well with you and your family!

    I see from your portfolio that you bought shares from Australia, Japan, Indonesia and London Stock exchanges.
    Can i ask how do you find these stocks?
    Do you use any stock screener?



    1. Hi Krishna,

      There were a few less well known companies that I came across through stock screener. I bought small positions if I liked their business and their financials. However most of the stocks I bought was because I'm using their products or services.