Friday, July 17, 2015

June 2015 - Low Cost Portfolio Update

The market continued selling off in June. I sat tight and watching closely for buying opportunity. I added another $3,000 in June into the portfolio. I also sold some United SGD Fund Cl A (Dis), in preparation to purchase more equity ETF.

My low cost portfolio YTD was down 1.91% on weighted annualized basis. Of course, this drop was pale compared to the drop in major equity indexes around the world, especially the China SSE index.

Link to Yaruzi's low cost portfolio as of June 2015

Friday, July 10, 2015

June 2015 - Unit Trust Portfolio Update

Equity market corrected further in June as I forecast-ed in my May update. I continued to re-allocate my portfolio by adding more into equity funds. Weighted return as of June 2015 was 6.36%.

Below were the summary of my transactions in June 2015:
1. Bought
Fidelity China Focus A SGD $2000.00
First State Dividend Advantage $12,500.00

2. Sold
United SGD Fund Cl A Acc (SGD) $13,953..58

Link to Yaruzi's unit trust portfolio allocation as of June 2015

Thursday, July 2, 2015

May 2015 - Low Cost Portfolio Update

I was swamped with work and had difficulties finding time to update the blog.

In May, I added another $3,000 into my low cost portfolio. Total investment made YTD into the low cost portfolio was $66,000. I also took the opportunity of weaker USD & HKD in early May to buy the currency, because I plan to buy the following ETF:
1. Vanguard FTSE Asia ex Japan High Dividend Yield Index ETF (HKD denominated, listed in HKSE, code: 3085 HK)
2. iShares Core MSCI World UCITS ETF (USD denominated, listed in LSE, code: IWDA LN)

To diversify the time of purchase, I decided to buy the ETF with the lower PE ratio first, which was the Vanguard ETF (3085 HK). I kept the USD cash ready to purchase the iShares ETF (IWDA LN).

The portfolio value was actually down slightly due to market sell off in end May. However, when converted to SGD, there was forex gain as USD and HKD actually strengthened during market sell off.

Link to Yaruzi's low cost portfolio as of May 2015