The portfolio started with a value of $107k in January and ended in December with a value of $505k. Most of the portfolio growth came from re-investment of proceeds from Unit Trust portfolio liquidation (~$279k) and fresh fund injection ($98k). Net profit was $20K from both capital gain and dividends.
I have 2 buy transactions in December:
- Singtel 1100 shares @ $3.65
- Ascott REIT 3600 shares @ $1.135
I'm grateful that God allows my investment portfolio to exceed the targeted 4% long term return in 2016. I'm also glad that my investment portfolio reached the half million mark for the first time, which was a significant milestone for me.
I wish everyone a Happy and Prosperous 2017!
Link to Yaruzi's low cost portfolio as of December 2017.