Monday, February 13, 2017

January 2017 - Low Cost Portfolio ScoreCard

I had been super busy with work and didn't really have the time to update my portfolio. From the way this year started, it seemed I would have less time to blog this year.

January 2017 started with a bang. My portfolio grew by a decent SGD 7,379.14 including dividend. Return YTD was 1.46%, XIRR YTD 18.61%, and XIRR since inception at 6.68%. Will the portfolio grow in this rate for the remaining of the year? I doubt it will.

I received dividends of:
  • SGD 95.20 from Singtel
  • HKD 309.96 from Vanguard FTSE AS High Dividend
I have no transactions in January and I may be looking at selling some if market continues to go up. Portfolio allocation was 47.92% equity vs 51.28% bond/cash.



Link to Yaruzi's low cost portfolio as of January 2017