Saturday, November 11, 2017

October 2017 - Low Cost Portfolio Scorecard

Total portfolio grew to $630,254.32 by end October 2017. Return YTD was 7.68%, XIRR YTD was 9.96%, and XIRR since inception was 7.92%. It was a slow month for dividends in October. I injected $12,000 fresh fund to the portfolio and received $673.31 in dividends.

I subscribed to Capitaland Commercial Trust rights issue and managed to get a total of 900 units, including excess.

DateSecurities NameFCYSGD
10-Oct-2017Greggs PLC (GBP)22.06 39.43
12-Oct-2017Heineken Malaysia Bhd (MYR)316.11 100.81
12-Oct-2017Carlsberg Brewery Malaysia Bhd (MYR)86.27 27.51
13-Oct-2017PCCW (HKD)416.95 71.84
13-Oct-2017CNOOC (HKD)707.69 121.93
16-Oct-2017Vanguard FTSE AS (HKD)1,811.64 311.78

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

Monday, November 6, 2017

Recent Sale - Venture Manufacturing

Selling Venture Manufacturing 600 shares @ $21.090.

Recent for selling:
1. Reading news over the weekend that Jeff Bezos was cashing out on his Amazon shares. Insiders selling may indicate short term peak for IT / technology related stock.
2. The recent parabolic run. I’m especially uncomfortable with the gap up since the opening today. It seemed there were many people that became too optimistic with its recent good result announcement.
3. As I worked in IT / technology, I understand it’s a cyclical sector. Many companies are sold with the trendy buzz word around digitalization, public cloud, software defined everything, continuous integration/continuous deployment, and devops. It reminds me in 2000, everyone wants to be a web programmer and work for a dot com startup.