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

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