November 2017 - Low Cost Portfolio Scorecard

A very delayed update on the portfolio as I was away for vacation with my family. Having an enjoyable vacation was a privilege and I thank God for His grace. In a week time, I'd be having another portfolio update for December 2017. Geez, how fast time passed!

I was forced to sell one of my best performing stocks: Venture Manufacturing. I thought it was a great company, but the price surged too fast compared to the fundamental. I also felt there was too much optimism in the technology sector at the moment, which I didn't like. I kept Venture Manufacturing for almost 2 years and it brought me a total profit of +157.25% including dividends, so no regret :-). It's performance translated to a CAGR of 67.58%.

The portfolio received a fresh fund injection of $4,000.00. Return YTD was 7.93%, XIRR YTD was 9.32%, and XIRR since inception was 7.66%. I received $581.08 in dividends. Equity allocation was 41.57% and bond/cash was 58.43% as of end November.

Date	Securities Name	FCY	SGD
6-Nov-2017	Malayan Banking Berhad (MYR)	361.31	115.62
14-Nov-2017	British Land Co PLC (GBP)	18.65	33.20
23-Nov-2017	HSBC Holdings Plc (HKD)	616.60	105.99
24-Nov-2017	Starhub	48.00	48.00
28-Nov-2017	SIA Engineering	48.00	48.00
29-Nov-2017	Capitaland Mall Trust	116.76	116.76
29-Nov-2017	First REIT	53.50	53.50
29-Nov-2017	Starhill Global REIT	60.00	60.00

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