Sunday, April 15, 2018

March 2018 - Yaruzi's Portfolio Update

STI was fluctuating around the 3500 mark, but it didn't break below 3250 or above 3750 for me to rebalance my portfolio. Equity allocation was 35.16% and bond/cash allocation was 64.84%. Portfolio value dropped to $652,765.81. Return YTD was 0.35%, XIRR YTD was 1.44%, and XIRR since inception was 6.62% by end March 2018. I received total dividends of $183.14.

DateSecurities NameFCYSGD
28-Mar-2018Royal Dutch Shell PLC-B (GBP)29.94 55.29
29-Mar-2018BHP Billiton PLC (GBP)97.94 127.85

It was rather boring for the portfolio, but an exciting month in my workplace. Work was hectic, and I didn't manage to inject my monthly contribution in time. March was the month for bonus payment, and I received a very good bonus for which I was very grateful.

Link to Yaruzi's low cost portfolio as of March 2018