Sunday, May 20, 2018

April 2018 - Yaruzi's Portfolio Update

Aside of $8,500 fresh fund contribution to the portfolio, pretty much there wasn't much going on with the portfolio. No new purchases or sales as STI lingered between 3350-3600 and didn't touch the level I preset to take action. So it's mainly a waiting time for me, while collecting dividends. Return YTD was 2.03%, XIRR YTD was 6.4%, and XIRR since inception was 7.3% as of end April.

I received $772.20 in total dividends in April, bringing total dividends YTD to $2,129.85.

DateSecurities NameFCYSGD
02-April-2018Telstra Corporation Limited (AUD)82.54 98.28
02-April-2018BP PLC (GBP)37.42 68.61
03-April-2018BHP Billiton PLC (GBP)70.85 130.52
09-April-2018HSBC Holdings Plc (HKD)1,303.08 217.61
12-April-2018Daimler AG (EUR)82.42 132.89
16-April-2018Vanguard FTSE AS (HKD)150.77 25.09
27-April-2018M199.20 99.20 


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