It's been 7 months since the start of year and my portfolio has remained flat throughout. I injected $4,000.00 fresh fund into the portfolio and total portfolio value was $676,150.53 as of end July. Return YTD was 0.77%, XIRR YTD was at 1.36% and XIRR since inception was at 5.73%.
Equity allocation was at 34.59% with the rest in short term bonds and cash. My allocation rule will need me to increase equity holdings to 40% at the current market level. This mean I will have some room to add to my equity holdings. I've been busy at work to deliver a very aggressive goals, while trying to keep up with a number of new technology as a lot of companies invest heavily in automation to build their digital capability. Time is scarce for me to spend on researching candidates for new purchase.
I received dividends of $758.44 in July, which brought total dividends YTD to $5,152.22.
| Date | Securities Name | FCY | SGD |
| 6-July-2018 | HSBC Holdings Plc (HKD) | 620.62 | 107.49 |
| 10-July-2018 | Carlsberg Brewery Malaysia Bhd (MYR) | 176.57 | 59.06 |
| 11-July-2018 | Malayan Banking Berhad (MYR) | 506.49 | 169.47 |
| 11-July-2018 | CNOOC (HKD) | 1,060.76 | 182.34 |
| 13-July-2018 | Vanguard FTSE AS (HKD) | 748.07 | 129.34 |
| 16-July-2018 | Sinopec Engineering Group Co (HKD) | 457.71 | 79.32 |
| 18-July-2018 | Capitaland Commercial Trust | 31.41 | 31.41 |
Link to Yaruzi's low cost portfolio as of
July 2018
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