Sold 5500 shares of Dali Food Group Co Ltd @HKD 5.63 on 16 March 2019. Total profit 0.45% including dividend with CAGR of 0.88% for a holding period of 6 months.
Equity allocation was at 15.83%, while cash & bond allocation was at 84.17%.
Thursday, March 21, 2019
Wednesday, March 13, 2019
Recent Buy - Bayer AG
Bought 130 shares of Bayer AG @ EUR 67.39.
Equity allocation increased to 16.63%, while cash/bond allocation decreased to 83.37%.
Equity allocation increased to 16.63%, while cash/bond allocation decreased to 83.37%.
Saturday, March 2, 2019
February 2019 - Yaruzi's Portfolio Update
Chinese New Year was just passed, and we're now at the end of February. Total portfolio value increased to $714,766.89 with $4,000 fresh contribution. Return YTD was 2.39%, XIRR YTD was 15.85%, and XIRR since inception was 4.96%. Equity allocation was at 14.85%, with the remaining 85.15% in cash and bond.
Link to Yaruzi's low cost portfolio as of February 2019
Though market continued to rise in February, but it seemed the rise has slowed down compared to January. Will March be the start of the inflexion point? My guess is as good as yours. If the next few months provide the opportunity to get good companies at better valuation, I'm ready to increase my equity allocation.
I sold Carlsberg Brewery Malaysia Bhd & Heineken Malaysia Bhd and received total dividends of $541.01.
Link to Yaruzi's low cost portfolio as of February 2019
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