July 2019 - Yaruzi's Portfolio Update

With continuing market volatility due to worry of recession, and the fallout from trade war between US and China, I made some purchase in July to increase my equity allocation. I was aiming to increase my equity allocation to around 50% to avoid cash/bond dragging down my overall portfolio return. I didn't know when a major correction would happen, however what I could do was to have my war chest ready.

Date	Securities	Action	Currency	Quantity	Price	Total
12-Jul-2019	Heineken Malaysia Bhd	Buy	MYR	600.0000	22.6800	13,608.00
15-Jul-2019	Tassal Group Ltd	Buy	AUD	2,100.0000	4.7655	10,007.55
29-Jul-2019	SATS	Buy	SGD	2,000.0000	4.8100	9,620.00
31-Jul-2019	Heineken Malaysia Bhd	Buy	MYR	600.0000	22.7800	13,668.00

Total portfolio was $827,876.07 as of end July with equity allocation at 46.99%, about 3% shy from my targetted allocation. Return YTD was 3.6%, XIRR YTD was 7.67% and XIRR since inception was 4.76%. I injected $4,000 fresh fund to the portfolio and received dividends of $142.83.

Date	Securities Name	FCY	SGD
5-Jul-2019	Indofood CBP Sukses Makmur Tbk	1,496,385.54	142.83

Link to Yaruzi's low cost portfolio as of July 2019