There was a sell-off on tobacco company in Indonesia due to plan by the government to increase excise by 23% early next year. I bought some Hanjaya Mandala Sampoerna and Gudang Garam during the sell-off. I didn't smoke, so the decision to buy the shares was purely an investment decision.
Total portfolio was $850,221.73 as of end September and I injected $20,000 fresh fund. Equity allocation was at 53.28%, with the remaining in short term bond and cash. Return YTD was 3.3%, XIRR YTD was 5.52%, and XIRR since inception was 4.39%. I received total dividends of $3,455.27 in September, with largest contributors came from China Mobile and First REIT.
Link to Yaruzi's low cost portfolio as of September 2019