Friday, January 3, 2020

December 2019 - Yaruzi's Portfolio Update

Honestly, I wasn't expecting 2019 to be a good year when it started. But hey, the rally in December seemed to lift everything up. My portfolio ended the year with a rather decent result. YTD return of 5.04%, XIRR YTD of 5.97% and XIRR since inception of 4.63%. I received $13,464 in dividends and made $42,266.89 in profits. Total portfolio at the end of 2019 was $880,357.44, about $120,000 shy of the $1M mark.

I made no transaction in December and was receiving $1,776.97 in dividends. Equity allocation stood at 54.13% and the remaining 45.87% in short term bond and money market.

DateSecurities NameFCYSGD
3-Dec-2019Takeda Pharmaceutical52,781.00 658.87
17-Dec-2019First REIT887.95 887.95
20-Dec-2019Royal Dutch Shell PLC-B130.79 230.15

While if feels good growing our investment assets, there are still people around us that are not so fortunate and may require our help. Friends, if you come across them, please do lend a helping hand. Last, but not least, I wish everyone a Happy New Year and a great 2020. 

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