Saturday, May 16, 2020

April 2020 - Yaruzi's Portfolio Update

Stock market indexes around the world rebounded in April. US, especially, staged a strong rebound supported by unprecedented money printing by the FED. The fear of losing out and greed fuelled the stock market up, despite many people losing jobs and uncertainties awaiting.

I bought Proshares Ultrashort S&P500 as a hedge. It is a 2xleveraged inverse ETF where it would gain value if S&P 500 lost value. I sold some China Mobile during the rebound to reduce my allocation on it and bought Ping An Insurance. I also bought ST Engineering.

DateSecuritiesActionCurrencyQuantityPriceTotal
3-Apr-2020Proshares Ultrashort S&P500BuyUSD340.000029.469010,019.46
3-Apr-2020Proshares Ultrashort S&P500BuyUSD340.000029.27999,955.17
8-Apr-2020Proshares Ultrashort S&P500BuyUSD360.000026.09999,395.96
28-Apr-2020Proshares Ultrashort S&P500BuyUSD440.000022.910010,080.40
20-Apr-2020China MobileSellHKD1,500.000060.400090,600.00
20-Apr-2020Ping An InsuranceBuyHKD1,000.000078.650078,650.00
24-Apr-2020ST EngineeringBuySGD3,000.00003.19009,570.00

As usual, I added $5,000 of fresh funds to the portfolio. Return YTD recovered from -11.55% in March to -5.48% in April. XIRR YTD was -15.91% and XIRR since inception recovered to 2.22%. Equity allocation was 79.83% at the end of April. Total dividends received in April was $280.42.

DateSecurities NameFCYSGD
1-Apr-2020Tassal Group Ltd260.77226.48
15-Apr-2020Carlsberg Brewery Malaysia Bhd166.4253.94



Link to Yaruzi's low cost portfolio as of April 2020.
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8 comments:

  1. Rolf SueyMay 16, 2020 at 2:33 AM

    Hi Yaruzi, long time. Hope all is good nowadays and CB has not dampen your spirit.

    Just curious when u invest in USD, do you use exchange rate or u keep a USD bank account?

    ReplyDelete
    Replies
    1. YaruziMay 16, 2020 at 5:48 PM

      Hi Rolf,

      It's been a long time and thanks for dropping by. I hope things are fine with you and family. I have a multi currency brokerage account so I can keep USD in the account and settle any purchase in USD. Alternatively I can settle a USD trade in SGD and the brokerage will do the conversion for me.

      Delete
    2. Rolf SueyMay 16, 2020 at 8:30 PM

      Things is fine for me n family, added more kid into the family since last time. :-)
      Ok, tks. I have multicurrency acct too. Just curious if worth opening an usd bank acct.

      Delete
  2. BeeTMay 16, 2020 at 4:25 AM

    Hi Yaruzi,

    Hope you and your family are well in these times.

    May I ask which broker do you use to trade in foreign stocks like Ping An Insurance?

    Thanks and regards,
    Bernard

    ReplyDelete
    Replies
    1. YaruziMay 16, 2020 at 5:49 PM

      Hi BeeT,

      I'm using POEMS for my transactions. It allows me to invest in a number of stock exchange like HKEX, SGX, NYSE, AMEX, LSE, FWB, IDX, etc.

      Delete
    2. BeeTMay 18, 2020 at 4:11 AM

      Thanks Yaruzi! Shalom!

      Best regards,
      BeeT

      Delete
  3. KrishnaMay 31, 2020 at 2:03 AM

    Hi Yaruzi,

    Hope all's well with you and your family!

    I see from your portfolio that you bought shares from Australia, Japan, Indonesia and London Stock exchanges.
    Can i ask how do you find these stocks?
    Do you use any stock screener?

    Thanks

    Krishna

    ReplyDelete
    Replies
    1. YaruziJune 5, 2020 at 7:22 PM

      Hi Krishna,

      There were a few less well known companies that I came across through stock screener. I bought small positions if I liked their business and their financials. However most of the stocks I bought was because I'm using their products or services.

      Delete

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