Saturday, June 13, 2020

May 2020 - Yaruzi's Portfolio Update

My portfolio performance suffered a dip in May. The hedge and the lack of allocation in US and technology companies played a big part in the underperformance. Having said that, the short term dip didn't really bother me as I invest for the long term. Unless the long term fundamental of a company has changed, I'll just ignore the noise and continue to invest and sleep well, while collecting dividends for the time being.

Return YTD was -7.36%, XIRR YTD -17.07%, and XIRR since inception was 1.48% at the end of the month. I added a fresh fund of $5,000 to the portfolio. If there was one important thing I learned throughout my investing journey aside from picking good companies, it would be having a good cash flow. The cash flow and holding power to ride uncertain times like this, so we didn't sell low and even bought more if possible, was what made the rich richer.

A lot of people think that picking the best companies is the key to successful investing. However, in my view, we should invest in ourselves first. My advice to younger investors will be to invest in yourselves so you become one of the best in your job or line of business. Combining good skills with prudent personal financial management, you will ensure a good and steady cashflow required to invest successfully. Many aspires to be the smartest, market-beating trader. Motivated by greed to get rich quick, they felt into the trap of fake gurus making money from the gullible (i.e: bei-kambing according to my blogger friends SMOL and Uncle8888)

Observing some weaknesses in May, I made quite a few purchases in the underperforming market such as Singapore and Hong Kong. See, we should always see crisis as an opportunity. There is always positive in every negative. I was particularly bullish on the long term prospects of China. I had no doubt that 20-30 years down the road, China would beat US hands down. I was also so happy that I could get my hand on a premium brand such as LVMH. I liked Hermes too, but it ran before I had the chance to buy it.

DateSecuritiesActionCurrencyQuantityPriceTotal
8-May-2020Industrial and Commercial Bank of ChinaBuyHKD11,000.00005.090055,990.00
18-May-2020LVMH Moet Hennessy Louis Vuitton SEBuyEUR30.0000335.900010,077.00
20-May-2020Raffles Medical Group LtdBuySGD10,000.00000.91009,100.00
25-May-2020Alibaba Group HoldingsBuyHKD300.0000193.700058,110.00
25-May-2020Alibaba Group HoldingsBuyHKD300.0000193.700058,110.00
25-May-2020Industrial and Commercial Bank of ChinaBuyHKD11,000.00004.940054,340.00
26-May-2020Indofood CBP Sukses MakmurBuyIDR8,000.00008,950.000071,600,000.00
28-May-2020ComfortDelgroBuySGD6,000.00001.51009,060.00
28-May-2020SATSBuySGD3,200.00002.84009,088.00

I received total dividends of $1,380.12

DateSecurities NameFCYSGD
6-May-2020Bayer AG571.05874.28
29-May-2020ST Engineering300.00300.00
29-May-2020Parkway205.84205.84



Link to Yaruzi's low cost portfolio as of May 2020.

No comments:

Post a Comment