Shares & Derivatives
September 2015 – Low Cost Portfolio
By Yaruzi's Learn 2 Live  •  October 12, 2015
STI broke it's August low in September to test 2740 level and subsequently rebounded. I took the opportunity during market panic to add First REIT into my low cost portfolio. At my buying price of $1.205 per share, yield on cost was a decent 6.8%. Loss YTD increased to -5.08% or -11.55% on a weighted annualized basis. No dividend received in September. I added $3,000.00 of fresh fund into the portfolio in September. As my portfolio allocation had achieved the targeted allocation of 60% equity and 40% bond, I planned to sit tight and only increase equity allocation if STI dropped to between 1500-2500......
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By Yaruzi's Learn 2 Live
I live in Singapore with my wonderful wife and 2 kids. My wife is a stay-home mom, while I'm the sole breadwinner. I work as an engineer. I started investing in unit trust in July 2012. I was 36 years old then. My goal was to build assets and passive income for my retirement. I'm particularly interested in dividend investing, and I intend to build my own dividend portfolio.
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