Shares & Derivatives
October 2015 – Unit Trust Portfolio Update
By Yaruzi's Learn 2 Live  •  November 9, 2015
With market rebounded in October, my unit trust portfolio was back in black. YTD return swung from -1.51% to +1.61%. I'd been increasing my equity allocation during the market turbulence that started as early as May. As I had reached my targeted allocation of 60% equity+high yield back in September, my plan was just to sit tight and adjusted the allocation after market reached or broke certain key level. I received a bumper dividend of $1,103.28 in October. I also noticed that USD kept strengthening against other currencies, especially Asian and emerging market. In my view, this trend would persist in the next few years as US FED was expected to increase interest rate gradually. So I did some re-balance to reduce my exposure to SGD hedged high yield fix income, but increase USD exposure. Also Fullerton Short Term Int Rt C S$(SGD) had re-opened for new subscription, ......
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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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