Shares & Derivatives
August 2016 – Low Cost Portfolio Update
By Yaruzi's Learn 2 Live  •  September 10, 2016
Global markets continued their move up in August. XIRR YTD was 9.76% and XIRR since inception was 4.08% by end August. I was glad because this would be the first time my portfolio was able to beat the CPF SA rate. When I first started my investment journey, my aim was to have a long term portfolio return of 4% and above.
I received bumper dividend of $920.56 in August and I injected $4,250 of fresh fund. As I had a significant fresh fund injection in July, my equity allocation of the total portfolio dropped to around 40%. To rebalance the portfolio, I was buying some dividend paying stocks to raise the equity allocation:
  • BHP Billiton PLC (BLT.L) 180 shares @ GBP 9.465
  • Bayer Motoren WK (BMW.DE) 26 shares @ EUR 74.96
  • Royal Dutch Shell PLC-B (RDSB.L) 90 shares @ GBP 19....
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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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