Shares & Derivatives
October 2016 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  November 13, 2016
Low cost portfolio XIRR YTD was 6.82% as of 31 October 2016, while XIRR since inception was 3.66%. In October, I injected $4,000 fresh fund and I received:
  • 7 DBS shares from DRIP (Dividend Reinvestment Plan).
  • HKD 1,417.42 dividend from Vanguard FTSE Asia Pacific High ex Japan Dividend ETF
  • HKD 423.79 dividend from CNOOC
  • CNY 144.77 distribution from CSOP China Ultra Short Term Bond ETF
  • HKD 210.88 dividend from Sinopec Engineering
I also bought a REITS and stocks in Oct to increase my equity allocation:
  • Starhill Global REIT 5000 shares @ $0.81
  • Starhub 1200 shares @ $3.36
  • Telstra (TLS.AX) 760 shares @ AUD 4.97
Link to Yaruzi's low cost portfolio as of October 2016...
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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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