Shares & Derivatives
January 2017 – Low Cost Portfolio ScoreCard
By Yaruzi's Learn 2 Live  •  February 14, 2017
I had been super busy with work and didn't really have the time to update my portfolio. From the way this year started, it seemed I would have less time to blog this year. January 2017 started with a bang. My portfolio grew by a decent SGD 7,379.14 including dividend. Return YTD was 1.46%, XIRR YTD 18.61%, and XIRR since inception at 6.68%. Will the portfolio grow in this rate for the remaining of the year? I doubt it will. I received dividends of:
  • SGD 95.20 from Singtel
  • HKD 309.96 from Vanguard FTSE AS High Dividend
I have no transactions in January and I may be looking at selling some if market continues to go up. Portfolio allocation was 47.92% equity vs 51.28% bond/cash...
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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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