March 2017 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  April 16, 2017
My low cost portfolio continued to do well in March 2017. Return YTD as end of March was 2.24%, XIRR YTD was 9.56%, and XIRR since inception was 6.4%. Total dividends received in March was $434.92:
  • $274.34 from Capitaland Retail China Trust
  • GBP 34.16 from Royal Dutch Shell PLC-B
  • GBP 58.67 from BHP Billiton PLC
The month of March was also the month of rights issue. I applied for a total of 2100 rights (1,044 rights and 1,056 excess) from Ascott Residence Trust, and I was granted 1,900 rights at $0.919 per unit. I also applied for the rights issued by Deutsche Bank and received 80 units at EUR 11.65 per unit.

In term of portfolio component stock performance, Global Logistic was the star performer based on CAGR calculation (+101.10%), and Chow Tai Fook from total return ...
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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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