Shares & Derivatives
May 2017 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  June 5, 2017
It's been five month since my last equity purchase. For the past five months, I was just sitting tight and collecting dividends as the market continued to go up. May was a bumper dividends month for me, as I received a total dividends of $1,494.91:
    • GBP 18.10 from British Land Co Plc
    • EUR 66.28 from Bayer Motoren WK
    • MYR 474.33 from Heineken Malaysia Bhd
    • MYR 596.17 from Carlsberg Brewery Malaysia Bhd
    • JPY 9,215 from Toyota Motor Corp
    • GBP 46.69 from Greggs PLC
    • EUR 32.89 from Deutsche Bank
    • $108 from Starhub
    • $108 from Keppel Corp
    • $60 from Sembcorp Industries
    • $53.50 from First REIT
    • $300 from Venture
    • $114.66 from Capitaland Mall Trust
    • $59 from Starhill Global REIT
I also contributed $4,000 worth of fresh fund into the portfolio. Total portfolio value as of 31st May was $579,961.02. Return YTD was 4.07%, XIRR YTD was 10.73%, and XIRR since inception was 7.36%. Equity vs bond/cash allocation was 45.08% vs 54.92% ......
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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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