Shares & Derivatives
June 2017 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  July 1, 2017
Finally, market seemed to take a breather in June. This could be a very initial stage for a short term equity market correction in a rather long bull run. Prices were still inflated, but I would be an eager buyer if equity market was to correct by 20% or more. I received total dividends of $966.77 (excluding DBS dividend) in June. I opted for DBS scrip dividend, which entitled me to received 5 DBS shares.
Date Securities Name FCY SGD
1-Jun-2017 Hugo Boss (EUR) 104.16 161.27
8-Jun-2017 Perusahaan Gas Negara (IDR) 67.44 67.44
8-Jun-2017 Malayan Banking Berhad (MYR) 506.25 163.06
13-Jun-2017 UOB 70.00 70.00
21-Jun-2017 DBS 94.20 94.20
21-Jun-2017 Prada Spa (HKD) 751.19 133.19
23-Jun-2017 Indocement Tunggal Prakarsa (IDR) 145.50 145.50
28-Jun-2017 Royal Dutch Shell PLC-B (GBP) 32.81 58.08
29-Jun-2017 China Mobile (HKD) 549.99 96.91
29-Jun-2017 BP PLC (GBP) 40.50 71.32
I added $4,000 fresh fund into the portfolio. Total portfolio value as of 30 June 2017 was $583,292. Return YTD was 3.92%, XIRR YTD 8.52%, and XIRR since inception was 6.67%.
Link to Yaruzi's low cost portfolio as of June 2017...
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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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