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March 2018 – Yaruzi’s Portfolio Update
By Yaruzi's Learn 2 Live  •  April 18, 2018
STI was fluctuating around the 3500 mark, but it didn't break below 3250 or above 3750 for me to rebalance my portfolio. Equity allocation was 35.16% and bond/cash allocation was 64.84%. Portfolio value dropped to $652,765.81. Return YTD was 0.35%, XIRR YTD was 1.44%, and XIRR since inception was 6.62% by end March 2018. I received total dividends of $183.14.
Date Securities Name FCY SGD
28-Mar-2018 Royal Dutch Shell PLC-B (GBP) 29.94 55.29
29-Mar-2018 BHP Billiton PLC (GBP) 97.94 127.85
It was rather boring for the portfolio, but an exciting month in my workplace. Work was hectic, and I didn't manage to inject my monthly contribution in time. March was the month for bonus payment, and I received a very good bonus for which I was very grateful.
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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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