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April 2018 – Yaruzi’s Portfolio Update
By Yaruzi's Learn 2 Live  •  May 22, 2018
Aside of $8,500 fresh fund contribution to the portfolio, pretty much there wasn't much going on with the portfolio. No new purchases or sales as STI lingered between 3350-3600 and didn't touch the level I preset to take action. So it's mainly a waiting time for me, while collecting dividends. Return YTD was 2.03%, XIRR YTD was 6.4%, and XIRR since inception was 7.3% as of end April. I received $772.20 in total dividends in April, bringing total dividends YTD to $2,129.85.
Date Securities Name FCY SGD
02-April-2018 Telstra Corporation Limited (AUD) 82.54 98.28
02-April-2018 BP PLC (GBP) 37.42 68.61
03-April-2018 BHP Billiton PLC (GBP) 70.85 130.52
09-April-2018 HSBC Holdings Plc (HKD) 1,303.08 217.61
12-April-2018 Daimler AG (EUR) 82.42 132.89
16-April-2018 Vanguard FTSE AS (HKD) 150.77 25.09
27-April-2018 M1 99.20 99.20
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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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