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November 2018 – Yaruzi’s Portfolio Update
By Yaruzi's Learn 2 Live  •  December 4, 2018
Market recovered some losses as November came to a close. As a result, my portfolio manage to recoup some losses in October. For the YTD, my portfolio was rather flat, down -0.09%. XIRR YTD was -0.11% and XIRR since inception improved to 4.76%. I contributed a fresh fund of $4,000 in November.
I had two transactions in November.
  • Sold 1900 shares of Indocement Tunggal Prakarsa @ IDR 19,525
  • Added 4900 shares of First REIT @ $1.03, bringing my total holdings to 11500 shares @ $1.1504
Equity allocation as of 30th November was at 31.95%, while bond & cash was at 68.05%
Total dividends received in Nov 2018 was $871.94
Date Securities Name FCY SGD
5-Nov-2018 Malayan Banking Berhad (MYR) 393.51 129.27
13-Nov-2018 British Land Co PLC (GBP) 19.24 34.10
16-Nov-2018 YiChang HEC ChangJiang Pharmaceutical (HKD) 308.93 53....
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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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