To all my readers and blogger friends: Happy New Year 2019. My portfolio final number for 2018 is out. Return YTD was -0.85%, XIRR YTD was -0.88%, and XIRR since inception dropped to 4.25%. I’m contended with the portfolio performance considering market globally was not doing great this year. My portfolio also beat 73 out of 74 balanced fund unit trusts. Total portfolio value was $690,090.54 and total loss for 2018 was $5,892.11.
I received dividends of $128.99 in the month of December. Total dividends received for 2018 was $10,565.68, a 2.9% increased compared to to total dividends received in 2017.
|21-Dec-2018||Royal Dutch Shell PLC-B (GBP)||32.47||56.19|
|26-Dec-2018||BP PLC (GBP)||41.92||72.80|
Link to Yaruzi’s low cost portfolio as of December 2018