With continuing market volatility due to worry of the fallout from trade war between US and China and recession, I made some purchase in July to increase my equity allocation. I was aiming to increase my equity allocation to around 50% to avoid cash/bond dragging down my overall portfolio return. I didn’t know when a major correction would happen, however what I could do was to have my war chest ready.
|12-Jul-2019||Heineken Malaysia Bhd||Buy||MYR||600.0000||22.6800||13,608.00|
|15-Jul-2019||Tassal Group Ltd||Buy||AUD||2,100.0000||4.7655||10,007.55|
|31-Jul-2019||Heineken Malaysia Bhd||Buy||MYR||600.0000||22.7800||13,668.00|
Total portfolio was $827,876.07 as of end July with equity allocation at 46.99%, about 3% shy from my targetted allocation. Return YTD was 3.6%, XIRR YTD was 7.67% and XIRR since inception was 4.76%. I injected $4,000 fresh fund to the portfolio and received dividends of $142.83.
|5-Jul-2019||Indofood CBP Sukses Makmur Tbk||1,496,385.54||142.83|
Link to Yaruzi’s low cost portfolio as of July 2019