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Portfolio Update: April 2018

Portfolio Update: April 2018

With decent income and very manageable expenses recently, we were able to inject close to $5k to the portfolio. But unfortunately, the portfolio did not rise by that much. Even after a couple of very good days in the market, the portfolio still took a small hit due to...

March 2018 – Yaruzi’s Portfolio Update

March 2018 – Yaruzi’s Portfolio Update

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%,...

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