Shares & Derivatives
August 2015 – Unit Trust Portfolio
By Yaruzi's Learn 2 Live  •  September 5, 2015
August was a busy month for my unit trust portfolio, as I did a number of transactions. Taking opportunity of the equity market weakness, the panic, the volatility, whatever we called it, I kept increasing the portfolio allocation for equities. Portfolio dipped into negative territory for the first time this year. On annualized weighted basis, portfolio return was -0.36% by 31 Aug 2015, outperforming ALL major indexes. I received cash dividends of $399.97, which I would re-invest. Below were the summary of my transactions in August 2015: 1. Bought First State Dividend Advantage $17,500.00 FTIF-Templeton Global Fd A(acc) SGD $6,000.00 Schroder ISF Gb Div Max A DIS SGD $2,000.00 2. Sold United SGD Fund Cl A Acc (SGD)$15,998.28With the transactions done, the portfolio allocation was very close to my targeted allocation of 60% equity & high yield and 40% bonds. If major ......
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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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