Shares & Derivatives
Aug 2015 – Low Cost Portfolio
By Yaruzi's Learn 2 Live  •  September 12, 2015
STI started the year at 3370.59 level, reached a peak at 3539.95 on 15 August based on closing price. On 31st August STI traded at 2921.44, giving a YTD return of -13.33% or -17.47% if we bought at the peak. My low cost portfolio that started in April YTD return was -4.26% as of 31 Aug 2015. On a weighted annualized basis, return was -11.37%. I received USD 65.68 in cash from ABF PAIF, an ETF which invested in Pan Asia bond. During the sell off in August, I bought the following ETF and REIT, which brought my portfolio allocation closer to my target of 60% for equity: 1. iShares Core MSCI World UCITS ETF (IWDA LN) - 230 shares at USD 41.29 on 21 Aug 2. Capitaland Commercial Trust - 2400 shares at SGD 1.275 on ......
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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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