Shares & Derivatives
November 2015 – Unit Trust Portfolio Update
By Yaruzi's Learn 2 Live  •  December 14, 2015
The value of unit trust portfolio dipped in November due to weakening market, especially Asia and emerging markets. Let's just say that market had been boring since mid August as they're not able to make up their mind if they wanted to break out to the upside or downside. YTD portfolio return was 0.69% as of 30 Nov 2015. I also received $139.35 in cash from dividend/distribution. With FED's first interest rate hike in the card for December ever since the great financial crisis, the currency market had been very volatile. In my opinion, it was the currency movement that impacted the unit trust portfolio the most. With USD strengthening, SGD-hedged funds suffered the most. Due to the volatile currency, I continued reducing my exposure to SGD-hedged fund. Below were the summary of my transactions in Nov 2015:
  1. Bought Fullerton Short Term Int Rt C S$(SGD) $2,146....
...
Read the full article
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.
LEAVE A COMMENT
LEAVE A COMMENT

Your email address will not be published.

*

Your Email Address will not be published
*

Read More Articles
More from thefinance