Shares & Derivatives
April 2017 – Low Cost Portfolio Scorecard
By Yaruzi's Learn 2 Live  •  May 1, 2017
As market continue it's momentum to the upside, return YTD was inching towards 3.42%, while XIRR YTD was 11.51% and XIRR since inception was 7.31% as of end April 2017. A significant injection of fresh fund of $36,000 was made in April.
April is also a month with bumper dividends. Total dividends and interests received were $880,86 from:
  • AUD 116.54 from Telstra Corporation Limited
  • GBP 42.63 from BP PLC
  • HKD 1,288.31 from HSBC Holdings Plc
  • HKD 229.80 from Vanguard FTSE AS
  • EUR 73.39 from Daimler AG
  • HKD 990.40 from PCCW
  • CNY 144.68 from CSOP China Ultra Short Term Bond ETF
  • $94.40 from M1
Portolio allocation was 45.58% in equities and 54.52% bonds and cash.
Chow Tai Fook was the top performer from total return perspective. It gapped-up on 13 April and broke out it's HKD 8....
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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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