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Index Portfolio Review
By Invest For Yourself  •  December 26, 2019

Throughout the years, many of my blogs were focused on equities investment and the dividends that I receive from them. So, I will skip the review on the equities (which achieved my aim of 5% dividend yield) and start with a review on index portfolio as we countdown in this last week to the new year.

I have managed to grow my index portfolio (ETFs & Unit Trust) by 3 times in absolute value over the last 2 years into a sizeable one that is starting to make an impact. Most of the growth was inorganic as I utilise platforms like POSB Invest, with Maybank/Phillips Securities and most recently MoneyOwl to make sure I am always disciplined and invest almost the same amount of money monthly. It may be useful to know that these platforms charge me a lower transaction than if I buy them of the market myself.

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