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Portfolio @ Feb 2020
By Risk N Returns  •  February 29, 2020
Cash / SRS PortfolioPerformance Indicators / DividendsYTD Time weighted return: -4.95%XIRR since portfolio inception in 2013: 13.81%Dividends collected: SGD 3,154.70Cum-Dividend:DBS – SGD 33OCBC – SGD 196
Topsy-Turvy month

My portfolio performance in February can only be characterised as a roller coaster. At one point in the month, I was looking at over $200k portfolio value. That was was wiped away in the space of 1-2 weeks as Covid-19 hit Europe and Korea, with signs of initial exposure in the US.

Overall portfolio value decreased 2.9% to $188,821 mainly due to market value losses of $6.8k, offset by $1.6k of capital injections.

Many exits

There were quite a few transactions this month as I performed some reconstitution of my portfolio:

Rotated some of my Manulife US REIT into Prime US REIT in a like-for-like switch that should result in more dividends.Exited Yuexiu Transport Infrastructure due to Coronavirus lockdown probably affecting expressway traffic.Sold Hang Lung Properties as...
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By Risk N Returns
I go by the initials KK. I don’t profess to be an investment guru, just reasonably experienced (>4 years in the market) and knowledgeable at personal finance and investing. All that I know, I’ve had to learn and experience from scratch.
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