Invest
Sep 2020 – Yaruzi’s Portfolio Update
By Yaruzi's Learn 2 Live  •  October 25, 2020
September was a bumper month for dividends. Total dividends received were $3,792.73.
Date Securities Name FCY SGD
1-Sep-2020 Kao 5,845.00 74.89
2-Sep-2020 ST Engineering 150.00 150.00
2-Sep-2020 Parkway 299.04 299.04
4-Sep-2020 Ace Hardware Indonesia 886,008.10 80.99
11-Sep-2020 Unilever PLC 60.37 105.45
16-Sep-2020 3M Co 49.00 66.50
16-Sep-2020 Raffles Medical Group Ltd 560.00 560.00
23-Sep-2020 Royal Dutch Shell PLC-B 181.80 315.20
30-Sep-2020 Tassal Group Ltd 482.03 469.16
30-Sep-2020 China Mobile 9,507.96 1,671.50
The global equity index took a breather in September. Strait Times index broke 2500 and Hang Seng broke the 24000 level. My portfolio value dipped to $823,125.60. Return YTD was -12.47%, XIRR YTD was -16.53%, and XIRR since inception -0.39%. I took the opportunity to add Tencent Holdings at HKD 505.5.
Link to Yaruzi's portfolio as of September 2020
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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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