Saturday, April 4, 2015

March 2015 - Unit Trust Portfolio Update

Total profit YTD as of end March 2015 was down by $1,858.96 from February peak of $8,734.11 to $6,875.15, which translated to 10.48% annualized weighted return.

March was quiet and I had no transactions, except reinvesting cash dividend received from Jan to March 201, which amounted to $775.46. As I mentioned in my previous email, I'll be channeling fresh fund to build a low cost index portfolio. More on my second portfolio of low cost index in my next post.



Link to Yaruzi's unit trust portfolio allocation as of March 2015

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