Saturday, November 12, 2016

October 2016 - Low Cost Portfolio Scorecard

Low cost portfolio XIRR YTD was 6.82% as of 31 October 2016, while XIRR since inception was 3.66%. In October, I injected $4,000 fresh fund and I received:
  • 7 DBS shares from DRIP (Dividend Reinvestment Plan). 
  • HKD 1,417.42 dividend from Vanguard FTSE Asia Pacific High ex Japan Dividend ETF
  • HKD 423.79 dividend from CNOOC
  • CNY 144.77 distribution from CSOP China Ultra Short Term Bond ETF
  • HKD 210.88 dividend from Sinopec Engineering

I also bought a REITS and stocks in Oct to increase my equity allocation:
  • Starhill Global REIT 5000 shares @ $0.81
  • Starhub 1200 shares @ $3.36
  • Telstra (TLS.AX) 760 shares @ AUD 4.97



Link to Yaruzi's low cost portfolio as of October 2016
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2 comments:

  1. foolish chameleonNovember 13, 2016 at 9:14 PM

    just curious, how did you increase your cap by 200k from aug-sep16, in a span of 1 month?

    btw, impressive xirr!

    ReplyDelete
  2. YaruziNovember 14, 2016 at 3:14 AM

    Thanks, I liquidated my unit trust portfolio, which was worth ~$200K. The proceeds were reinvested into the low cost portfolio. See:http://yaruzi.blogspot.sg/2016/10/september-2016-low-cost-portfolio.html?m=0.

    ReplyDelete

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