Sunday, April 30, 2017

April 2017 - Low Cost Portfolio Scorecard

As market continue it's momentum to the upside, return YTD was inching towards 3.42%, while XIRR YTD was 11.51% and XIRR since inception was 7.31% as of end April 2017. A significant fresh fund injection of $36,000 was made in April.

April was also a month with bumper dividends. Total dividends and interests received were $880,86 from:
  • AUD 116.54 from Telstra Corporation Limited
  • GBP 42.63 from BP PLC
  • HKD 1,288.31 from HSBC Holdings Plc
  • HKD 229.80 from Vanguard FTSE AS
  • EUR 73.39 from Daimler AG
  • HKD 990.40 from PCCW
  • CNY 144.68 from CSOP China Ultra Short Term Bond ETF
  • $94.40 from M1
Portolio allocation was 45.58% equities and 54.52% bonds and cash.

Chow Tai Fook was the top performer from total return perspective. It gapped-up on 13 April and broke out it's HKD 8.00 resistance, as the multiyear sales decline had finally shown sign of turn around. Retail sales in mainland China increased 16%, with same-strore sales rising 12% during the three months that ended March 31. Overall retail sales in Hong Kong and Macau grew 1%, and same-store sales rose 4% — the first quarterly increase in three years in Hong Kong and Macau. I sat on +88.95% return from capital appreciation and dividends received. Should I sell and take profit or stand still on the soon-to-be double bagger in my portfolio?




Link to Yaruzi's low cost portfolio as of April 2017

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