My Freedom Fund. Updated as at 30 September 2019.
I’ll be updating this page quarterly with the table showing dividend growth starting from 2015.
Freedom Fund as at September 2019
Gross Investment: RM392,717.20
Market Value: RM455,311.29
Dividends (2019): RM12,273.76
Dividend Yield: 3.13%
Special Dividend: RM11,970.00
*Axis REIT’s yield will be slightly higher as I sold half of my holdings after its 1st dividend payment.
Scroll on to compare the fund’s past performances.
Freedom Fund as at December 2018
Gross Investment: RM367,168.13
Market Value: RM443,435.79
Dividends (2018): RM18,072.25
Dividend Yield: 4.92%
Freedom Fund as at December 2017
Gross Investment: RM331,804.45
Market Value: RM427,190.22
Dividends (2017): RM15,705.71
Dividend Yield: 4.69%
Freedom Fund as at December 2016
Gross Investment: RM297,777.83
Market Value: RM345,955.92
Dividends (2016): RM11,429.55
Total Gain: 14.69%
Freedom Fund as at December 2015
*Edit: The dividend yield for 2015 is reduced slightly to 2.85% as I’ve made a mistake with IGB REIT, gross investment is higher at RM29K.