May2024 Dividend/Interest received from my investment and retirement account is about SGD $9029. YTD portfolio performance improved to 3.47% and 5.68% if dividend is included. The overall YTD performance has improved greatly this month as US and HKSE portfolio have been very positive. My overall portfolio has been drag down by my S-Reit portfolio that is sitting on a -14% paper loss.
Trade in May
I added about $29k of new shares in Capitaland Ascott ,CFA, MPACT , 101.hk , 3067.hk,9988.hk, BTI, IBDW and RLJ-PA after selling 24.5 k of my Canadian bank etf zwc.to, Hotel Grand and ABC shares. Net trade ended up $4826
2017 to 2024 Monthly Dividend/Interest earned from Investment Portfolio :
Dividends received in May2024 from Foreign Investment (Stocks): USD $3135
Interest received in May2024 from Foreign Investment (bonds): USD $421
Interest received in May2024 from banks interest/FD/others in US: USD $87
(Newly added) Dividend/Interest received in May2024 from retirement account: USD 1181
Realized gain/loss in USD: Nil
Dividends/Interests received in May2024 from SGX: SGD 2551
Interest received in May2024 from banks interest/FD/others in Spore: SGD 201
SGX Realized gain/loss SGD: Nil
Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in May2024 : SGD$9029
May2024 Dividend earned from investment account only: SGD $7174
Counters from my investment portfolio contributing to monthly Dividend/Interest in May2024 :
May2024 Liquid Financial Asset distribution:
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