Thursday, October 3, 2024

Sep2024 Finance update-Monthly Dividend/Interest received $19.5K Q3 total $43k

Sep2024 Dividend/Interest received hit ATH at $19.5K. YTD Investment income = Dividend/Interest =$106K +trade profit $28k  hit $134k after realizing some gains from the US market in Aug. The record dividend income come from many HKSE ,LSE and S-Reit dividend counters that were loaded in the last 2 years

YTD portfolio performance is 15% and 20% if dividend is included. The improvement is due to a bull run on HKSE in the last 10 days of Sep

Trade in Sep. Mainly addition to existing positions with dividend received and realized profit in Aug.

HKSE: I added 3190.hk ,86.hk and 823.hk on the HKSE before the sharp upturn. 

SGX: I added HPH , MIT and MPACT

US: I added LGEN, HUIZ and LUMN.

2017 to 2024 Monthly Dividend/Interest earned from Investment Portfolio :


Dividends received in Sep2024 from Foreign Investment (Stocks): USD $7035
Interest received in Sep2024 from Foreign Investment (bonds): USD $831
Interest received in Sep2024 from banks interest/FD/others in US: USD $110
(Newly added) Dividend/Interest received in Sep2024 from retirement account: USD 1938
Realized gain/loss in USD:0
Dividends/Interests received in Sep2024 from SGX: SGD 6516
Interest received in Sep2024 from banks interest/FD/others in Spore: SGD 185
SGX Realized gain/loss SGD:-987
Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Sep2024 : SGD$18604
Sep2024 Dividend earned from investment account only: SGD $16742

Counters from my investment portfolio contributing to monthly Dividend/Interest in Sep2024 :


Sep2024 Liquid Financial Asset distribution: