Friday, June 4, 2021

May2021 Finance update -Monthly Dividend/Interest received $3.9k

In the month of May, dividend/interest received is about 3.9K , slightly below monthly average but roughly the same as what I earned in the last 4 years. May was another good month for my finance as my investment portfolio hit another all time high of > $1.26 million with a YTD 11.42% unrealized gain of 131K. The gain in portfolio has been positive for 7 months straight and this is the longest stretch of positive gain I ever have without correction. I seriously doubt it will continue the run up as stock markets have become topsy.  My liquid networth (excluding properties/CPF) also continue to hit an all time high of >$1.92 millions (1.67% M2M gain) due to my portfolio gain. Tracking my liquid networth, I recalled that last year March when we have the crash, I lost 12% of my liquid networth in less than 3 days and only to recover that value after 9 months. It has come a long way for me to be on track of hitting my financial goal again.

In term of portfolio change in May, I just added a couple of telecom dividend stocks listed in HKSE. With the return of capital from all corporate actions to delist or recall last month, my cash holding is still high which prompt me to look for replacement. As bond market yield remains depressed and SGX Reits are at pre-covid high, I continue to increase my HKSE dividend portfolio.

Dividends received in May2021 from Foreign Investment (Stocks): USD $1970

Interest received in May2021 from Foreign Investment (bonds): USD $268

Interest received in May2021 from banks interest/FD/others in US: USD $373

Realized gain/loss : Nil

Dividends received in May2021 from SGX: SGD776

Interest received in May2021 from banks interest/FD/others in Spore: SGD $197

SGX Realized gain/loss: Nil

Total dividend and interest from my investment portfolio + bank/money market account + trading gain/loss generated in May2021 : SGD$ 4.4K

YTD Passive income earned from investment only: SGD $26098

Investment Portfolio Monthly Dividend/Interest earned Y-to-Y changes from 2017 to 2021:

Counters from my investment portfolio contributing to monthly Dividend/Interest  in May2021 :

Liquid Networth distribution: