Thursday, September 7, 2023

Aug2023 Finance update - Monthly Dividend/Interest received $10K

Aug2023 Dividend/Interest received from my investment and retirement account is about SGD $10,468. This is the third consecutive month when my monthly investment income tops 5 digits. Dividend and interest income were collected from more than 26 over counters and ETFs. This is as good as getting paid almost everyday. Investment Portfolio YTD gain including dividend dropped to 3.9% and liquid net worth YTD gain also dropped to around 6.85%. This drop is expected due to ex-dividend date.  

Trade in Aug.

I only increased stake in 2 LSE counters BATS and LGEN. Their dividends are very attractive at >8%. It was a good opportunity to add HKSE in Aug as HKSE index plunged again. However, I am fullly invested in HK/China market and will adopt wait and see as it has been too volatile for my liking. I also added another 10k of SBB as its interest went above 3%. While the stock markets presented a lot of opportunity to average down cost price, I still prefer to add on my SSB allocation whenever its interest rate went above 3%.   

2017 to 2023 Monthly Dividend/Interest earned from Investment Portfolio :

Dividends received in Aug2023 from Foreign Investment (Stocks): USD $4603
Interest received in Aug2023 from Foreign Investment (bonds): USD $725
Interest received in Aug2023 from banks interest/FD/others in US: USD $107
(Newly added) Dividend/Interest received in Aug2023 from retirement account: USD $951
Realized gain/loss in USD: $0
Dividends received in Aug2023 from SGX: SGD $1954
Interest received in Aug2023 from banks interest/FD/others in Spore: SGD $212
SGX Realized gain/loss SGD: Nil
Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Aug2023 : SGD$10468
Aug2023 Dividend earned from investment account only: SGD $8881

Counters from my investment portfolio contributing to monthly Dividend/Interest in Aug2023 :


Aug2023 Liquid Net worth distribution:

Aug2023 Investment/Retirement Portfolio including SSB(under I bond) :

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