Wednesday, November 15, 2023

Oct2023 Finance update - Monthly Dividend/Interest received $10.9K and YTD Total=$103K

Oct2023 Dividend/Interest received from my investment and retirement account is about SGD $10869 and YTD investment income received is $103K. This is the 5th monthly investment income received hitting 5 figures for 2023.  Dividend and interest income were collected from more than 35 over counters and ETFs in October. Investment Portfolio YTD gain including dividend has dropped to 0.38%. This is pretty bad as the market is under intense selling pressure in Oct due to FED comment that interest rate will be staying high.  

Trade in Oct.

I have continue to increase small stake in 2 LSE counters BATS and LGEN again. Their dividends are very attractive at >8%. I also added another 15k of SSB as its interest continue to stay above 3%. I have also bought a small stake in SGX counter LHN. 

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


Dividends received in Oct2023 from Foreign Investment (Stocks): USD $5935

Interest received in Oct2023 from Foreign Investment (bonds): USD $540

Interest received in Oct2023 from banks interest/FD/others in US: USD $75

(Newly added) Dividend/Interest received in Oct2023 from retirement account: USD1264

Realized gain/loss in USD: $0

Dividends received in Oct2023 from SGX: SGD499

Interest received in Oct2023 from banks interest/FD/others in Spore: SGD209

SGX Realized gain/loss SGD: Nil

Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Oct2023 : SGD$10899

Oct2023 Dividend earned from investment account only: SGD $9225

Counters from my investment portfolio contributing to monthly Dividend/Interest in Oct2023 :

Oct2023 Liquid Net worth distribution:


Oct2023 Investment/Retirement Portfolio including SSB: