Monday, July 1, 2024

Jun2024 Finance update-Monthly Dividend/Interest received $18.2K 1H24 total $63.5k

Jun2024 Dividend/Interest received from my investment and retirement accounts hit ATH at $18.2K and first half total is $63.5K. The record income come from many HKSE and LSE dividend counters which I have been loading (close to 415k) in the last 2.5 years. You can check the counters distributing income for the month of June below. 

I have increased my investment capital by around 30+% since 2022. Back in 2022 H1 investment income was around $39k (Jun2022 dividend/interest income). In comparison, my current investment income has increased by 57.5% .   

YTD portfolio performance is 2.62% and 5.65% if dividend is included. The overall YTD performance has dropped slightly this month due to high number of ex-dividend date on my counters. My overall portfolio is still been dragged down by my S-Reit portfolio that is sitting on a -15.5% paper loss.

Trade in Jun

I added about $3k of new shares in Capitaland Ascott, MPACT & BTI and partially sold a tiny bit of PetrolChina at 120% profit (excluding dividend). Sold off Fortune Reit and replace with Far East Horizon Lte (Financing business)

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

Dividends received in Jun2024 from Foreign Investment (Stocks): USD $8580

Interest received in Jun2024 from Foreign Investment (bonds): USD $1139

Interest received in Jun2024 from banks interest/FD/others in US: USD $74

(Newly added) Dividend/Interest received in Jun2024 from retirement account: USD 1900

Realized gain/loss in USD: -1000

Dividends/Interests received in Jun2024 from SGX: SGD 2859

Interest received in Jun2024 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 Jun2024 : SGD$16968

Jun2024 Dividend earned from investment account only: SGD $15495

Counters from my investment portfolio contributing to monthly Dividend/Interest in Jun2024 :


Jun2024 Liquid Financial Asset distribution: