Wednesday, February 14, 2024

Jan2024 Finance update - Monthly Dividend/Interest received $7.7K

Jan2024 Dividend/Interest received from my investment and retirement account is about SGD $7664. Dividend and interest income were collected from more than 31 over counters and ETFs in January. YTD portfolio performance drop to - 0.6% and -0.2% if dividend is included. The drop is due to FED comment that rate cut might be delayed.

Trade in Jan.

There is very little action as I only added 2000 Nikko Reit ETF shares on SGX with some dividend collected in December. 

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


Dividends received in Jan2024 from Foreign Investment (Stocks): USD $3783

Interest received in Jan2024 from Foreign Investment (bonds): USD $640

Interest received in Jan2024 from banks interest/FD/others in US: USD $80

(Newly added) Dividend/Interest received in Jan2024 from retirement account: USD 819

Realized gain/loss in USD: $ Nil

Dividends/Interests received in Jan2024 from SGX: SGD 559

Interest received in Jan2024 from banks interest/FD/others in Spore: SGD 186

SGX Realized gain/loss SGD: Nil

Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Jan2024 : SGD$7664

Jan2024 Dividend earned from investment account only: SGD $6600

Counters from my investment portfolio contributing to monthly Dividend/Interest in Jan2024 :


Jan2024 Liquid Net worth distribution:


Jan2024 Investment/Retirement Portfolio including SSB:





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