Monday, March 4, 2024

Feb2024 Finance update - Monthly Dividend/Interest received $8K

Feb2024 Dividend/Interest received from my investment and retirement account is about SGD $8003. Dividend and interest income were collected from more than 30 over counters and ETFs in Feb. YTD portfolio performance improved to 0.3% and 1.07% if dividend is included.

Trade in Feb.

There is very little action as I only added 2 bond etf LQDE.L and LKOR after one of my bond is matured. For HKSE, I also added small stake of 6823.hk HKT using some left over HKD dividend in Jan.

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



Dividends received in Feb2024 from Foreign Investment (Stocks): USD $2251

Interest received in Feb2024 from Foreign Investment (bonds): USD $765

Interest received in Feb2024 from banks interest/FD/others in US: USD $61

(Newly added) Dividend/Interest received in Feb2024 from retirement account: USD 1033

Realized gain/loss in USD: - $40

Dividends/Interests received in Feb2024 from SGX: SGD 2456

Interest received in Feb2024 from banks interest/FD/others in Spore: SGD 203

SGX Realized gain/loss SGD: Nil

Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Feb2024 : SGD$7951

Feb2024 Dividend earned from investment account only: SGD $6377

Counters from my investment portfolio contributing to monthly Dividend/Interest in Feb2024 :


Feb2024 Liquid Net worth distribution:



Feb2024 Investment/Retirement Portfolio including SSB: