Thursday, September 5, 2024

Aug2024 Finance update - Monthly Dividend/Interest received $11.75K + $32k realized gain

 Aug2024 Dividend/Interest received from my investment and retirement accounts is $11.75K plus $32k realized gain from 2 stocks that have made 358% and 268% profit respectively. Total investment income is $43.75k in Aug 

YTD portfolio performance is +11.8% and +16.1% if dividend is included. Valuation of my investment portfolio has hit another record high after strong recovery of S-Reit and bond counters. 

Trade in Aug

The 2 stocks sold are RCL and IRM as they hit all time high. Previously, I have bought RCL for the onboard credit as I am a frequent cruiser. IRM was bought for its dividend. I was pleasantly surprised by both gains as I am basically a dividend investor.  After a huge run up, I decided to sell them for a profit and has since recycle about 2/5 of the capital into other higher yielding stocks.

I bought LGEN, IDV , NML , 3190.hk and MPACT with the proceed from selling RCL and IRM.

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

Dividends received in Aug2024 from Foreign Investment (Stocks): USD $4144

Interest received in Aug2024 from Foreign Investment (bonds): USD $619

Interest received in Aug2024 from banks interest/FD/others in US: USD $77

(Newly added) Dividend/Interest received in Aug2024 from retirement account: USD 1201

Realized gain/loss in USD: 24605

Dividends/Interests received in Aug2024 from SGX: SGD 3705

Interest received in Aug2024 from banks interest/FD/others in Spore: SGD 189

SGX Realized gain/loss SGD: Nil

Total dividend and interest from my investment portfolio + bank/money market/retirement account + trading gain/loss generated in Aug2024 : SGD$43735

Aug2024 Dividend earned from investment account only: SGD $9898

Counters from my investment portfolio contributing to monthly Dividend/Interest in Aug2024 :
Aug2024 Liquid Financial Asset distribution:



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