Apr 2019 - Dividend and Finance Update. Another record month of passive income in 2019.

On the income side of things, April was great with record dividend and interest received from my US portfolio of Preferred,bonds and ETD. This is due to large capital injection from 2018 Nov to 2019 Feb.My US income portfolio generated a total dividend and interest  USD$3457 in April.

Total dividend and interest from my entire portfolio generated SGD 5837. My liquid networth in April 2019 also increase to > SGD 1.5 million due to strong valuation gain from my stock/bond and contribution from my stock option sales.

In Apr, I have taken a few position in new preferred stock  USD10K BPYPP (6.5% yield) , UK ADR USD6.5K  IMBBY ( yield >7.5%), new ETD USD1.8K MGR (5.875% yield).

I cut loss (-USD1388) on one of my bond CBL that has gone into negative rating.

As for local SGX market, I bought 10 lots of Accordia ,20.5 lots of KIT and 14.5 lots of KIT as a result of right issue.

With the April purchase, my projected annual yield from my investment portfolio will hit USD48K (SGD62.4K) . This is one of my 2019 financial goal to hit average monthly USD 4K or SGD5K+ passive income from my investment portfolio.

The market has continued to pop up and has increased our net worth by quite a bit, but makes any  purchase a little harder.I am glad to purchase new preferred and ETD issue that yield close or above 6% at par value.

Passive Income received in Apr2019:

Dividends received in Apr2019 from Foreign Investment: USD $1878

Interest received in Apr2019 from Foreign Investment: USD $1564

Dividends received in Apr2019 from SGX:SGD$471.74

Interest received in Apr2019 from banks interest/FD/others in Spore: SGD$203

Interest received in Apr2019 from banks interest/FD/others in US: USD381

Total D&I Received from investment portfolio: SGD $5837
Trade gain/loss : -USD$1388

YTD Passive income earned: SGD $22328

Dividend/Interest received from investment portfolio:
 

Investment portfolio distribution:
 
Monthly Dividend/Interest earned Y-to-Y changes from 2017 to 2019  Good overall Y to Y growth

Mar and Q1 2019- Dividend and Finance Update

Mar 2019 continues to be a great month for my income portfolio with a total dividend and interest  SGD$6742 collected. My liquid networth in Mar2019 also increase due to strong valuation gain from my stock/bond and contribution from my stock option.

In Mar, I only taken small position in some preferred stock (RLJ-A 7.7% yield) and BPRAP (6.375% yield)  in my US IRA account which was created when I used to work in the US. Not much  opportunity to add any more US bonds or reits as high market valuation due to FED interest rate hold has limited my option for further purchase.  I took profit on my BABA and JD which yield another USD$1757. This brings my passive income to  SGD$9115 for March 2019

As for local SGX market, I bought 10 lots of SIA bond (3.03%) in Mar through IPO. It has been a while I have bought a SGX listed retail bond after my Genting bond was called. There is really no good retail SGX bond due to low interest and high risk compared to the US market. Even the SIA bond is not considered as a good purchase. The only reason for this purchase is meant to park my excess cash.

The market has continued to pop up and has increased our net worth by quite a bit, but makes the buys a little harder. We don't try to time the market though and continue to just throw cash into good companies at fair value. Otherwise, I am happy to sit out the recent rally and collect my dividend/interest to build my warcrest.

Passive Income received in Mar 2019:

Dividends received in Mar 2019 from Foreign Investment: USD $1726

Interest received in Mar 2019 from Foreign Investment: USD $704

Dividends received in Mar2019 from SGX:SGD$3258.9

Interest received in Mar 2019 from banks interest/FD/others in Spore: SGD$207

Total D&I Received from investment portfolio: SGD $6742
Trade gain :USD$1757

YTD Passive income earned: SGD $18327

 

 

Q1 Monthly Dividend/Interest earned Y-to-Y changes from 2017 to 2019