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Dec2020-Monthly and FY Finance/Portfolio dividend/interest income update
By GlobalPassiveIncome  •  January 3, 2021
Investment Portfolio valuation on 31st Dec: $1.023 million (gain 0.8%, +6.36% inclusive of dividend) Dec 2020 Monthly Investment Portfolio Dividend/Interest received: $4.78K FY2020  Investment Portfolio Dividend/Interest collected in 2020: $56K FY2020 Total Realized and Unrealized gain/loss:-$43K (-2.88%, +1% inclusive of dividend) FY2020  Total Realized gain/loss: -$52K My dividend/interest received in 2020 help to cover my portfolio realized loss. Overall, I am sort of break even based on total Realized and Unrealized gain/loss. As an old economy investor , my portfolio consist mainly of dividend seeking Property(reit), O&G, and Finance(Euro) counters which did not fare too well in 2020. In the last few month, I have been doing a lot of portfolio rebalancing by selling almost all my high risk O&G MLP and low grade Reits counters which resulted in huge realized loss of 52k. In replacement, I have bought mostly large cap index stock from LSE and HKSE and some ETF from SGX...
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By GlobalPassiveIncome
Started fixed income investing with the aim of collecting consistent dividend and interest monthly while protecting my principle capital. I invested mainly in reits ( local and overseas), MLP (overseas) , US bonds and preferred stock (or perpetual shares). For my overseas investment, I spend quite some time researching securities that will avoid withholding tax. Currently achieved 62K annual dividends and interest. My target is to achieve SGD100K or USD75K passive income before I retire in my early 50s.
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