Apr2023 Dividend/Interest received is about SGD $7.5k. This is about 25% increase compare to Apr2022. Portfolio YTD gain including dividend is about 8.6% and this is much better than March as stock market recovered this month. Liquid networth also hit another record high. However, with FED hike in May, the stock market will remain volatile.
One of my largest bond holding ENBA was called and free up USD25k. I have used the available cash to increase my idap.l etf by another USD10k. I have also increased my stake in BABA and GD 270.hk. The remaining was spent on SGX counters Capitaland India, Daiwa and paid for ESR right issue. I have also subscribed another 20k of fresh fund into SSB. This bring my SSB total to $81k. With the new SSB rate coming down to below 3%, this will probably be the last purchase of SSB.
Previously, I have been sitting a huge amount...