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Family Portfolio Management Update-27 June 2023
By Investment Income for Life  •  June 28, 2023
I am currently also handling investments for my wifey and will be documenting this on my blog for ease of personal reference for this portfolio and also for general sharing purpose.  Current passive income generated is around +S$20K per annum from this portfolio (please also refer to my other Investment Portfolios under management which is projected to yield +S$52K per annum). 1.Endowus Income Portfolio (Distribution yield projected: 5.5% to 6.5%) My other half is finally more comfortable with the Endowus Income Portfolio seeing that the underlying funds do indeed pay out a monthly distribution (except for one which is on a quarterly basis). Took me additional efforts to explain that total return must include the interest/dividend cash distribution on top of residual fund value. Hence her short investment stint here is actually still net profitable as she was initially upset that the Endowus Income Portfolio value was a negative....
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By Investment Income for Life
I am an Accountant by training and is currently working in a global MNC in the Supply Chain industry. During my free time, I enjoy reading up on topics such as stock investing, insurance planning and property investment. Since 2012, I have started penning down my thoughts on certain financial matters while striving to achieve financial independence.
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