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May2024 Finance update – Monthly Dividend/Interest received $9K
By GlobalPassiveIncome  •  June 5, 2024
May2024 Dividend/Interest received from my investment and retirement account is about SGD $9029. YTD portfolio performance improved to 3.47% and 5.68% if dividend is included. The overall YTD performance has improved greatly this month as US and HKSE portfolio have been very positive. My overall portfolio has been drag down by my S-Reit portfolio that is sitting on a -14% paper loss. Trade in May I added about $29k of new shares in Capitaland Ascott ,CFA, MPACT , 101.hk , 3067.hk,9988.hk, BTI, IBDW and RLJ-PA after selling 24.5 k of my Canadian bank etf zwc.to, Hotel Grand and ABC shares. Net trade ended up $4826 2017 to 2024 Monthly Dividend/Interest earned from Investment Portfolio :


Dividends received in May2024 from Foreign Investment (Stocks): USD $3135 Interest received in May2024 from Foreign Investment (bonds): USD $421 Interest received in May2024 from banks interest/FD/others in US: USD $87 (Newly added)...
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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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