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Jun2024 Finance update-Monthly Dividend/Interest received $18.2K 1H24 total $63.5k
By GlobalPassiveIncome  •  July 2, 2024
Jun2024 Dividend/Interest received from my investment and retirement accounts hit ATH at $18.2K and first half total is $63.5K. The record income come from many HKSE and LSE dividend counters which I have been loading (close to 415k) in the last 2.5 years. You can check the counters distributing income for the month of June below. I have increased my investment capital by around 30+% since 2022. Back in 2022 H1 investment income was around $39k (Jun2022 dividend/interest income). In comparison, my current investment income has increased by 57.5% . YTD portfolio performance is 2.62% and 5.65% if dividend is included. The overall YTD performance has dropped slightly this month due to high number of ex-dividend date on my counters. My overall portfolio is still been dragged down by my S-Reit portfolio that is sitting on a -15.5% paper loss. Trade in Jun I added about $3k of new shares in Capitaland Ascott, MPACT & BTI and partially sold a tiny bit...
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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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