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A brief H1 2025 financial update on my portfolio as almost everything hit all time high!
By GlobalPassiveIncome  •  July 5, 2025
Writing a brief H1 2025 financial update on my portfolio as almost everything hit all time high! Frankly speaking, I never expect such a performance as a dividend investor. Looking forward to second half of 2025 , I will be expecting more disruption from Trump policies while hoping that interest rate will be cut which will be beneficial for my REITs and bonds holding in my portfolio. Both of them have been a drag to my overall portfolio in the last few year. However, like all undervalued stocks with high dividend I have bought, they will continue to compound while you wait for its fair value. Lastly, I hope everyone is doing well and continue to stay the course in your investment journey. My Interactive broker account YTD performance ATH My 2025 monthly dividend collected hit ATH using MoM comparison since I started tracking it 8 years ago. H12025 dividend has grown 14% YoY compare to H12024...
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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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