Mid Year Review (5) – Tracking Well, 3.54% Dividend Yield YTD

I measured the success of investment by the dividends that I get. I am an income investor. My investment aim is to build a portfolio that would provide me with adequate passive income when I retire. As the title suggests, the dividend yield of my equity portfolio as at 12 Aug is 3.5%. The last …

Mid Year Review (4) – Growing my Index Portfolio Steadily

Followers of my blog would know that besides my equity portfolio, I have an index portfolio that I mentioned periodically. Started in 2017, it has since quadrupled in size. Different from my equity portfolio, my index fund portfolio is made up fully of ETFs. Furthermore, it goes beyond just equity ETFs to include Bond, Gold …

Mid Year Review (3) – SG saves the day

The returns of my US and HK stocks have been disappointing - see previous posts. My SG stocks are holding up much better. In fact, STI index is up 4% year to date. Like its US counterparts, it hit the lowest point in mid June this year but has since recovered strongly. Photo by Maxim …

Still Staying Invested

Fear is common and understandable I know of a few people who got so terrified by the recent sharp decline in the US stock market that they decided to sell off all their stock investments (apparently) at a loss and keep the capital as cash. But who can blame them when we saw the value …

Focus on Reits Yielding 5%

Many of you are aware that my long term target yield for my portfolio is 5%. I believe it is a sustainable yield and it has been a target that I have been working on for sometime for my passive income post retirement. Just to put some numbers in ... assuming my family need $80k …

Dividend Yield 4.6%

All in all, my portfolio has produced a yield of ~ 4.6% this year - a shade that lower my long term target of 5.0% but slightly better than my target of 4.5% set for this year.

4.7% Dividend Yield on Equity Portfolio

4.7% dividend yield is the final outcome after all the hardwork this year. Total dividend received in 2020 was 85% of 2019 amount - which is expected given this COVID year. This is actually better than the 4.5% yield that I was expecting back in July when I wrote about it. This outcome was helped …

Index Portfolio Review

Throughout the years, many of my blogs were focused on equities investment and the dividends that I receive from them. So, I will skip the review on the equities (which achieved my aim of 5% dividend yield) and start with a review on index portfolio as we countdown in this last week to the new …

My Star Dividend Contributors Revealed

Following my post yesterday, some of you had inquired about my dividends. Sorry I am not comfortable to reveal the amount but I am happy to share my STAR dividend contributors in Q3 and also Year-To-Date. To Recap, my dividend yield year to date is 4.5% on cash investment. It is spread out relatively well …

4.5% Yield Year-To-Date, helped by Leverage

The last company on my watchlist reported its quarterly results and dividend declaration on 14-Aug. Along with that, I was able to establish that my dividend yield on cash investment (up to today) is 4.5%. I do not see an issue meeting my 5.0% target by end of the year. My dividend yield received a …