Investment and Dividend for the month of May 2025

-

Dear all, 

With the tariff war looming to a strange ending, most of my investment managed to recover and grow for the month of May. 

It is almost mid month when I finally get the confirmation of dividend of Multi-Sector Income fund

May 2025 Dividend Received

Multi-Sector Income Fund - $521.75

US Income and Growth Fund - $527.32

SYFE Pimco Fund - $68.24

Trust Income Fund - $5.20

Total Dividend Received - $1,122.51

There is a slight increase of $0.45 dividend earning. This is a surprise considered that I invested over $1,000 into SYFE Pimco Fund. I did a check with the SYFE administrative. I was told that I invested after the dividend was declared and calculated hence, my investment was not taken into consideration when the dividend is calculated.

May 2025 Investment 

Total Investment amount  made for May 2025 - $1,220 

I had invested $1,220 into SYFE Pimco Fund to continue my strategy to reduce my reliance on Multi-Sector Income Fund and US Income and Growth Fund which both of them are still above 90% of my total investment. I will be looking at driving it down to 25% for each fund. Eventually, I will be looking at having a 10% portfolio in each of these funds. 

P.s. Not a financial advice. Please treat this as the rambling of an middle age uncle.

Comments

Post a Comment

Popular posts from this blog

Inclusive Career Fair 2025

-
Image
 Dear all,   I went to the inclusive career fair held at Raffles Place Wework Office on 21 Jun 2025.  While the career fair was held for LGBTQ in mind, I registered to go to the fair with the intentions to find out if there are any job opportunities for people with conditions such as cancer survivors, cancer patients or people who need special care (i.e. dialysis).   I went in with an open mind not knowing what to expect. I waited patiently at 9.50am and was surprised to see many people waiting patiently for the registration for the events. There was security check and the security personnel were very pleasant and professional in their job. I waited patiently for my turn for the registration. The organizer was very efficient in the registration.   I was surprised to see many of the famous companies in the fair such as Apple, Citi group, Air BnB, Property Guru and Stan Chart. There was even a company called The Standard, a boutique hotel just started op...
Read more

My 45th birthday and an update on my monthly individend.

-
Image
Hi all,  I just realised that I had been everywhere in the blog. I am not a professional blogger or I am selling anything so I do not think about what I want to post till I am right in front of the computer. Perhaps I should do better planning in the days ahead.  Talking about planning. I think I should set targets but let me sit on it first. My Syfe Pimco Fund was transferred from other Syfe accounts and was fully invested. It seemed to take a week from the transfer of the fund to the purchase of the units in Syfe. To gain monthly dividends payout from the Pimco fund, I would need to invest at least $5,000 into it. Plus the $570 fund invested this week, I had invested about $4,200 into the fund. Yet to see or hear anything about the dividend yet. I will be pushing another $1,000 into the account so that I could get to see the cash dividends. On another hand, for both my income funds which I invested through GE, I had received a grand total of $1,037 dollars ($517 for one and ...
Read more

Happy 2025 and a new road ahead

-
Hi all,  Happy 2025 to everyone who may read the post now or in the future. This is the first blog I have which I find mean and purpose in. 2024 was not a happy year for me. From a regular check up, the scan found a 5.1cm nodule which turned out to be a thyroid cancer. It was a stage 1 thyroid cancer whereby I underwent a surgery and radioactive iodine treatment. All my cancer cells were successfully removed. What is left would be regular clinic visits and blood tests. With the help of my insurance agent, I was able to make full claim on my early critical illness payouts. It is a nice amount of money even through it is not going to make me rich to retire for good. It was early Dec 2024 when I received the payouts after much questions from the underwriters but I got it. My thyroid cancer was stage 1 so I am healthy to go back to the workforce almost immediately. I sat on the money and started to look at ways I could spend the money. It was tempting and because of all th...
Read more