Portfolio Returns for May 2026

I felt it would be good to track the returns of my portfolios regularly since they fluctuate frequently depending on the stock market.

Here are the movements for this month. USA portfolio went up sharply, because I took advantage of the SP500 all-time highs to sell off some of my bad-performing stocks. So as to do rebalancing. 

Movement for the Robo-Advisors:

                                            

Below are the time-weighted returns of the Income Funds. 

Additionally, I think it will be interesting to see the breakdown of my portfolios in percentages (below). 

Market trends from the last 30 days: 

• Equities rallied strongly, led by AI and tech

• U.S. indices like the S&P 500 and Nasdaq climbed sharply, powered by enthusiasm around AI infrastructure and semiconductor demand.
• Mega-cap tech companies such as NVIDIA, AMD, and Microsoft were key drivers.
• However, gains became increasingly concentrated in a small group of stocks, which can make markets more fragile.
• SP500 reached all-time highs

• Inflation fears returned

• Stronger-than-expected inflation data caused markets to worry that central banks may delay interest-rate cuts.
• Investors began repricing the “higher for longer” interest-rate scenario.

• Oil prices surged due to geopolitical tensions

  • Crude oil prices jumped above $100/barrel amid Middle East supply concerns.
  • Rising oil prices increase inflation pressure and can slow consumer spending.
  • Energy stocks outperformed while broader markets weakened late in the month.

 

 

Dividends for Apr 2026 - Towards 5k a month

Here are my dividends for Apr 2026:

                                    

So I collected $870.78 in dividends for this month.  

In case you are wondering, some stocks are repeated because I have 2 brokerage accounts.

Here are my monthly dividends over the last 6 years:

Here are the dividends I collected every year until the current day:

My total dividends collected from 2019 till now: $134,680

Here is the progress of my average monthly dividends over the years:

There are only 4 data points for 2026 so far, and the avg dividend for 2026 will likely change as the year progresses. 

I plan to first receive $2500 (achieved), then finally $5000 in dividends every month on average.

By simple projection of the above chart, I will only hit my target of 5k a month in dividends after 2027.

Additionally, I share the interest I received from the various banks for the deposits this month:

Also, in this month, I made $37.9 from my side hustle - GrabFood delivery. 

All in, I made $1,186 this month from dividends, interest, and food delivery.

Onwards!