Friday, June 19, 2026

Portfolio Returns for June 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. This is the first time I noticed that in terms of simple returns, my BCIP(STI ETF) portfolio gives better returns than the SPY/VUSD portfolio. This is because I have held the BCIP(STI ETF) portfolio for a longer time. 




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: 

  • The main event is the signing of the US-Iran war peace deal

- MOU signed June 19 in Geneva, but it's a framework, not the final deal

- 60 days to negotiate the permanent settlement (nuclear program, sanctions, IAEA/UNSC resolutions)

- Hormuz reopens immediately (pending mine clearance)

- Iran reaffirms no nuclear weapons under NPT; broader nuclear program still unresolved

- ~$24B in frozen Iranian funds unfrozen, half upfront

- Lebanon ceasefire included, but Israel isn't withdrawing from southern Lebanon

- Already a dispute brewing over whether US must release funds before next talks begin

- Already there are talks of US hardliners and Israel's dissatisfaction to the deal




 





Monday, June 8, 2026

Dividends for May 2026 - Towards 5k a month

Here are my dividends for May 2026:

                                    


So I collected $3,422 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 8 years:




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



My total dividends collected from 2019 till now: $138,102

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






There are only 5 data points for 2026 so far, and the average 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 $9.50 from my side hustle - GrabFood delivery. 

All in, I made $3,726 this month from dividends, interest, and food delivery.

Onwards!