It's time for the monthly cash machines again. I'm very satisfied with the Rex $ASWM (-0.05%) , and I’ve even added to my investment in the meantime. As for YieldMax $YYYY (-0.79%) , I’m still torn about whether I shouldn’t just sell it off.

Even though the month of April was only average from my point of view, there are still a lot of positive things to report so far...

...on the one hand, all the sweating and work was probably worth it after all, because after the health-related interruption to my further training, I was able to successfully tick off the last IHK exam (tax law) and can now officially call myself a "financial accountant" 🫠😊

Now the certifications (bookkeeping/payroll accounting) in DATEV follow and then the whole thing is complete...

...well, Schalke also got promoted at the weekend 💙🫶💙💙🫶💙

And last but not least, the next small milestone was reached today, 3 months earlier than planned 💪🏻

Shows me at least that everything together is on the right track...

》But let's stick to April for now 《

Even though it was one of the few months in a long time where we didn't close above the market result, everything is in the green and, as already mentioned, the next milestone was also reached 3 months before the target...

...for the year as a whole, things have been pretty stable so far and are just purring along...

...although my approach is also rather conservative and based on value and dividends in the long term without hype and co...

...so at the end of the month I will have my 3rd full year on the stock market and in my opinion the whole thing doesn't look too bad 😊

Especially as the dividends have already built up a really good positive cash flow after this short time, in addition to the monthly savings installment, and so the snowball starts rolling all by itself...

》Dividends《

This month there were €374.69 in net dividends, which is an increase of 129.45% YOY...

...overall, the YOC ratio is now 6.734% and is slowly approaching my targets 👍🏻

》TOP 3《

$ASWM (-0.05%) +19,09% (+9,64%)

$EVD (-1.12%) +11,54% (+10,38%)

$YYYY (-0.79%) +10,14% (-1,18%)

》FLOP 3《

$MUX (+0.82%) -15,50% (+8,47%)

$DTE (+1.91%) -14,58% (+0,98%)

$3750 (-2.51%) -3,83% (+85,05%)

》Acquisitions《

none

》Disposals《

none

》》Conclusion《《

Things can't always go steeply uphill, but as long as the bottom line is that things are going steadily uphill, everything is fine and I wish us all continued success 🤝

After switching from Baader Bank, it became clear that scalable was the worst of the five banks in terms of punctuality of dividend payments.

However, the $YYYY (-0.79%) came on time today, whereas in the previous months I had to wait an average of five to six days for the money to arrive in my account.

Perhaps they have actually worked on this.

With the ETF itself, it's the usual tragedy with payouts that have been falling for months. 😕

...just keep calm fingers and...

.oO(despite all this, the portfolio is still in the ATH region)

...therefore continue to buy/re-buy in a targeted manner, continue to stick to your own strategy and the dividends will come all by themselves anyway 👌

So it's best to just relax, hop in and enjoy later...

🦘📉🦘📈🦘📉🦘📈🦘

As some of you may have noticed, things have become a little quieter around me and my constant news flow, or rather, for certain reasons, I have stopped writing for the time being.

There are several reasons for this...

...on the one hand, I received a "nice" email from Getquin itself, on the other hand, my training, which was previously interrupted due to an urgent operation, will finally continue in April and the last IHK final exam (accounting specialist) in the field of tax law is coming up after a short time, so you have to sit on all 5s and do something about it.

After that, the certifications from DATEV itself, i.e. "DATEV accounting/DATEV payroll accounting", are still on the agenda and so I'm busy cramming, learning and implementing until the end of the year, in addition to everything else...but nothing comes from nothing.

I also don't really like some developments, grades, dictation and the constant reduction in services, even for premium customers, on the part of the platform operators...

...regardless of the fact that I can't really do anything with the coins I've collected so far anyway, the whole thing about the coins has gone up in smoke and mirrors...

...I don't really need overpriced caps, T-shirts and the like for coins either, I'm not a free or at my own expense free advertising medium and it doesn't help if you get an e-mail with a thank you for the arrangement and a stupid note at the same time...could have sent an appreciation or supporter package for the "arrangement" on their own initiative without a stupid hint...it's more common in the market...but no matter, the community support from Getquin is more and more like falling asleep...at some point the tingling just stops 😅

Be that as it may, February was a relatively good month this year despite all the capers...

...even after tearing several small ATH's, it has positioned itself today, just below the last one 😊 ...but also in the overall view of the year...

...it still looks quite good so far and even in the long term, everything is in the green 👍🏻

So now it's time to keep the ball rolling and stay true to our own strategy, which should pave the way for further growth with Orange.

In addition to value, the focus was of course once again on my beloved dividends and so last month there were €133.34 in net dividends, which represents an increase of 38.85% in the YOY and will be further expanded over time. The good months are still to come....😊

》Top 3《

$HAUTO (+0.9%) +26,34% (+64,76%)

$DTE (+1.91%) +23,34% (+20,19%)

$VICI (-0.43%) +8,89% (+25,35%)

》Flop 3《

$ASWM (-0.05%) -8,54% (-4,05%)

$YYYY (-0.79%) -6,43% (-9,68%)

$1211 (-1.48%) -3,95% (-13,58€)

》Purchases《

$1211 (-1.48%) 10x

$PID 35x

Apart from that, there wasn't really much else worth mentioning this month...

...so in this, wishing everyone another good hand...see you soon 👋🏻

I have added a new position to my portfolio: YieldMax Big Tech Option Income.

Before the wrong expectations arise:

This is not a classic dividend growth stock. This is not about steadily rising distributions from corporate profits, but about ongoing cash flow from a covered call strategy on big tech stocks.

So why is it still interesting?

Because volatility is not annoying here, but is paid for. Monthly distributions, clear strategy, focus on the heavyweights of the tech world. For me, it's an income supplement, not a substitute for quality stocks with real growth.

For me, dividend growth remains the task of companies that increase their profits.

YieldMax takes on a different role: delivering cash while others wait.

Not a panacea. Not a core investment.

But definitely worth a look as a supplement for anyone who wants predictable cash flow.

$YYYY (-0.79%)

$YYYY (-0.79%)
$ASWM (-0.05%)
#dividendentier

...the story continues 🫠 #dividendentier

What a start to the new year - everything from high spirits to geopolitical tensions to a historic correction - and it seems to be continuing just as turbulently as it began...

...but despite the events and the fact that there were only 2 small additional purchases last month, these circumstances don't really seem to bother my portfolio and so a new ATH was reached on the penultimate trading day and closed just below it on the last day.

I am quite satisfied with the 4.70% achieved under the circumstances and it shows me that my selection (.oO dividends do not hurt) is not so bad at all in order not to get under water even in such waters.

In the long term, my strategy continues to pay off positively and there is no reason for me to really change anything here...

...except that this year there will be a little more focus on growth in addition to dividends.

Which brings us directly to the next topic...

...after a good +3804.58% dividend growth in 2024, it was another +148.57% last year and, with the +40.37% forecast so far this year, should easily be enough to achieve my basic target of €2000 net dividend.

In my view, the overall rate of return is also suitable for the time being and will of course change somewhat over the course of the year...

...it is also fitting that January is a somewhat weaker dividend month, but still tastes good with a net dividend of € 104.16.

》Single stocks top 3《

$HAUTO (+0.9%) +11,28% (+35,55%)

$RIO (+1.48%) +10,28% (+41,03%)

$VAR (+5.28%) +9,50% (+10,20%)

》 Individual stocks Flop 3《

$YYYY (-0.79%) -7,96% (-4,27%)

$3750 (-2.51%) -2,58% (+46,54%)

$VICI (-0.43%) -0,84% (+17,41%)

》Additions/departures 《

none

》Increased《

$VICI (-0.43%) (10x)

$1211 (-1.48%) (10x)

Apart from that, there were 2 other pieces of positive news in my private life...firstly, the next check-up is still without findings and secondly, I now have confirmation from the pension provider that I can continue my further training as an accounting specialist (IHK) this year, which was interrupted by the operation. What's more, this will now be taken a little further and I'll also be taking the certification in DATEV and DATEV payroll accounting at the same time...can't hurt 🤫👍🏻

And so I wish us all continued good luck, a nice rest of the Sunday and maximum profits ✌🏻

... $YYYY (-0.79%) I'm not worried, it was also the only CC to recover from April 2025 and it just keeps on $ASWM (-0.05%) just keeps on running 💪🏻

#dividendentier