4H·

Monthly Recap 08/26 and Next Milestone...

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...another month has come and gone, and nothing has really changed—except that the milestone isn’t a stock market event, but rather my passing the DATEV certification exam (Law Firm Accounting/Financial Accounting) 🥳


"But investing in yourself often pays off much more than just stubbornly clinging to the old ways."


Other than that, there wasn’t much spectacular happening, except for more gradual growth...

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...so things continue to look good month-over-month and are still on track for the year...

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...the same trend can be observed in the overall view...

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...so even though this isn’t a high-flyer portfolio, I’m still looking to the future with confidence, despite all the ups and downs.


And of the last 10% to reach the halfway point, another solid 1.5% has now been achieved (maybe there’s still room for growth @Solitair )


》DIVIDENDS《


Unfortunately, this month’s net total was only €91.53 (-13.77% YOY), but that’s because one stock won’t pay out until next month and another is paying out less.


Looking at the year as a whole, the YOC stands at 6.78%, which is still close to the 7% target, despite investments in growth stocks.


》TOP 3《


$AII (-0.13%) +53.08% (+61.44%)

$DTE (-0.21%) +5.70% (+3.76%)

$YYYY (-0.64%) +5.82% (+1.01%)


》FLOP 3《


$BATS (+1.23%) -8.92% (+98.49%)

$3750 (-1.12%) -4.83% (+117.94%)

$HSBA (+1.56%) -4.60% (+84.70%)


》NEW POSITIONS《


44.14 x $WINC (-0.42%)

65 x x $FTWG (-0.47%)


》DISPOSALS《


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》CONCLUSION《


Everything remains the same, and personal education and professional development continue to be key to success...


With that in mind, here’s to continued success for all of us here in the community 💪🏻

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8 Comments

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Congratulations on your certification! Do you have your own law firm, or was this part of a continuing education program?
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@InvestingJourney No, not a law firm, but continuing education so I can get a job at any law firm—and next up, or actually happening right now, is LuG 👍🏻
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@SAUgut777 really cool 👍
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YTD has been really strong—I'm sure there's still room for growth between now and Christmas. Congratulations on passing your exam!
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Strong YTD!
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I see Batman xD
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@OberstvonGatow In the monthly view, that might actually be true 🫣🤫😂
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That looks AWESOME. And congratulations on the certificate!
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