Another quarter is behind us, and after this past đŠ month, I find it amusing to note that this year, it seems the last month of every quarter always ends up in the red...
But that doesnât really bother me right now, because when viewed on a quarterly basis, everything still fits well into the overall picture...
...and from an annual perspective, things arenât looking too bad so far either...
...for a relatively conservative, dividend-focused portfolio that isnât heavily weighted toward tech, so everythingâs still within reason...
...and from a long-term perspective, everything continues to fit into the overall strategy.
Sure, things can always go better, faster, higher, and further, but considering the resources and the overall conditions, everything is perfectly within the target range đ«
ăDIVIDENDSă
Despite the pesky taxes, this month still yielded âŹ215.63 in net dividends, corresponding to a YOC of 6.28 (target range between 6â7%).
ăTOP 3ă
$HAUTO (+0.77%) + 9.89% (+147.82%)
$ASWM (+1.41%) +4.31% (+24.81%)
$VAR (-0.98%) +0.86% (+70.93%)
ăFLOP 3ă
$AII (+2.83%) -19.10% (+19.85%)
$3750 (-0.6%) -16.85% (+87.16%)
$DTE (+1.9%) -8.15% (-4.61%)
ă NEW ADDITIONS ă
43.95 x $WINC (+0.79%)
24 x $AII (+2.83%)
10 x $MUX (+1.96%)
1 x $MUV2 (+2.11%)
ăDISPOSALSă
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ăCONCLUSIONă
Everything remains the same, except that the final certification (DATEV LuG) is still pending this month, and with the change of the month, weâll also have to complete the move into our new apartment.
With that in mind, things continue to be exciting, so I wish you and your portfolios all the best đđ»
