Review April 2026

Hello folks,

Here's my review of April 2026. Once again, you can see that a dividend portfolio cushions the bad months well, but doesn't take as much in the good months. Over the year as a whole, I am now on a par with the S&P 500.

📈 Performance:

S&P500: +9.50%

MSCI World: +8.00%

DAX: +7.10%

Dividend portfolio: +3.94%

My high and low performers in March were (top/flop 3):

🟢 ($TXN (+3.63%) ) Texas Instruments +43.62%

🟢 ($UNH (+0.68%) ) United Health +35.34%

🟢 ($CSCO (-2.71%) ) Cisco +16.72%

🔴 ($DTE (+1.55%) ) Telekom -10.58%

🔴 ($HSY (+0.08%) ) Hershey -11.82%

🔴 ($TSCO (-2.33%) ) Tractor Supply -26.20%

Dividends:

April 2026: € 379.73

April 2025: € 273.28

Change: +38.95%

Unilever only paid out its dividend in April this year, last year it was already in March. E.ON also paid out dividends in April, last year only in May.

Adjusted, this would mean an increase of 24.20%. Still a lot, but not quite as much.

Sales:

🟥 None

Purchases:

🟩 Unilever

Savings plans:

($CTAS (-0.44%) ) Cintas (50€)

($MC (+5.41%) ) LVMH (50€)

($MSFT (+0.04%) ) Microsoft (25€)

What else has happened?

As planned, I finished building up my nest egg in April. However, it's gone straight away because I decided to buy a photovoltaic system after all. Even though it's a big investment, it's simply worth it. At the same time, I also need to access some of the money that is earmarked for paying off my first home loan in four years' time. Of course, this will set me back a bit and will slow down further construction and expansion. Repaying the loan is a very high priority for me. But if I see the photovoltaic system as an investment and take a look at the IRR, then that's also quite nice. Unfortunately, it's not obvious, but you have to keep it in mind.

Otherwise, I will reorganize my ETF portfolio. Everything will be simplified. But maybe a separate post about that. @DonkeyInvestor will be pleased.

🥅 Goals for 2026:

I'm trying to reach €85,000 in my dividend portfolio this year. I'm currently at around €77,000, which is still within my target range. The price increases have given me a helping hand. Overall, it's going to be a bit more sporty than I thought.

If you liked the report and would like to read more, you are welcome to follow me,

If you're not interested, you can keep scrolling or use the block function.

A@nitroxx

Great report, I can understand it 100%, from my own experience the nest egg in solar is in good hands with my own home. I also have to pay off part of the financing next year, even if I would rather invest the money, I'm afraid that with the interest rate situation it's more worthwhile to pay it off

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Ella M.@DividendenWaschbaer

56Min

@nitroxx In any case. I currently have a (KfW) interest rate of 0.75%. I'd be stupid to make a special repayment. But in 4 years it will look different.

It's just a shame that this slows you down. As I've already written, a photovoltaic system also generates a return, if you like. You just don't see it.
And there's almost no need to talk about loan repayments 😁

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Kai@Dividenden-Sammler

49Min

Nice contribution. I was pleased to read it and hope for more in the future. What was new to me or did I just forget that you are also pursuing a dividend strategy like me. I'm curious to see how it develops for you and even that I should finally follow my last months so that it fits here again.
And solar investment ... look at it this way, you'll save energy costs in the future that you can then also use in your portfolio.

40Min

@Dividenden-Sammler You must have missed that. I've always been called a dividend raccoon and have always pursued a dividend strategy 😅

Yes, I hope to at least save on electricity costs. I can only really imagine it when I see it. Until then, I don't think it will work for me (for whatever reason 😂)

38Min

@DividendenWaschbaer ok is kind of logical. I guess I was a little bit lost 😀.