...just 3 months ago the 3rd milestone of 20k was reached earlier than expected, last month we also raised our personal year-end forecast from 23k-25k to 25k-28k and now, 1 month later, we are pleased to have to raise it again.
The new target is now 27k-30k and should the upper limit be reached here, the last 10k would be realized in just 6 instead of 10-12 months.
Some people may smile at this numerical example, but this is still a boring dividend portfolio đ€«
...but a quick look at the facts...
...September, even if it wasn't my strongest month, delivered average results in contrast to the past, but we probably owe that more to the Aprilđ correction than to the usual course of events...
...for the year as a whole, as I mentioned at the beginning, things are still looking pretty good...
...and more than satisfactory over the entire term so far đ«
Above all, however, because the currently forecast dividend value for 2026 is mathematically a good ~27% of the average annual investment amount or, to put it another way, this increases by a good ~27% on its own (without taking into account any increases/caps) đȘđ»
Which brings us to the topic of dividends...
...September was a good month and, despite the still modest portfolio value, brought us a monthly dividend of âŹ275.42 net (gross âŹ298.99) for a good reinvest đ€
There was also a small change to the portfolio itself this month:
ăđą Top 3
$3750 (+0.33%) +35,19% (+74,45%)
$HSBA (+0.17%) +9,41% (+23,42%)
$RIO (+1.35%) +4,91% (+5,95%)
ăđŽ Flop 3
$HAUTO (-1.58%) -8,32% (+44,10%)
$BATS (+1.74%) -6,64% (+80,26%)
$1211 (-1.36%) +1,28% (-16,36%)
ăDisposals
$PETR4 (-0.02%)
$JEGP (+0.27%)
ăAdditions
$DTE (-0.35%)
$WINC (+0.08%)
ăIncreased
$DTE (-0.35%)
$VAR (+0.26%)
All in all, a good look back at the future đ
Wishing everyone a nice rest of Sunday and a good UPtober together âđ»