Another short weekly update with purchase.
#dividend
#dividends
#dividende
#invest
#investing
#etf
#etfs
$SHEL (+0,18 %)
$TTE (+0,04 %)
$CVX (+0,7 %)
$XOM (+0,72 %)
$BP. (+0,99 %)
$ENB (-0,9 %)
Puestos
231Today I invested in $SHEL (+0,18 %) .
Bought 8 shares at an average price of €30,66 per share including transaction costs.
In total I now own 157 shares, this gives me +- €200 per year in dividend.
#dividend
#dividends
#dividende
#invest
#investing
#etf
#etfs
$SHEL (+0,18 %)
$XOM (+0,72 %)
$CVX (+0,7 %)
$ENB (-0,9 %)
$BP. (+0,99 %)
$TTE (+0,04 %)
Midsummer should be in full swing in July, but summer prefers to take a breather. While the temperatures outside were rather cool for most of July, which fortunately didn't keep me from swimming and hiking, it was hot in the depot. Time for a look back.
Overall performance
In July, the portfolio made a significant leap upwards, possibly due to further crypto adoption, good labor market data, robust quarterly reports and a further decline in inflation in a positive environment. The big icing on the cake is of course the continued incoming cash flow from dividends and distributions. My key performance indicators are:
Performance & volume
Size of individual share positions by volume in the overall portfolio:
Smallest individual share positions by volume in the overall portfolio:
Top-performing individual stocks
Flop performer individual shares
Asset allocation
My asset allocation is as follows:
Investments and subsequent purchases
Here is a small overview of what I have invested via savings plans according to my fixed planning.
In addition, there were the following additional investments from returns, refunds, cashback, etc. as one-off savings plans/repurchases:
Additional purchases were made:
If you want to know how my cashback pension tops up my share and ETF pension, please let me know.
Passive income from dividends
My income from dividends amounted to € 222.47 (€ 93.27 in the same month last year). This corresponds to an increase of +138,52 % compared to the same month last year. The following are further key figures on the distributions:
The top payers are:
My passive income from dividends (and some interest) mathematically covered 27.12% of my expenses in the month under review.
Crypto performance
My crypto investments have also moved:
Crypto remains exciting for me. Due to many external influences (ETF inflows, treasury companies, Genius and Clarity Act, ...), the question arises as to whether the cycle theory is beginning to falter. Or not? Will it be different this time?
Performance comparison: portfolio vs. benchmarks
A comparison of my portfolio with two important ETFs shows:
Outlook and conclusion
Crypto remains exciting for me. Due to many external influences (ETF inflows, treasury companies, Genius and Clarity Act, ...), the question arises as to whether the cycle theory is beginning to falter. Or not? Will it be different this time?
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Then follow me on Instagram:
📲 In addition to the portfolio and budget review, you'll also find regular posts there: @frugalfreisein
👉 How was your July at the depot? Do you have any tops & flops to report?
Leave your thoughts in the comments!
Today I invested in $SHEL (+0,18 %) .
Bought 8 shares at an average price of €30,985 per share including transaction costs.
In total I now own 149 shares, this gives me +- €190 per year in dividend.
#dividend
#dividends
#dividende
#invest
#investing
#etf
#etfs
$SHEL (+0,18 %)
$XOM (+0,72 %)
$CVX (+0,7 %)
$ENB (-0,9 %)
$BP. (+0,99 %)
$TTE (+0,04 %)
This investment portfolio is for long term, focussing on buy and hold forever stocks.
I also put some growth stocks in for 5/10 years.
24 years old and i invest €1000 per month and i want to keep it under 15 positions.
I also think about putting it all in 1 etf, but it has to give me some nice dividend, maybe some suggestions or do you guys have some tips for improving my portfolio?
Some stocks that are now catching my eye:
$ALV (-0,28 %)
$AD (-1,56 %)
$VZ (-2,28 %)
$JNJ (-0,95 %)
$SHEL (+0,18 %)
$DTE (-0,38 %)
$KPN (-0,73 %)
$NN (+0,07 %)
$KO (-1,7 %)
$MCD (-0,68 %)
$NESN (-0,45 %)
Added 17 $SHEL (+0,18 %) and 52 $F (+2,25 %) to my account -> €58,19 extra dividend/Y
A portfolio that supports long-term, solid growth and remains balanced. The focus is on global diversification, strong dividend payers, stable industry leaders and a targeted admixture of future-oriented stocks, including in the crypto sector.
✅ = already available
👀 = on the watchlist, interesting in terms of price soon
❌ = not yet interesting in terms of price at present
ETF selection
Single stock focus
Energy & commodities:
Shell ✅, Chevron 👀, Exxon 👀, Rio Tinto ❌ $SHEL (+0,18 %)
$CVX (+0,7 %)
$XOM (+0,72 %)
$RIO (-0,17 %)
Insurers & reinsurers:
Munich Re ✅, Hannover Re ✅, Swiss Re ❌, Allianz ❌, Swiss Life AG ❌ $ALV (-0,28 %)
$SREN (-0,08 %)
$SLHN (-0,8 %)
$HNR1 (-0,7 %)
$MUV2 (-0,91 %)
Finance & payment transactions:
Brown & Brown ✅, Marsh & McLennan ✅, Visa ✅, Mastercard ❌, PayPal 👀 $PYPL (+2,37 %)
$BRO (-0,75 %)
$MMC (-1,32 %)
$V (+0,67 %)
$MA (+0,3 %)
Technology & data:
Alphabet 👀, NVIDIA ❌ , Palantir ❌,
Amazon 👀, Apple ❌, Microsoft ❌, Baidu 👀 $9888 (+1,68 %)
$AAPL (+0,29 %)
$GOOGL (+2,27 %)
$PLTR (+1,26 %)
$NVDA (+0,78 %)
Health & consumption:
Novo Nordisk 👀, Zoetis 👀, Coca-Cola ❌, Walmart 👀, United Health 👀 $UNH (+0,3 %)
$NOVO B (+2,1 %)
$ZTS (-0,51 %)
$KO (-1,7 %)
$WMT (-2,03 %)
Automotive & Mobility:
BMW ❌, Mercedes 👀, Tesla ❌ $TSLA (+5,22 %)
$BMW (+0,96 %)
$MBG (+1,75 %)
Cryptos
For the weekend
Strategy remains: Patience, discipline and an eye for opportunities.
📈🌾
The AEX index starts the day with an indication of +0.3%, while international markets also turn green. Wall Street largely managed to recover from Friday's sell-off, and Asian stock markets follow with Korea and Taiwan as outliers. U.S. 10-year interest rates rise slightly to 4.21%, while German rates fall to 2.62%. The euro/dollar exchange rate is quoted at 1.1550. The Damrak is relatively quiet, with only B&S presenting figures. Internationally, however, there is plenty of activity: Palantir surprises with strong quarterly results, while Hims & Hers falls sharply. Figma debuts with a 27.4% drop. The US puts pressure on India and China because of Russian oil imports, further raising trade tensions. Investors look forward to figures from AMD, Snap, Rivian and Super Micro Computer. Also on the agenda are the purchasing managers' indices of the service sectors in Germany and the US. In short: plenty of excitement and thrills on the trading floor.
$PLTR (+1,26 %)
$HIMS (+0,66 %)
$SHEL (+0,18 %)
$BP. (+0,99 %)
$AMD (+1,5 %)
$SNAP (+1,32 %)
$RIVN (+6,7 %)
$SMCI (+2,68 %)
🔗 Source reference:
This summary is based on the article "AEX indicatie is +0,3%, volop spanning en nog meer sensatie" by Arend Jan Kamp, published on StockWatch on Aug. 5, 2025.
✅ I took profits today from Amazon $AMZN (+2,01 %) , Microsoft $MSFT (-0,38 %) and NVIDIA $NVDA (+0,78 %) realized.
📥 This money was directly reinvested to strengthen dividend and future stocks.
💸 Newly invested (one-off purchases today):
📆 Savings plans from August (monthly):
➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.
🧠 Long-term oriented, with a clear focus on quality, stability & growth.
What do you think?
Principales creadores de la semana