$MAIN (-0,54 %) is a business development company specialized in equity capital to lower middle market companies.

In addiction of its #monthly dividend , it distributes a #quarterly one (mar-jun-sep-dec).

One share you can evaluate in order to increase your #passiveincome 💪📈

This month was quite special with a lot of opportunities. The biggest surprise was the phenomenal Q4 report of $ASML (-0,72 %) . I was lucky to buy some more shares a few days before the announcement that's why the price I ended up paying is that good. I raise my personal buy target of $ASML (-0,72 %) from €620-€650 to €680-€700.

$LMT (+2,16 %) mixed earnings were expected by me but the price drop is quite good, that's why I decided to add more shares.

$PEP (+3,26 %) have still very attractive price so I plan to continue to buy more and more. Currently, it's the 3rd biggest position in my portfolio and for now, I plan to keep it like this.

Transactions:

$PEP (+3,26 %) - Bought x1.3 at $150.30

$LMT (+2,16 %) - Bought x0.4 at $459.90

$ASML (-0,72 %) - Bought x0.7 at €629.60

$TTE (-1,26 %) - Bought x3 at €55.00

$PEP (+3,26 %) - Bought x0.7 at $144.99

Dividends:

$MAIN (-0,54 %) x10 Dividends at $0.25

$MO (+1,86 %) x2 Dividends at $1.02

$VICI (+2,65 %) x4 Dividends at $0.433

$TTE (-1,26 %) x2 Dividends at €0.79

$PEP (+3,26 %) x2 Dividends at $1.355

Unrealized gain/loss: +4.13%

Realized gain/loss: NA

I'm considering to go all in into $MAIN (-0,54 %) . Any thoughts?

Main is a steady dividend payer with big growth in the dividend and the stock itself. I know it is not wise to go full port on one stock, but if you see the stats of main... Why not? #scaredmoneydoesn'tmakemoney

$MAIN (-0,54 %) I love this monthly dividend stock.

In this series of posts, I plan to share my predictions for the upcoming Q1 and Q2 of this year. I will focus mostly on predictions instead of explaining why I think in a certain way.

I will try to focus on stocks and ETFs I already track performance and the ones I have in my portfolio.

- In general US stocks will not perform spectacularly like last year. I predict the $SPY5 (-1,14 %) won't reach more than a 10% return.

- $ASML (-0,72 %) will drop once again to the 650-670 eur range, creating a good opportunity to buy

- $MAIN (-0,54 %) will continue to grow both price and dividends I expect small single-digits

- $LMT (+2,16 %) is the one stock that can surprise with two-digit growth or low single-digit

Let me know what you think in the comments.

As usual, I'm not a financial advisor and this is not any recommendation, just sharing my thoughts.

2024:

This was my first year of investing in which I planned mostly to learn and think about what type of investor I would like to be. During my journey, quite quickly, I realized I would like to be a dividend growth investor - not saying it is best for all, but simply, what was most appealing to me.

• Total invested: 2400 EUR
• Current net value: 2779 EUR
• True gain (dividends + unrealized gain): +15,8%

I underperformed S&P500, but not sad about it. To be honest, about a 14% price gain is far more than I expected. I was aiming for a small price gain of around 4-7% and 2,5-4% YoC so can't really complain.

2025:

For this year, I would like to still be quite conservative about my expectations and keep them as in the year before - an unrealized gain of 4-7% and 2,5-4% YoC

Goals:

• Invest a total of: 6k to 8,4k EUR
• Individual stocks I plan to buy the most: $ASML (-0,72 %)
  $TTE (-1,26 %)
  $VICI (+2,65 %)
• + if the price will be good $MAIN (-0,54 %)
  $V (-0,16 %)
  $PEP (+3,26 %)
  $TXN (-0,26 %)
• ETF I plan to buy: $SPY5 (-1,14 %)
• My priority will be making extra mortgage payments to decrease number of years needed to pay it off. I plan to do it on monthly basis. I aim to 10-18k EUR total in this year.
• Rebuild emergency fund of 2-3 months of expenses.

I plan to make posts each month about my progress so if you like to see how I'm doing, feel free to follow :)