I'm thinking about the $ASWM (-0,81 %) in addition to $WINC (-0,41 %) as a cash flow machine.

What do you think about this?

Thank you very much.

Another quarter is behind us, and after this past 🦘 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 doesn’t 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 aren’t looking too bad so far either...

...for a relatively conservative, dividend-focused portfolio that isn’t heavily weighted toward tech, so everything’s 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 🫠

》DIVIDENDS《

Despite the pesky taxes, this month still yielded €215.63 in net dividends, corresponding to a YOC of 6.28 (target range between 6–7%).

》TOP 3《

$HAUTO (-1,13 %) + 9.89% (+147.82%)

$ASWM (-0,81 %) +4.31% (+24.81%)

$VAR (+1,13 %) +0.86% (+70.93%)

》FLOP 3《

$AII (-0,03 %) -19.10% (+19.85%)

$3750 (-2,23 %) -16.85% (+87.16%)

$DTE (+1,35 %) -8.15% (-4.61%)

》 NEW ADDITIONS 《

43.95 x $WINC (-0,41 %)

24 x $AII (-0,03 %)

10 x $MUX (-0,1 %)

1 x $MUV2 (+0,86 %)

》DISPOSALS《

----

》CONCLUSION《

Everything remains the same, except that the final certification (DATEV LuG) is still pending this month, and with the change of the month, we’ll 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 👍🏻

I think I'm satisfied with how the past month went. There were a few major unforeseen personal expenses that I had to cover. That's why I want to start by building up my cash reserve, which I'll fund with my salary and dividends.

I sold $YYYY (-0,84 %) and invested the freed-up capital in $WINC (-0,41 %) (50%) as well as $JEPQ (-0,5 %) and $ASWM (-0,81 %) (25% each).

I also bought a few more shares of Pepsi, Pfizer, and American Tower.

Another month has passed, and it’s time once again to take a quick look into the engine room...

...actually, not much has changed in the big picture, except that after 38 months of consistent performance, the 40k mark has been broken, and so the final sprint of the first half has now begun...

...it’s not a high-flyer portfolio, but so far it’s been a solid growth story, and as the saying goes, every little bit helps...

...which is why YTD hasn’t changed much either...

...nor has it since the very beginning...

...the structure, however, is a different story, and so there were a few changes to the portfolio this month...

》New Additions《

$WINC (-0,41 %) 244.01x

$MUV2 (+0,86 %) 1x

$AII (-0,03 %) 101x

》Exits《

$EVD (+1,42 %) 25x

$3750 (-2,23 %) 8x

》Top 3《

$HAUTO (-1,13 %) +24.42% (+122.67%)

$VAR (+1,13 %) +19.82% (+60.72%)

$DTE (+1,35 %) +10.61% (-1.53%)

》Flop 3《

$3750 (-2,23 %) -10.58% (+128.32%)

$ASWM (-0,81 %) -9.86% (+17.84%)

$YYYY (-0,84 %) -7.01% (-4.80%)

》Dividends《

This month, there were €252.24 in net dividends, representing a 12.24% increase year-over-year.

》CONCLUSION《

Everything’s business as usual, so we can relax and prepare for next Friday’s upcoming DATEV certification 👍🏻

I wish everyone continued success, and may dividends and growth be on our side 🫡

It's time for the monthly cash machines again. I'm very satisfied with the Rex $ASWM (-0,81 %) , and I’ve even added to my investment in the meantime. As for YieldMax $YYYY (-0,84 %) , I’m still torn about whether I shouldn’t just sell it off.

I took advantage of today's slight dip to buy more of a few ETFs. I also bought some Ares Capital $ARCC (+0,52 %) to lower the average cost.

On the other hand, I sold off the $SXYD (+0,18 %) that wasn’t performing well enough for me.

The cashback and roundup from Trade Republic will now go toward $ASWM (-0,81 %) , from which I’m hoping for some price appreciation in addition to the dividends.

"Sell in May..." doesn't really apply here and would say the stock market wisdom is over for this year 😅

Well, I still had to submit to the Nasdaq this month...

...but to be honest, it doesn't bother me at all, because at the end of the day it's the big picture that counts and nothing happens overnight in the long term...

...because over the year as a whole everything is going as usual and continues to confirm my approach...

...just as in the long-term view. Even though the Nasdaq is clearly catching up, my portfolio is running much more smoothly and continues to purr consistently 💪🏻

Of course things can always be better, but be that as it may, I'm really happy with my approach so far and continue to enjoy peaceful nights and dividends 🫠

》Dividends《

A pro po, this month with 6 payouts there were 266.37€ net dividends, which means an increase of 129.45% YoY and with a YoC of 6.91% it is slowly leveling off at the desired level of 7%+ despite acquisitions.

The important target here remains the 2k net dividends this year.

》TOP 3《

$3750 (-2,23 %) +21,13% (+126,47%)

$ASWM (-0,81 %) +18,79% (+27,18%)

$MUX (-0,1 %) +12,30% (+21,95%)

》FLOP 3《

$1211 (-1,86 %) -11,26% (-15,31%)

$ALV (+0,71 %) -0,39% (+12,93%)

$MAIN (-0,29 %) +0,10% (-0,08%)

》Acquisitions《

66x $FTWG (-0,33 %)

25x $MAIN (-0,29 %)

》Disposals《

-

Whereby $1211 (-1,86 %) is currently under observation, but until then I will wait for the next figures.

CONCLUSION

None of this is a short-term spurt, but rather long-term ambitions... with this in mind, I wish us all good luck 🤝

Even though the month of April was only average from my point of view, there are still a lot of positive things to report so far...

...on the one hand, all the sweating and work was probably worth it after all, because after the health-related interruption to my further training, I was able to successfully tick off the last IHK exam (tax law) and can now officially call myself a "financial accountant" 🫠😊

Now the certifications (bookkeeping/payroll accounting) in DATEV follow and then the whole thing is complete...

...well, Schalke also got promoted at the weekend 💙🫶💙💙🫶💙

And last but not least, the next small milestone was reached today, 3 months earlier than planned 💪🏻

Shows me at least that everything together is on the right track...

》But let's stick to April for now 《

Even though it was one of the few months in a long time where we didn't close above the market result, everything is in the green and, as already mentioned, the next milestone was also reached 3 months before the target...

...for the year as a whole, things have been pretty stable so far and are just purring along...

...although my approach is also rather conservative and based on value and dividends in the long term without hype and co...

...so at the end of the month I will have my 3rd full year on the stock market and in my opinion the whole thing doesn't look too bad 😊

Especially as the dividends have already built up a really good positive cash flow after this short time, in addition to the monthly savings installment, and so the snowball starts rolling all by itself...

》Dividends《

This month there were €374.69 in net dividends, which is an increase of 129.45% YOY...

...overall, the YOC ratio is now 6.734% and is slowly approaching my targets 👍🏻

》TOP 3《

$ASWM (-0,81 %) +19,09% (+9,64%)

$EVD (+1,42 %) +11,54% (+10,38%)

$YYYY (-0,84 %) +10,14% (-1,18%)

》FLOP 3《

$MUX (-0,1 %) -15,50% (+8,47%)

$DTE (+1,35 %) -14,58% (+0,98%)

$3750 (-2,23 %) -3,83% (+85,05%)

》Acquisitions《

none

》Disposals《

none

》》Conclusion《《

Things can't always go steeply uphill, but as long as the bottom line is that things are going steadily uphill, everything is fine and I wish us all continued success 🤝

What a wild ride that was, please ?!? Even the poor kangaroo gets sick...

🦘📈🦘📉🦘📈🦘📉🦘📈 🦘

...and personally don't really believe that the current situation is the end of "Pinky and the Brain"...

... "Pinky" still has to live up to the bets of all his boddies, has his back to the wall domestically with regard to the mid-terms and "the Brain" still has no interest in the end, after all, he still wants to permanently occupy at least southern Lebanon (incorporate the country) and therefore continues to escalate...

...my conclusion from this is that "Pinky" will launch a limited ground offensive over Easter or shortly afterwards in order to sell it strategically at home or to be able to announce something successful at all, the outcome of which is still completely open, while "the Brain" is already forging plans on how he can continue to pursue his goals even after a possible US exit - the end is open - regardless of the fact that the energy issue will still not be resolved after the end 🤷🏻‍♂️

But let's get back to March...

...even though the month was difficult, it ended with a small gain on the bottom line or even just below the last ATH...

...shows me, conversely, that my consistent strategy and steady fingers have been able to survive such market phases relatively well so far 💪🏻

In terms of the year as a whole, the first quarter has also been relatively successful for the circumstances and when I think about the fact that the overall portfolio is just ~1.5-2% below my chosen September milestone, the whole thing reassures me immensely or rather... is going better than forecast 🫠

In the long term, of course, everything is still on target and so not only are the nights still calm and cozy, but I also know that the dividends will continue despite everything, which brings us back to the next topic...

》Dividends《

This month there were €116.68 net dividends, which means an increase of 164.41% YOY 💪🏻

YoC (TTM) is ~6% and thus slightly below the target range, although the good months are yet to come...

》Outflows《

$PDI (-1,4 %) (35x)

$VICI (-0,12 %) (35x)

》Accesses《

$ALV (+0,71 %) (5x)

$EVD (+1,42 %) (25x)

$FWRG (-0,31 %) (73x)

》TOP 3《

$3750 (-2,23 %) +28,67% (+89,65%)

$VAR (+1,13 %) +23,61% (+55,54%)

$HAUTO (-1,13 %) +11,31% (+79,18%)

》FLOP 3《

$HSBA (+1,13 %) -8,25% (+45,21%)

$ASWM (-0,81 %) -6,51% (-8,38%)

$MUX (-0,1 %) -5,70% (+27,30%)

Furthermore, all contracts for the continuation of my training were signed and sealed this month, which was also pleasing and comes with a small salary increase 😊

That's all from me for now and I wish us all a successful April