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 (+1,18 %) 244.01x

$MUV2 (-0,06 %) 1x

$AII (+10,78 %) 101x

》Exits《

$EVD (-0,64 %) 25x

$3750 (-0,32 %) 8x

》Top 3《

$HAUTO (+0,55 %) +24.42% (+122.67%)

$VAR (-1,03 %) +19.82% (+60.72%)

$DTE (+4,15 %) +10.61% (-1.53%)

》Flop 3《

$3750 (-0,32 %) -10.58% (+128.32%)

$ASWM (+1,5 %) -9.86% (+17.84%)

$YYYY (+3,51 %) -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 🫡

I can't go out drinking. My old car has to go to the shop...

$WINC (+1,18 %)

I'm one of the $WINC (+1,18 %) - fans. -> That’s the ETF with the CC (I think it stands for “cheat code”😉 or something like that, but I’m not really familiar with it).

@Raketentoni - Good suggestion. Maybe I’ll just blow it all!!😅. Well, no—I’ll use it to fix up my place.

Received 3 dividends in July.

$VHYL (+0,27 %) For 333 shares, a total of €269.57.

$LDGL (+0,86 %) For 2,195 shares, a total of €67.87.

$WINC (+1,18 %) For 3,025 shares, a total of €446.31.

This was a great month.

For the remainder of the calendar year, I’ll only reinvest dividends in a way that keeps me nicely balanced.

Today I sold off $OVH (+1,5 %) and took my profits. Sure, earlier would’ve been better, but oh well.

Thanks to Mr. T, the story about the European solution played out well—that’s what I was betting on. Now it’s time for the business to scale up. I’m keeping an eye on it; if it drops below 10, I’ll definitely buy back in.

I used some of those profits to buy into $NFLX (+2,12 %) and $ISRG (+6,01 %) to add to my positions and expand them. Both are set up so that today’s earnings aren’t the only factor. I also $WINC (+1,18 %) was expanded a bit as well.