1J·

Monthly Recap 08/26 and Next Milestone...

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...another month has come and gone, and nothing has really changed—except that the milestone isn’t a stock market event, but rather my passing the DATEV certification exam (law firm accounting/financial accounting) 🥳


"But investing in yourself often pays off much more than just stubbornly clinging to the past."


Otherwise, there wasn’t much spectacular going on, except for more gradual growth...

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...so things continue to look good month-over-month and are also steadily on track for the year...

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...the same trend can be seen in the overall view...

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...so even though this isn’t a high-flyer portfolio, I’m still looking to the future with confidence, despite all the ups and downs.


And of the last 10% to reach the halfway point, another solid 1.5% has now been achieved (maybe there’s still room for more @Solitair )


》DIVIDENDS《


Unfortunately, this month’s net total was only €91.53 (-13.77% YOY), but this is due to the fact that one stock won’t pay out until next month and another is paying out less.


Looking at the year as a whole, the YOC stands at 6.78%, which is still close to the 7% target, despite investments in growth stocks.


》TOP 3《


$AII (-0,16 %) +53.08% (+61.44%)

$DTE (+2,26 %) +5.70% (+3.76%)

$YYYY (-0,23 %) +5.82% (+1.01%)


》FLOP 3《


$BATS (-0,94 %) -8.92% (+98.49%)

$3750 (-3,62 %) -4.83% (+117.94%)

$HSBA (+0,44 %) -4.60% (+84.70%)


》NEW POSITIONS《


44.14 x $WINC (+0,36 %)

65 x x $FTWG (+0,3 %)


》DISPOSALS《


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》CONCLUSION《


Everything remains the same, and personal education and professional development continue to be key to success...


With that in mind, here’s to continued success for all of us here in the community 💪🏻

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17 Commentaires

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Congratulations on your certification! Do you have your own law firm, or was this part of a continuing education program?
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@InvestingJourney No, not a law firm, but continuing education so I can get a job at any law firm—and next up, or actually happening right now, is LuG 👍🏻
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@SAUgut777 really cool 👍
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YTD has been really strong—I'm sure there's still room for growth between now and Christmas. Congratulations on passing your exam!
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I see Batman xD
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@OberstvonGatow In the monthly view, that might actually be true 🫣🤫😂
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That looks AWESOME. And congratulations on the certificate!
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Nice, smooth performance curve! So is yours. 😏
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@Epi It's rising nicely. Actually, you rarely need to check your portfolio. This would be a good Wikifolio for people with weak nerves.
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@Epi Thanks for the flowers... Next up is the DATEV LuG certification in November, and then I'll finally be done 🤗
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@Tenbagger-Capital Well...you do have to react and make adjustments or changes, and you’d better keep an eye on the news, Q figures, and geo as well—otherwise, this isn’t going to work if you’ve got weak nerves 🤣

So that doesn’t mean you just take it easy—it means making the most of certain circumstances within your means to build something lasting.
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@SAUgut777 How to add Almonthy to my portfolio, for example
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$SPCX You could have already boosted your returns by 30%.
At least if you'd bought in and then sold at 200 🤔
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@Smudeo Then you must have made good money, right? 🤷🏻‍♂️
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