Half of the year is now over. Incidentally, since July 2, we are closer to the year 2050 than to the year 2000 - just saying.
How could it be otherwise, June was also quite volatile in the middle, but the S&P500 regained everything and closed June with +2.12%. YTD, however, it is still at -7.36%.
In June, I recorded a loss of 0.32%. This corresponds to a value of around €380. It has to be said that I received fewer dividends, as getquin does not deduct withholding tax. But more about the dividends later.
The Dax (-1.11%) was finally worse than my portfolio this month. However, the HSBC MSCI World (+0.68%) beat me this time. Well, the DAX still has a bit of a head start. However, the MSCI is catching up considerably over the year. Nevertheless, I still have a slight lead of around 4%.
My high and low performers in June were (top 3):
Nintendo ($7974 (-2,12%) ) +14,96%
Airbus ($AIR (-3,91%) ) +9,91%
Texas Instruments ($TXN (-1,56%) ) +9,63%
McDonald's ($MCD (+0,13%) ) -9,24%
Procter & Gamble ($PG (-0,48%) ) -9,63%
Nestle ($NESN (-0,93%) ) -10,17%
Texas Instruments $TXN (-1,56%) is among the top 3 stocks again. But still only just over 0% for the year. The customs hullabaloo has simply taken its toll.
Airbus $AIR (-3,91%) is of course benefiting from the Boeing disaster and the defense division is also doing quite well.
Nintendo $7974 (-2,12%) has finally released the Switch 2 and is rising and rising and rising. I would have bought more six months ago... You're always smarter afterwards.
Dividends:
In June, I received €277.64 net from a total of 26 distributions.
Compared to June 2024 (€130.83), this was an increase of 112.21%.
Now comes July. The announcement of the distribution from the Global Dividend Growth ETF is not quite as bad as expected. The worst month of the year has thus changed to October.
Investments:
I still haven't finished building up my nest egg. I still haven't received the bill for the car repairs, so I still have a lot to put aside for that. In the meantime, it could come slowly so that I can finally get it off my plate. Apart from that, my nest egg is growing but it will take some time before it is at a satisfactory level. However, it should reach €10,000 by the end of December, provided nothing serious unforeseen happens.
Purchases and sales:
There were no sales in June.
I bought or increased Hershey (2 shares) and Pepsi (2 shares)
savings plans (125€ in total):
Goals 2025:
My goal is still to have €130,000 in my portfolio at the end of the year. This target is to be achieved by reinvesting the dividend, making payments and, of course, increasing the share price. The share price increase is of course impossible to predict in any way, so the motto is: if the share price falls or does not rise enough, more cash is needed.
This comes from selling useless stuff on eBay, additional income from e.g. "neighborhood help" etc.
The worse the share price, the more additional cash has to be raised.
Target achievement at the end of June 2025: 44.44%
Who would have thought that I should actually be at least 50%. I'm not, which means I'm lagging a little behind the optimal path again. But what can't be done, can still be done.
How was your June?
Do you have any particular goals for the second half of the year?
If you're interested in a mid-year review from me, please let me know in the comments.
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