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 (+0,82%) + 9.89% (+147.82%)

$ASWM (+1,36%) +4.31% (+24.81%)

$VAR (+0,72%) +0.86% (+70.93%)

》FLOP 3《

$AII (+0,5%) -19.10% (+19.85%)

$3750 (+2,54%) -16.85% (+87.16%)

$DTE (+1%) -8.15% (-4.61%)

》 NEW ADDITIONS 《

43.95 x $WINC (+1,04%)

24 x $AII (+0,5%)

10 x $MUX (+1,32%)

1 x $MUV2 (+0,37%)

》DISPOSALS《

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》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 👍🏻

Today, my trailing stop of 40% of my $INGA (+0,59%) , so the remaining 60% continues to run at no cost; the amount was allocated to the $WINC (+1,04%) which generates monthly cash flow for the $WITS (+0,94%) savings plan :-)

Today I received my first dividend from $WINC (+1,04%) . Let's see how things develop from here. Monthly payouts are definitely motivating :)

$WINC (+1,04%) has switched to monthly distributions. My savings plan is still contributing €200 a month to that position for a while longer, until I reach a five-figure amount there. After that, things will pretty much run on their own.

I have the World Equity High Income UCITS ETF (IE000KJPDY61) and plan to increase the position over the long term to €10,000 . 💰

Why this ETF?

✅ High distributions – attractive ongoing cash flow

✅ Global diversification – Access to many high-dividend-paying companies worldwide

✅ Regular distributions – returns can be reinvested directly or used as cash flow

✅ Simple portfolio management – Many individual holdings bundled into a single ETF position

✅ Focus on recurring income – aligns with my long-term dividend/cash flow strategy

🎯 Target amount: €10,000

I’d like to use this to further increase my cash flow while also simplifying the structure of my portfolio over the long term.

What are your thoughts on the $WINC (+1,04%) ?

I have no idea why. At least there's a dividend payout tomorrow from $WINC (+1,04%) and $ARCC (-0,07%) . I can use that right away to buy a little more.