Portfolio keeps rising and I bought a stock. We are over half way through my Road To 100K. Subscribe and follow my Road.
$CVX (-0,48%)
$VWRL (+0,49%)
$ASML (-0,81%)
$NN (-1,06%)
$ASRNL (+0,25%)
$VHYL (+0,16%)
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255Portfolio keeps rising and I bought a stock. We are over half way through my Road To 100K. Subscribe and follow my Road.
$CVX (-0,48%)
$VWRL (+0,49%)
$ASML (-0,81%)
$NN (-1,06%)
$ASRNL (+0,25%)
$VHYL (+0,16%)
Today 14 pieces $VHYL (+0,16%) purchased.
I am halfway through my Road To 100K. We keep investing and hopefully the next 50k will go faster.
$VWRL (+0,49%)
$VHYL (+0,16%)
$JEGP (-0,29%)
$MO (-0,3%)
$GOOGL (+1,89%)
$MSFT (+0,18%)
$ASML (-0,81%)
Midsummer should be in full swing in July, but summer prefers to take a breather. While the temperatures outside were rather cool for most of July, which fortunately didn't keep me from swimming and hiking, it was hot in the depot. Time for a look back.
Overall performance
In July, the portfolio made a significant leap upwards, possibly due to further crypto adoption, good labor market data, robust quarterly reports and a further decline in inflation in a positive environment. The big icing on the cake is of course the continued incoming cash flow from dividends and distributions. My key performance indicators are:
Performance & volume
Size of individual share positions by volume in the overall portfolio:
Smallest individual share positions by volume in the overall portfolio:
Top-performing individual stocks
Flop performer individual shares
Asset allocation
My asset allocation is as follows:
Investments and subsequent purchases
Here is a small overview of what I have invested via savings plans according to my fixed planning.
In addition, there were the following additional investments from returns, refunds, cashback, etc. as one-off savings plans/repurchases:
Additional purchases were made:
If you want to know how my cashback pension tops up my share and ETF pension, please let me know.
Passive income from dividends
My income from dividends amounted to € 222.47 (€ 93.27 in the same month last year). This corresponds to an increase of +138,52 % compared to the same month last year. The following are further key figures on the distributions:
The top payers are:
My passive income from dividends (and some interest) mathematically covered 27.12% of my expenses in the month under review.
Crypto performance
My crypto investments have also moved:
Crypto remains exciting for me. Due to many external influences (ETF inflows, treasury companies, Genius and Clarity Act, ...), the question arises as to whether the cycle theory is beginning to falter. Or not? Will it be different this time?
Performance comparison: portfolio vs. benchmarks
A comparison of my portfolio with two important ETFs shows:
Outlook and conclusion
Crypto remains exciting for me. Due to many external influences (ETF inflows, treasury companies, Genius and Clarity Act, ...), the question arises as to whether the cycle theory is beginning to falter. Or not? Will it be different this time?
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👉 How was your July at the depot? Do you have any tops & flops to report?
Leave your thoughts in the comments!
Hello everyone,
So far I have only been saving the $VWRL (+0,49%) and have a long investment horizon.
However, I would like to add something to it in order to receive higher dividend distributions on a regular basis. I am thinking of the $VHYL (+0,16%) . The large positions do not overlap significantly.
Would it make sense from your point of view or not?
The plan would be a split of approx. 60/40.
Thank you!
I hesitate to hold DCA, or build up more cash. The doubt because I want to have more cash on hand for a crash on certain stocks.
Indeed, I see that I have missed out on some returns since April. Still, I can't complain.
I want to receive the last 1000 euros from dividends in the coming year to reach 30k.
I have already come this far!
What would you guys do?
We are almost at the halfway point on my Road To 100K. Sold a high dividend $TROW (-1,11%) And achieved a milestone. Also took profits on another strong dividend stock.
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$ASML (-0,81%)
$VWRL (+0,49%)
$VHYL (+0,16%)
$JEGP (-0,29%)
$BATS (-1,08%)
$MO (-0,3%)
$GOOGL (+1,89%)#tech
Ciao gruppo, vorrei creare un portafoglio che mi dia dei dividendi, ho già 3 posizioni su $VHYL (+0,16%) , ma vorrei incrementarlo con qualche altro senza avere doppioni. Qualcuno sa dirmi qualche altro etf?
After some solid tips and reflection, I’ve cleaned up the portfolio a bit. Still holding quite a few positions, but I’m more focused than ever. $NVDA (+2,12%) (Nvidia) continues to dominate the AI space with no real competition in sight. $PLTR (+1,06%) (Palantir) is slowly proving its worth with strong long-term government and commercial contracts. $AD (-0,1%) (Ahold Delhaize) provides reliable stability in every market condition. $MAIN (+1,12%) (Main Street Capital) keeps the income steady with consistent payouts. $BFIT (-2,54%) (Basic-Fit) is expanding fast across Europe, and I like the potential. I’ve increased my $VHYL (+0,16%) exposure for a strong dividend base. My almost daily dividend pie is still going strong. Small, steady progress, and I’m in it for the long haul.
I migliori creatori della settimana