What a wild ride that was, please ?!? Even the poor kangaroo gets sick...
🦘📈🦘📉🦘📈🦘📉🦘📈 🦘
...and personally don't really believe that the current situation is the end of "Pinky and the Brain"...
... "Pinky" still has to live up to the bets of all his boddies, has his back to the wall domestically with regard to the mid-terms and "the Brain" still has no interest in the end, after all, he still wants to permanently occupy at least southern Lebanon (incorporate the country) and therefore continues to escalate...
...my conclusion from this is that "Pinky" will launch a limited ground offensive over Easter or shortly afterwards in order to sell it strategically at home or to be able to announce something successful at all, the outcome of which is still completely open, while "the Brain" is already forging plans on how he can continue to pursue his goals even after a possible US exit - the end is open - regardless of the fact that the energy issue will still not be resolved after the end 🤷🏻♂️
But let's get back to March...
...even though the month was difficult, it ended with a small gain on the bottom line or even just below the last ATH...
...shows me, conversely, that my consistent strategy and steady fingers have been able to survive such market phases relatively well so far 💪🏻
In terms of the year as a whole, the first quarter has also been relatively successful for the circumstances and when I think about the fact that the overall portfolio is just ~1.5-2% below my chosen September milestone, the whole thing reassures me immensely or rather... is going better than forecast 🫠
In the long term, of course, everything is still on target and so not only are the nights still calm and cozy, but I also know that the dividends will continue despite everything, which brings us back to the next topic...
》Dividends《
This month there were €116.68 net dividends, which means an increase of 164.41% YOY 💪🏻
YoC (TTM) is ~6% and thus slightly below the target range, although the good months are yet to come...
》Outflows《
$PDI (-0,12%) (35x)
$VICI (+0,73%) (35x)
》Accesses《
$ALV (-0,23%) (5x)
$EVD (-1,08%) (25x)
$FWRG (-0,52%) (73x)
》TOP 3《
$3750 (-6,72%) +28,67% (+89,65%)
$VAR (+2,8%) +23,61% (+55,54%)
$HAUTO (-2,33%) +11,31% (+79,18%)
》FLOP 3《
$HSBA (-1,05%) -8,25% (+45,21%)
$ASWM (-1,48%) -6,51% (-8,38%)
$MUX (+5,34%) -5,70% (+27,30%)
Furthermore, all contracts for the continuation of my training were signed and sealed this month, which was also pleasing and comes with a small salary increase 😊
That's all from me for now and I wish us all a successful April
