$HAUTO (+0,32%) I have a 2100 shares position in HOEGH and think about selling it completely at 200 NOK because it has grown to 13% of my portfolio. I want to reinvest 10.000 euro in $WINC (-0,3%) and the rest in $LDGL (-0,44%) to have stable dividend growth. Is there a flaw in my thinking or should I keep this cyclical stock but a winner so far?

iShares World Equity High Income ETF
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73July update
July Update
Just invested the usual amount in $EUHD (-0,03%) and also did a additional investment in $KPN (+0,92%) as the stocks below my benchmark for buying. Next week we go back to buying some $AD (+0,03%)
Bought:
Sold:
Nothing :)
Dividends received this month: €93.69
Dividends per month average: €60.26
Already staring to focus on the montly average for next season! (€70,95 expected)
2025: €20,85
2026: €60.26
2027: €72.14
Used the dip and strengthened the core
$SIE (+0,19%) It did me the favor of falling back down to around my entry price, so I took advantage of the opportunity and added to my position.
In addition, I added to my savings plans for $WINC (-0,3%)
$WIRE (-1,38%) and $XDG7 (+0,09%)
Edit: The text disappeared again, but now I copy it before posting and then paste it back in. It’s really a hassle…
Maybe it's a mistake, or maybe not
As always, the text was gone 👿 …..after I sent it ⬇️
@CustomerService, are you ever going to fix this? It's so annoying! ….
$LVMH Sold—money in the $LDGL (-0,44%)
$TSCO (-0,56%) sold - money in the $TDIV (-0,14%)
$PFE (-0,03%) sold—money in the $WINC (-0,3%)
that 1,000 was still okay $UBU7 (-0,2%) A little growth is still desirable despite the dividend 🚀
… Text is shorter now, since I don’t feel like typing it all out again
Dividend tips
I everyone, I already have $WINC (-0,3%) and $LDGL (-0,44%) , considering that I would like to sell all my shares of $JEPQ, do you think splitting the money between those etfs is good or would you do something else?
Monthly Review 07/2026
Another month has passed, and it’s time once again to take a quick look into the engine room...
...actually, not much has changed in the big picture, except that after 38 months of consistent performance, the 40k mark has been broken, and so the final sprint of the first half has now begun...
...it’s not a high-flyer portfolio, but so far it’s been a solid growth story, and as the saying goes, every little bit helps...
...which is why YTD hasn’t changed much either...
...nor has it since the very beginning...
...the structure, however, is a different story, and so there were a few changes to the portfolio this month...
》New Additions《
$WINC (-0,3%) 244.01x
$AII (-1%) 101x
》Exits《
$EVD (-0,95%) 25x
》Top 3《
$HAUTO (+0,32%) +24.42% (+122.67%)
$VAR (+0,88%) +19.82% (+60.72%)
$DTE (+0,71%) +10.61% (-1.53%)
》Flop 3《
$3750 (-2,24%) -10.58% (+128.32%)
$ASWM (-0,73%) -9.86% (+17.84%)
$YYYY (-1,03%) -7.01% (-4.80%)
》Dividends《
This month, there were €252.24 in net dividends, representing a 12.24% increase year-over-year.
》CONCLUSION《
Everything’s business as usual, so we can relax and prepare for next Friday’s upcoming DATEV certification 👍🏻
I wish everyone continued success, and may dividends and growth be on our side 🫡

ETF has generated a return
I'm one of the $WINC (-0,3%) - fans. -> That’s the ETF with the CC (I think it stands for “cheat code”😉 or something like that, but I’m not really familiar with it).
@Raketentoni - Good suggestion. Maybe I’ll just blow it all!!😅. Well, no—I’ll use it to fix up my place.
July Dividend
Received 3 dividends in July.
$VHYL (+0,01%) For 333 shares, a total of €269.57.
$LDGL (-0,44%) For 2,195 shares, a total of €67.87.
$WINC (-0,3%) For 3,025 shares, a total of €446.31.
This was a great month.
For the remainder of the calendar year, I’ll only reinvest dividends in a way that keeps me nicely balanced.



