Another quarter is behind us, and after this past đŠ month, I find it amusing that this year, it seems the last month of every quarter always ends up in the red...
It doesnât really bother me, though, because when viewed on a quarterly basis, everything still fits well into the overall picture...
...and from an annual perspective, things donât look too bad so far either...
...for a relatively conservative, dividend-focused portfolio that isnât heavily weighted toward tech, so everythingâs still within the expected range...
...and even from a long-term perspective, everything continues to fit the plan.
Sure, things can always get better, faster, and higher, but considering the resources and the overall conditions, everything is completely within the target range đ«
ăDIVIDENDSă
This month, despite the pesky taxes, there were âŹ215.63 in net dividends, corresponding to a YOC of 6.28 (target range between 6â7%).
ăTOP 3ă
$HAUTO (+0,77%) + 9.89% (+147.82%)
$ASWM (+1,41%) +4.31% (+24.81%)
$VAR (-0,98%) +0.86% (+70.93%)
ăFLOP 3ă
$AII (+2,83%) -19.10% (+19.85%)
$3750 (-0,6%) -16.85% (+87.16%)
$DTE (+1,9%) -8.15% (-4.61%)
ă NEW ADDITIONS ă
43.95 x $WINC (+0,79%)
24 x $AII (+2,83%)
10 x $MUX (+1,96%)
1 x $MUV2 (+2,11%)
ăDISPOSALSă
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ăCONCLUSIONă
Everything remains the same, except that the final certification (DATEV LuG) is still pending this month, and with the change of the month, weâll also have to handle 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 đđ»
