1G·

Review August 2025 and forecast increase 2025

Hello my dear ones....now that my REHA has ended after 4 weeks and the rocky road ahead has begun, it's time to look further ahead and spend a little more time in the portfolio again...


🟢 Top 3 August

$HSBA (+1,8%) +5,40 % (+10,64%)

$3750 (+0,64%) +4,65% (+26,46%)

$RIO (-1,79%) +3,69% (-1,73%)


🔴 Flop 3 August

$1211 (+0,3%) -4,95% (-15,90%)

$VAR (+1,06%) -1,45% (+4,79%)

$PETR4 (+0,9%) +1,54% (-6,89%)


》Upgraded ✅️

$MUX (+1,22%)

$IE000MMRLY96 (+0,58%)

$VAR (+1,06%)

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...measured against August, things actually went quite well, including dividends, and April has long since been put to bed, even with Trump's whims...

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...YTD and overall the figures continue to fit quite well and my high-yield dividend strategy continues to work even after all the capers.

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A pro po dividends, there were € 107.21 gross and € 104.67 net last month, which corresponds to an increase YTD of 29.73 %, but on the other hand also represents one of my weaker months.


Compared to my portfolio value ~23100 € but still acceptable.


This month looks better again and with ~300 € dividends a good reinvest 🫠


A small drop of bitterness: contrary to my forecast, my FSA will be torn tomorrow and from then on, unfortunately, the ailing state system will also cash in again. But shit happens, I'm getting married next year and still have enough left for the further expansion of the story with a net dividend of ~€1700 this year, in contrast, I don't have to sell anything and so I see my portfolio easily in the 6-digit range within the next 4-5 years at the latest even with the wrecking ball (better late than never) 💪🏻


Another small component of this is my forecast increase for 2025...I had planned between 23-25k at the end of the year, but since things sometimes go well and develop differently than expected, I am now raising my target to 25-28k and am thus on a very good and realizable path.


With this in mind, here's to another month...📈

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6 Commenti

immagine del profilo
Thanks for the great summary.
And nice to have you back.
Did everything work out for you with BYD?
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immagine del profilo
@Tenbagger2024 Always a pleasure...and thank you😘

With Byd everything went smoothly, no early tax charged, number and price are correct, but I will probably be prosecuted afterwards when I sell and it doesn't change anything about the current situation....but I don't even see it as dramatic at the moment, at least until the geo explodes and that's where I see the risk.
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immagine del profilo
Thanks for the report. I'll keep my fingers crossed for you. I also have Petrobras, Rio and BATS in my portfolio.
I found HSBC interesting as a dividend stock and I have it on my watchlist, but the share price has run away from me in the meantime and that's probably why it won't make it into my portfolio.
I'll probably pick up JEGP at some point. I just need to finally liquidate some funds elsewhere so that they can be invested.
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immagine del profilo
@NichtRelevant thank you ♥️ but unfortunately some things are unbelievable....🤷🏻‍♂️

$HSBA the April correction was just good and I took advantage of it in the long term and will simply let it run in the long term....but you wouldn't believe how much I ran away with in the dividend area alone, sometimes with +40€ each....but sometimes the cash is not always available what you need, otherwise my portfolio would have exploded rationally with enough cash 🫣 ...no matter how it is, my hand is quite good so far and the way is known to be the goal 💪🏻
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immagine del profilo
Looks good after all. And get well soon 🍀
1
I don't know the background, but I wish you a speedy recovery. Health is still the most important thing
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