$FTWG (+0,85%)

$FWRG (+0,81%)

The best foundation for a solid portfolio.

Ignore the noise and hype surrounding stocks; build wealth slowly 📈💰

...another month has come and gone, and nothing has really changed—except that the milestone isn’t a stock market event, but rather my passing the DATEV certification exam (law firm accounting/financial accounting) 🥳

"But investing in yourself often pays off much more than just stubbornly clinging to the past."

Otherwise, there wasn’t much spectacular going on, except for more gradual growth...

...so things continue to look good month-over-month and are also steadily on track for the year...

...the same trend can be seen in the overall view...

...so even though this isn’t a high-flyer portfolio, I’m still looking to the future with confidence, despite all the ups and downs.

And of the last 10% to reach the halfway point, another solid 1.5% has now been achieved (maybe there’s still room for more @Solitair )

》DIVIDENDS《

Unfortunately, this month’s net total was only €91.53 (-13.77% YOY), but this is due to the fact that one stock won’t pay out until next month and another is paying out less.

Looking at the year as a whole, the YOC stands at 6.78%, which is still close to the 7% target, despite investments in growth stocks.

》TOP 3《

$AII (+2,83%) +53.08% (+61.44%)

$DTE (+1,9%) +5.70% (+3.76%)

$YYYY (+0,46%) +5.82% (+1.01%)

》FLOP 3《

$BATS (-0,05%) -8.92% (+98.49%)

$3750 (-0,6%) -4.83% (+117.94%)

$HSBA (+0,61%) -4.60% (+84.70%)

》NEW POSITIONS《

44.14 x $WINC (+0,79%)

65 x x $FTWG (+0,85%)

》DISPOSALS《

------

》CONCLUSION《

Everything remains the same, and personal education and professional development continue to be key to success...

With that in mind, here’s to continued success for all of us here in the community 💪🏻

...and so my wife has once again consistently stuck with her ETF, catapulting it to second place in our overall portfolio. Together with the $WINC (+0,79%) , we now have a great duo at the top 👍🏻

.... because that's just not possible.

"Sell in May..." doesn't really apply here and would say the stock market wisdom is over for this year 😅

Well, I still had to submit to the Nasdaq this month...

...but to be honest, it doesn't bother me at all, because at the end of the day it's the big picture that counts and nothing happens overnight in the long term...

...because over the year as a whole everything is going as usual and continues to confirm my approach...

...just as in the long-term view. Even though the Nasdaq is clearly catching up, my portfolio is running much more smoothly and continues to purr consistently 💪🏻

Of course things can always be better, but be that as it may, I'm really happy with my approach so far and continue to enjoy peaceful nights and dividends 🫠

》Dividends《

A pro po, this month with 6 payouts there were 266.37€ net dividends, which means an increase of 129.45% YoY and with a YoC of 6.91% it is slowly leveling off at the desired level of 7%+ despite acquisitions.

The important target here remains the 2k net dividends this year.

》TOP 3《

$3750 (-0,6%) +21,13% (+126,47%)

$ASWM (+1,41%) +18,79% (+27,18%)

$MUX (+1,96%) +12,30% (+21,95%)

》FLOP 3《

$1211 (-2,4%) -11,26% (-15,31%)

$ALV (+1,38%) -0,39% (+12,93%)

$MAIN (-0,79%) +0,10% (-0,08%)

》Acquisitions《

66x $FTWG (+0,85%)

25x $MAIN (-0,79%)

》Disposals《

-

Whereby $1211 (-2,4%) is currently under observation, but until then I will wait for the next figures.

CONCLUSION

None of this is a short-term spurt, but rather long-term ambitions... with this in mind, I wish us all good luck 🤝

...my better half has also expanded further and is now in the top 3 of the portfolio for the first time 🫶