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 (-2,04%) +5,40 % (+10,64%)
$3750 (-1,89%) +4,65% (+26,46%)
$RIO (-0,41%) +3,69% (-1,73%)
🔴 Flop 3 August
$1211 (-0,86%) -4,95% (-15,90%)
$VAR (+0,99%) -1,45% (+4,79%)
$PETR4 (+0,13%) +1,54% (-6,89%)
》Upgraded ✅️
$MUX (-0,89%)
$IE000MMRLY96 (+0,04%)
$VAR (+0,99%)
...measured against August, things actually went quite well, including dividends, and April has long since been put to bed, even with Trump's whims...
...YTD and overall the figures continue to fit quite well and my high-yield dividend strategy continues to work even after all the capers.
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...📈
