Just before Christmas I broke the had I broke the €50k, and now in early April the €60k. So this €10k increase took a total of 4 months to reach, which is a little slower than I had hoped, but no less great news of course.😀

$BTC (-0,03%)
$VWRL (+0,78%)
$TDIV (+0,54%)
$JEGP (-0,25%)
$JEPQ (+0,85%)

What are your top 3 best performers in February?

My top ETF in February

$TDIV (+0,54%) +6.2%

$JEGP (-0,25%) +4.8%

$IDVY (+0,54%) +3.2%

My top individual stocks February

$DTE (-0,79%) +24.7%

$ENGI (+0,53%) +8.6%

$WKL (-0,87%) +6.4%

Laggards February

$HTGC (-0,78%) -10%

$MAIN (-2,02%) -7.7%

$CSG (+7,55%) -10.5%

$JEGP (-0,25%) Regardless of the dividend, this ETF is on a strong rise in 2026.

Do you have it in your portfolio?

Are the dividend payments from $JEPQ (+0,85%) and $JEGP (-0,25%) not included in the overall performance?

A brief question to understand how the $WINC (+0,38%)

Unlike the $JEGP (-0,25%) the ETF works with futures in order to capture the upside in strongly rising markets. In itself a very nice idea, which works well compared to other covered call ETFs, if you look at it in comparison to the benchmark MSCI World.

Now to the actual question:

if you assume a long-term average return of approx. 7% for the MSCI World and the $WINC (+0,38%) 9.5%, then there should be a negative price trend in the long term with the dividend or payout discount (-2.5%). Am I right or have I missed something?