That should go over well here. :)
More info is linked here.

Postos
77Someone posted on Reddit that WINC is switching to monthly distributions. I didn't see it posted here yet, so I wanted to share the news. $WINC (+0,2%)
A while back, I completed the transition and now have a steady monthly cash flow.
The time until my final retirement is manageable (1–3 years).
I’ve focused on ETFs with quality filters. And I also have a CC ETF weighted at 10% $WINC (+0,2%) is included.
I’ve become much more relaxed now, and the performance of my portfolio is contributing to that as well. 🙂
The image shows my portfolio. Combined with my wife’s portfolio, we’ve gained 7.5% since the beginning of the year. The composition of both portfolios is the same, though.
I decided to add WINC to my portfolio and make it my second CORE ETF, alongside TDIV, which will remain my number 1 core.
The goal is to build a strong, diversified dividend-focused core, with TDIV and WINC together forming the foundation of my portfolio.
I’ll gradually build up both positions over the coming years while continuing to reinvest the dividends.
What do you guys think about WINC ?
$HAUTO (+3,7%) I have a 2100 shares position in HOEGH and think about selling it completely at 200 NOK because it has grown to 13% of my portfolio. I want to reinvest 10.000 euro in $WINC (+0,2%) and the rest in $LDGL (+0,41%) to have stable dividend growth. Is there a flaw in my thinking or should I keep this cyclical stock but a winner so far?
July Update
Just invested the usual amount in $EUHD (+0,37%) and also did a additional investment in $KPN (+0,35%) as the stocks below my benchmark for buying. Next week we go back to buying some $AD (+0,39%)
Bought:
Sold:
Nothing :)
Dividends received this month: €93.69
Dividends per month average: €60.26
Already staring to focus on the montly average for next season! (€70,95 expected)
2025: €20,85
2026: €60.26
2027: €72.14
$SIE (+1,79%) It did me the favor of falling back down to around my entry price, so I took advantage of the opportunity and added to my position.
In addition, I added to my savings plans for $WINC (+0,2%)
$WIRE (+0,38%) and $XDG7 (-0,09%)
Edit: The text disappeared again, but now I copy it before posting and then paste it back in. It’s really a hassle…
As always, the text was gone 👿 …..after I sent it ⬇️
@CustomerService, are you ever going to fix this? It's so annoying! ….
$LVMH Sold—money in the $LDGL (+0,41%)
$TSCO (-0,28%) sold - money in the $TDIV (+0,5%)
$PFE (+0,84%) sold—money in the $WINC (+0,2%)
that 1,000 was still okay $UBU7 (+0,49%) A little growth is still desirable despite the dividend 🚀
… Text is shorter now, since I don’t feel like typing it all out again
I everyone, I already have $WINC (+0,2%) and $LDGL (+0,41%) , considering that I would like to sell all my shares of $JEPQ, do you think splitting the money between those etfs is good or would you do something else?
Another month has passed, and it’s time once again to take a quick look into the engine room...
...actually, not much has changed in the big picture, except that after 38 months of consistent performance, the 40k mark has been broken, and so the final sprint of the first half has now begun...
...it’s not a high-flyer portfolio, but so far it’s been a solid growth story, and as the saying goes, every little bit helps...
...which is why YTD hasn’t changed much either...
...nor has it since the very beginning...
...the structure, however, is a different story, and so there were a few changes to the portfolio this month...
》New Additions《
$WINC (+0,2%) 244.01x
$AII (+4,75%) 101x
》Exits《
$EVD (+6,04%) 25x
》Top 3《
$HAUTO (+3,7%) +24.42% (+122.67%)
$VAR (-3,71%) +19.82% (+60.72%)
$DTE (+0,57%) +10.61% (-1.53%)
》Flop 3《
$3750 (+2,75%) -10.58% (+128.32%)
$ASWM (+1,37%) -9.86% (+17.84%)
$YYYY (+1,29%) -7.01% (-4.80%)
》Dividends《
This month, there were €252.24 in net dividends, representing a 12.24% increase year-over-year.
》CONCLUSION《
Everything’s business as usual, so we can relax and prepare for next Friday’s upcoming DATEV certification 👍🏻
I wish everyone continued success, and may dividends and growth be on our side 🫡

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