...or as they say, "the dividend animal greets you every month" 🤗

$YYYY (-0,45%)
#dividendentier

Ho ho ho you beautiful Christmas time...

...here again the monthly look in the rear-view mirror🔎

The first thing that surprises me is the fact that the Getquin Rewind is more positive than my monthly benchmark at the end of the month 🤔

According to Rewind, I ended the month with + 1.07%...

...whereas my benchmark closed the month at -0.46% as at 30.11.2025 🤷🏻‍♂️

I can't quite put this together yet, but I assume that the cut-off date for the calculation was different from 30.11. or that gross dividends are also used in some cases 🤷🏻‍♂️

Be that as it may, for me the benchmark is the measure of all things in this context and the month ended with -0.46% 📉

A year-end rally also looks different to me, but all in all I'm quite satisfied with the annual results so far and am close to the lower range of my targets, which have been raised twice so far...

...over the year as a whole, I'm also quite satisfied so far and am on a par with or a nose ahead of the Nasdaq, although my portfolio is anything but tech/growth-heavy 😅

If things continue like this, I see myself well on the way to the first 100k 💪🏻

And if things go really well, this goal could even be reached during the term of office of the Orang(e)-Uta 🍊.

But as we all know, things often turn out differently than you think, so keep spitting in your hands and looking ahead...

In terms of dividends, the month also looked a little better again:

》Gross: € 217.01

》Net: € 176.09

》Yield (TTM): 6.033%

》YOC (TTM): 6.928%

These two values would actually be a little higher, but with every further purchase without a dividend received, they naturally fall again slightly 😉

》Total net dividend: € 1479.94

》CAGR: 495.30%

All in all, after 2 1/2 years, I think it's still easy to bear and should continue to rise steadily in the future, or rather, "the squirrel feeds on hard work" 🙂

》My top 3 this month:

🟢 $BATS (-0,15%) +14,16% (+100,07%)

🟢 $DTE (+0,51%) +1,35% (-1,57%)

🟢 $WINC (+0,15%) +1,30% (+5,31%)

》My flop 3 this month:

🔴 $3750 (+0,54%) -16,35% (+47,92%)

🔴 $YYYY (-0,45%) -7,34% (+3,70%)

🔴 $VAR (-0,84%) -5,49% (+1,01%)

》Disposals:

none

》Additions:

none

》Increased:

$DTE (+0,51%)

$VAR (-0,84%)

$1211 (-0,95%)

Apart from that, there wasn't really much else new, except that my CT scan in November turned out well and my next check-up is due in a week's time.

With this in mind, I wish us all a wonderful pre-Christmas period and a good end to the year...stay tuned 📈👋🏻

The announced November distribution of the $YYYY (-0,45%) YieldMax Big Tech Option Income UCITS ETF is slightly lower than in the previous month. In fact, it is the lowest ever, but still at a solid level. In view of the dollar exchange rate, it will probably be below € 0.90 for the first time.

https://hanetf.com/de/fund/ymag-yieldmax-big-tech-option-income-ucits-etf/

Hi everyone, here's a little insight into the October results of my portfolio, and well, there are also some down months - it can't always be a steep upward trend.

However, I am basically satisfied with everything and the minus in October is really within a very manageable range.

If you look at the current year as a whole...

...you quickly realize why I am still very satisfied with the future. It may not be a high performer, but for a value dividend portfolio it's still enough to build on 🫠

》IRR 21.22%《

》TTWROR 61.01%《

I am also relaxed about the future in the long term, because...

...everything is still relaxed at the upper end and let's see what else the crystal ball has in store for the future 🍊 😅

Especially since the goal of generating the FSA 1000/2000€ as quickly as possible through dividend payments has been optimally achieved, creating the potential for me to simply let profits run and not be dependent on sales, although sometimes a small take-away and later re-entry will probably be on the program more often...but that's how you keep feeling your way 🤫

However, as well as dividends, there is also some really good news: the second check-up after my operation in June was still negative and the third is due next month. The first year is always the most critical and so it's important to keep 👍🏻 and push through da....

...but let's stick to the subject of dividends...

In October, the yield was a bit lean and there was only €64.01 net dividend, which still means +76.02% YTD 💪🏻

But things are looking much better again this month, well, minus the beloved tax...

...which brings us to the top and flops of the month:

Top 3

🟢 $RIO (+0,89%) +10,32% (+16,32%)

🟢 $FTWG (+0,23%) +3,93% (+10,65%)

🟢 $YYYY (-0,45%) +3,87% (+7,46%)

Flop3

🔴 $HAUTO (+0,53%) -12,47% (+13,96%)

🔴 $MUX (+0,34%) -6,16% (+20,82%)

🔴 $DTE (+0,51%) -5,96% (-4,68€)

Purchases:

$DTE (+0,51%)

$1211 (-0,95%)

$HAUTO (+0,53%)

Disposals:

》none《

And so we continue into November with the year-end forecast, which has already been raised twice...and I wish us all a successful November ✌🏻

...part 1 of 2 this month 🫠

ETFs that partly implement a CC strategy also underperform the market over the long term.

$QYLE (+0,11%)
$JEPI (+0%)
$JEGP (+0,15%)
$JEPQ (+0,28%)
$WINC (+0,15%)
$IE000MMRLY96 (-0,45%)

https://www.youtube.com/watch?v=K3sYY3T7V8k

$IE000MMRLY96 (-0,45%)

...and for the second time this month 🫠

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 (-0,07%) +5,40 % (+10,64%)

$3750 (+0,54%) +4,65% (+26,46%)

$RIO (+0,89%) +3,69% (-1,73%)

🔴 Flop 3 August

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

$VAR (-0,84%) -1,45% (+4,79%)

$PETR4 (-2,56%) +1,54% (-6,89%)

》Upgraded ✅️

$MUX (+0,34%)

$IE000MMRLY96 (-0,45%)

$VAR (-0,84%)

...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...📈