📈 Performance:
S&P500: +2.80%
MSCI World: +2.60%
DAX: -0.09%
Dividend portfolio: +0.74%
My high and low performers in September were (top/flop 3):
🟢 ($TSLA (+1,82%) ) Tesla +33.20%
🟢 ($UNH (-0,46%) ) UnitedHealth +14.25%
🟢 ($D05 (+1,44%) ) DBS +12.94%
🔴 ($DTE (-1,7%) ) Deutsche Telekom -8.29%
🔴 ($TSCO (+2,69%) ) Tractor Supply -9.43%
🔴 ($TXN (+0,46%) ) Texas Instruments -10.30%
Dividends:
September 2025: € 203.56
September 2024: € 140.14
Change: +45.26%
Sales:
🟥 ($T (-3,77%) ) AT&T (27 shares) +36.05%
Purchases:
🟩 ($2318 (-0,02%) ) Ping An Insurance (150 pcs.)
🟩 ($UNP (-2,65%) ) Union Pacific (3 shares)
Savings plans:
- ($CTAS (-1,45%) ) Cintas (50€)
- ($MC (+0,69%) ) LVMH (50€)
- ($MSFT (-0,03%) ) Microsoft (25€)
What else has happened?
As announced, I asked the tax office to recalculate the advance payments. This was done and fortunately I no longer have to pay anything in advance.
If things go well, I'll even get some money back next year.
The bill for the car has also arrived and amounts to €1500. But that really pays for everything.
My nest egg has melted down to €900 and now I have to build it up again. Once again, the target is €10,000.
I was on vacation in Egypt from the end of September until last weekend. As always, it was super nice and just pure relaxation.
🥅 Destinations 2025:
Deposit of €10,000 and thus a custody account volume in the share portfolio of ~€73,000
Target achievement at the end of September 2025: 69.19%
How was your September?
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