Hey,
June is finally over. First off, here’s the scoop: Installing the solar panel system is still going to be a real headache. But more on that later. As usual, let’s take a look at the performance first.
📈 Performance:
S&P 500: +0.85%
MSCI World: +1.29%
DAX: -0.43%
Dividend portfolio: +0.21%
My top and bottom performers in June were (Top 3/Bottom 3):
🟢 ($JNJ (-1,91%) ) Johnson & Johnson +15.36%
🟢 ($UNH (+1,34%) ) United Health +13.54%
🟢 $LLY (+0,08%) ) Eli Lilly +13.35%
🔴 ($8058 (-1,28%) ) Mitsubishi -12.98%
🔴 ($MSFT (+0,18%) ) Microsoft -14.37%
🔴 ($DTE (-0,84%) ) Deutsche Telekom -17.36%
Dividends:
June 2026: €272.72
June 2025: €343.94
Change: -20.71%
What caused this? Ping An Insurance won’t pay out until July this year. Petroleo Brasileiro is still missing; I expect €13.38 (gross). So probably just over €10. Gladstone Invest had a special dividend last year. There wasn’t one this year.
Sales:
🟥 None
Purchases:
🟩 None
Investment plans:
($CTAS (-1,21%) ) Cintas (50€)
($MSFT (+0,18%) ) Microsoft (€25)
I’ve paused the LVMH savings plan because I’m almost at my target amount, so I’ll top up the remaining shares to full shares as soon as I have money available again.
What else has been going on?
The solar panel system was installed on the roof right on schedule. Everything went off without a hitch. It was supposed to be connected on June 25. However, that was postponed and was scheduled for June 30. The electricians arrived on time, but unfortunately didn’t finish the job.
However, the technicians cut through the fiber-optic cable. We were able to patch it up temporarily, but now there are four LAN cables running right across the basement. It doesn’t look great, but it works. The company will repair the fiber-optic cable soon.
Since it’s already July as I’m writing this, I’ll give you a little spoiler: The hot water isn’t working, the wallbox isn’t working either, and no one knows why. You’ll find out how this turns out (which I don’t know yet either) in the July recap.
🥅 Goals for 2026:
I’m aiming to reach €85,000 in my dividend portfolio this year. I’m currently at around €79,696, so at least in theory, anything is still possible. I still have the dividends to reinvest. A pure price increase would now require just under 6.25%. So that’s a bit unrealistic. I’m expecting about €1,500 in net dividends this year (according to getquin). So, with the reinvestment of dividends plus price appreciation, it’s definitely still achievable.
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