📈 Performance Update – June 2026 📈
Dear fellow investors,
We have officially closed out the first half of 2026. While June brought with the portfolio dipping -3.15%, our overall year-to-date trajectory and long-term outperformance against the S&P 500 remain incredibly robust.
✅ +22.62% Year... Vis Oversæt
📈 Performance Update – May 2026 📈
Dear fellow investors,
During the month, I have taken some profit from energy and shipping stocks and rotated that capital into tech and BDCs (Business Development Companies like $ARCC (Ares Capital Corp) and $CSWC (Capital Southwest Corporation)). In line with the... Vis Oversæt
📈 Performance Update – April 2026 📈
Dear fellow investors,
The momentum remains exceptionally strong as we move into the second quarter of 2026. April has been an outstanding month, significantly widening the gap in our outperformance against the S&P 500.
✅ +25.59% Year To Date
✅ +3.97% in April
✅... Vis Oversæt
📈 Performance Update – March 2026 📈
Dear fellow investors,
The momentum remains strong as we close out the first quarter of 2026. March delivered another positive result, allowing us to further extend our outperformance against the S&P 500. Posting the while markets are still open, portfolio... Vis Oversæt
@popularinvestors Could you please add First Trust Vest S&P 500 Dividend Aristocrats Target Income UCITS ETF or point me in the right direction where to request? I believe there is a Google Form but I cannot seem to find it.... Vis Oversæt
Ikke investeringsrådgivning. Forfatteren kan have finansielle interesser i de nævnte instrumenter.
📈 Performance Update – February 2026 📈
Dear fellow investors,
The strong start to 2026 continues. February was an excellent month, and we have now further increased our lead over the S&P 500:
✅ +14.21% Year To Date
✅ +5.48% in February
✅ +47.59% over 2 years
✅ +94.86% since December 2022 (Total... Vis Oversæt
📈 Performance Update – January 2026 📈
Dear fellow investors,
It has been a great start of 2026 and we are now again ahead of the S&P500 as seen in the attached screenshot.
✅ +8.28% Year To Date
✅ +8.28% in January
✅ +40.3% over 2 years
✅ +84.74% since December 2022
✅ Annualized return:... Vis Oversæt
📈 Performance Update – December 2025 📈
Dear fellow investors,
Here's the final performance update of 2025:
✅ +11.98% Year To Date
✅ +2.79 % in December
✅ +30.36% over 2 years
✅ +71.16% since December 2022
✅ Annualized return: +19.62%
✅ Current portfolio yield: 11.25%
Source: bullaware.com/etoro/addeprod
Highest... Vis Oversæt
📈 Performance Update – October 2025 📈
Dear fellow investors,
Here's a quick recap of how the portfolio is performing:
✅ +8.94% Year To Date ✅ +0.81% in October ✅ +35.12% over 2 years ✅ +66.52% since December 2022 ✅ Annualized return: +19.1% ✅ Current portfolio yield: 11.74%
Source: bullaware.com/etoro/addeprod
Highest... Vis Oversæt
📈 Performance Update – October 2025 📈
Dear fellow investors,
Here's a quick recap of how the portfolio is performing:
✅ +7.96% Year To Date
✅ -2.35% in October
✅ +41.31% over 2 years
✅ +65.03% since December 2022 (Inception)
✅ Annualized return: +19.34%
✅ Current portfolio yield: 12.66%
Source:... Vis Oversæt
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