Frank Storck
Netherlands
Welcome back everyone! Just a short update this month. Ourt portfolio is basically perfoming exactly as we expected. We see a little upwards movement as well as people taking profits here and there. but we are still holding our profits for this year fairly well. We are currently at around 20% for this year with our dividend % coming out to roughly another 6-7% as well which is exactly what we set out to do. I have added some screenshots of our stats as well :) (i will take care of the 6,66 stat soon haha) As i have mentioned before i expect to see some more cooldowns towards the end of the year. This will provide us with some great buying opportunitys for the coming year(s). Remember we are fairly early in our journey and some more risk we take now will only help us further along the way. That being said we do ofcourse also have our monthly dividends coming in. Some of these we have already received in our portfolio and a few are still to come in the last few days of this month. Once again ive added a neat little overview: $KO (Coca-Cola) $Voo $NVDA (NVIDIA Corporation) $O (Realty Income Corp) $QYLD (Global X Nasdaq 100 Covered Call ETF) (big one) So with QYLD paying us our portion and considering its a big part of our portfolio we are setup for a nice payout. Which ofcourse will help us in our dollar cost averageing approach. Alright like i said it would be a bit of a shorter update this month. As always feel free to leave a comment or question and i will get back to you. Have a great weekend!
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