Frank Storck
Netherlands
Welcome back Everyone, 👉Once again weve hit the end of the month. This month has been a bit of a rollercoaster, we went down a little only to go back up and we leveled out at a small profit for now. All in all this presented us with some nice DCA moments which ive taken advantage of. 👉I also added 2 more assests to our portfolio who i think have potential for the (near) future. 👉The first being $MPCC.OL (MPC Container Ships ASA) Like $BWLPG.OL (BW LPG) MPCChas a fleet of container ships who is performing well and they have added more ships to their fleet further increasing their capacity. As the world is consumer based and we keep shipping more and more products i think this stock will perform well in the future. On top of that they offer a very high dividend yield for the moment (22.25%!) of which we can take full advantage for now. After a small drop in the price i managed to buy some stocks for a decent price to start our position. 👉The second one being $01211.HK (BYD Co Ltd) or BYD (Build Your Dreams) BYD is a chinese tech company that focus on sustainable technologies. Such as batteries, Electric cars, subway systems etc. Considering they have set a seriously high standard with their blade battery technologies as well as overall quality of their cars & products. I believe they have a very bright future ahead. And will continue to grow despite import taxes being raised by EU & USA.✅ They will circumvent EU import taxes in the future by partnering with Turkey and producing their Cars there since Turkey has a treaty with the EU excempting them from these taxes. Making their cars cheaper to consumers and enabling them to keep setting new benchmarks for price/ quality. ✅ Speaking of which BYD has spent billions in new factory locations which will start producing in the future. These additional locations will increase the companies capacity significantly. Aside from that they have also had a 5 billion dollar deal between their subsidiary Rivian and Volkswagen. The deal is to share ev tech, infrastructure & Software. Further Cementing their status that they are here to stay.✅ All this will help them hit their goal of achieving a 50% revenue stream from outside of China highligting their growth potential for the future. Aside from all of the above they also offer a tidy dividend yield 1,48% on holding their stock which is a good bonus for us.✅ If you guys have any opinion on either stock or an excisting one please feel free to ask id love to hear more opinions on the matter. 👉Other then that guys we ofcourse have the monthly dividends, this month we actually have quite a few: $QYLD (Global X Nasdaq 100 Covered Call ETF) $T (AT&T Inc) $MA (Mastercard) $O (Realty Income Corp) $AESI (AESI Holdings Inc) 👉As always i intend to stay the course with our portfolio and try to stay the course to the end of the year and secure our results for this year. That being said if we do get a bigger correction i will aim to buy more on the dips with this and next months dca amounts. Once again thanks for reading all this info guys and have a great weekend!👋