July 2025 Portfolio Update:
π Performance
July Return: +2.44%
Year-to-Date (YTD): +13.36%
Annualised Return (since inception): +15.47%
The portfolio remains ahead of most income-focused benchmarks, with low volatility and resilient dividend income, even through shifting macro conditions.
The portfolio's current dividend yield is at ~3.6%.
π§ Strategy Overview
Dividend-focused portfolio designed for long-term investors who value steady income and capital preservation.
Sustainable Income β Prioritising companies with reliable, well-covered dividend payouts.
Global Exposure β Holdings in North America, Europe, and Asia to reduce risk concentration.
Low Volatility, High Quality β Preference for large caps with durable competitive advantages, strong cash flows, and long-term track records.
β Summary
July added another steady gain to an already strong year. Weβre up , all while keeping risk contained and income flowing.
Stay patient, stay invested.
$NVO (Novo-Nordisk A/S SPONS ADR)$BTI (British American Tobacco PLC ADR)$TD (Toronto-Dominion Bank)$EVO.ST (Evolution AB )... Show More
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Sun Feb 08 2026 10:54:03 GMT+0000 (Coordinated Universal Time)
