Dimitrios Bakolas @dbakolas: "June 2026 and 2026H1 Performance..."

Greece

June 2026 and 2026H1 Performance Update: Riding the choppy waves. Dear copiers and followers, June has had a pullback on the portfolio, after a pretty decent performance in 2026. Specifically, it is down -3.25%, a steeper drawdown than usual. This was partly because of the general trend of "Sell in May and go away", with many big institutions and retail investors pulling funds away, maybe in preparation for summer or in a general sector rotation, and partly because of the massive hit my biggest position, $MSFT (Microsoft) , took this month. While this drawdown is obviously annoying, the yearly performance of the portfolio in the first half of 2026 is +10.36%, a reasonable gain and on course for the annual goal of +14%. This month erased most of the portfolio's outperformance versus the $SPX500 , though we are still a few decimal points above it, for what it's worth. In June, I unusually re-entered a position I had exited in March due to hitting the take profit price. It is $PBR (Petroleo Brasileiro SA Petrobras-ADR) , an excellent dividend payer who had spiked in price due to the oil price increases in that month and has now returned to more attractive valuations. I also acquired $SPCX (Space Exploration Technologies Corp) , an unusual play for a dividend portfolio, but a company that is poised for greatness in the next decade. Looking ahead into July, our passive income engine continues to operate with absolute predictability. We are reliably expecting 36 separate, individual dividend payments next month. As I emphasize regularly: every single cent of these incoming payouts will be systematically reinvested and rediversified globally. This continuous cash-flow recycling is what fund-allocates our new positions and drives the long-term compounding machine forward without requiring fresh capital injections from copiers, though of course these always help the pot increase faster The Horizon This portfolio is my actual retirement money. I have real skin in the game, and I manage it with the clinical precision required to protect and grow long-term wealth. If you prefer steady, predictable structural alpha over casino-style volatility, you are welcome to copy and grow with us. Minimum recommended copy: 500$ with "Copy Open Trades" checked.

Not investment advice. The author may have financial interests in the mentioned instruments.