June 2025 Portfolio Update:
Here’s our performance and strategy recap for June 2025. The market remains dynamic, but our commitment to quality dividend-paying companies continues to deliver strong, stable results.
📊 Performance Snapshot
June Return: +5.41%
Year-to-Date (YTD): +12.06%
Annualised Return (since inception): +15.49%
The portfolio remains ahead of most income-focused benchmarks, with low volatility and resilient dividend income, even through shifting macro conditions.
🧠 Strategy Overview
Dividend-focused portfolio designed for long-term investors who value steady income and capital preservation.
Sustainable Income – Prioritising companies with reliable, well-covered dividend payouts.
Global Exposure – Holdings in North America, Europe, and Asia to reduce risk concentration.
Low Volatility, High Quality – Preference for large caps with durable competitive advantages, strong cash flows, and long-term track records.
💸 Dividend Activity
June included dividend payments from several major holdings. Dividends are reinvested opportunistically , enhancing compound growth over time.
The current dividend yield is at ~3.7%.
🔍 Market Outlook & Portfolio Positioning
We are underweight tech and overweight value, in line with our income strategy.
No major rebalancing was done in June, but we remain ready to rotate capital if dividend coverage weakens or valuations stretch.
✅ Summary
June added another steady gain to an already strong year. We’re up +12.06% YTD, all while keeping risk contained and income flowing.
Thanks for your continued trust — this portfolio is built for investors who want growth, income, and peace of mind.
Stay patient, stay invested.
$MCHI (iShares MSCI China ETF)$SCHD (Schwab US Dividend Equity ETF)$EVO.ST (Evolution AB )... Show More
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Wed Feb 04 2026 05:11:48 GMT+0000 (Coordinated Universal Time)
