Alexandru Toma @SimpleDividends: "𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 May proved to..."

Ireland

𝐌𝐨𝐧𝐭𝐡𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 May proved to be another month of steady performance as we continue to navigate the global landscape with a focus on preserving capital and generating consistent income, even amidst evolving macroeconomic conditions. Performance : Year-to-Date (YTD) performance stands at 6.34%. This healthy return underscores the resilience of our dividend-focused strategy in the current market environment. Since inception, the portfolio has delivered an annualized return of 13.75%, demonstrating the long-term benefits of our disciplined approach. Our portfolio continues to provide a strong income stream, with a current dividend yield of 4%. This consistent yield remains a cornerstone of our strategy, offering a reliable source of return regardless of market volatility. Top Holdings: Our conviction in geographically diversified, income-generating assets remains strong. Our top holdings continue to reflect this philosophy, including: $MCHI (iShares MSCI China ETF) $EWH (iShares MSCI Hong Kong ETF) $EWZ (Brazil Index MSCI Ishares) $SCHD (Schwab US Dividend Equity ETF) These holdings embody our strategy of seeking attractive dividend yields from fundamentally sound companies and diversified markets, balancing growth potential with income stability. As the global trade landscape continues to be a dynamic factor, marked by periods of tension and temporary de-escalation ,our strategy, focused on companies with strong balance sheets and stable cash flows, remains well-positioned to navigate these uncertainties. We believe that a focus on income generation and value provides a defensive yet rewarding approach in a world characterized by evolving economic policies and geopolitical shifts.

4 Mentioned

MCHI

iShares MSCI China ETF

EWH

iShares MSCI Hong Kong ETF

EWZ

Brazil Index MSCI Ishares

SCHD

Schwab US Dividend Equity ETF

Strictly Necessary Cookies

Performance Cookies

Functional Cookies

Targeting Cookies