High Income Momentum — Monthly Recap (July 2026)
Month: +4.74% compounded.
Year-to-date: +13.46% compounded.
Div Yield: 5.62%
Dividends distributed in July: +0.66% of the book across 5 holdings.
23 sessions — 13 up, 10 down. The mid-month week did the heavy lifting; the book stays dividend-focused... Visa mer Översätt
High Income Momentum — Daily (Thu 2 Jul 2026)
Today: +0.60% compounded.
Year-to-date: +9.25% compounded.
Dividend yield: 5.89%
Last 5 days: Fri +0.49% · Mon +0.23% · Tue -0.34% · Wed +0.25% · Thu +0.60%
Past performance is not indicative of future results. Capital at risk.... Visa mer Översätt
Inte investeringsrådgivning. Författaren kan ha finansiella intressen i de nämnda instrumenten.
High Income Momentum — Daily (Wed 1 Jul 2026)
Today: +0.25% compounded.
Year-to-date: +8.59% compounded.
Dividend yield: 5.94%
Last 5 days: Thu +0.26% · Fri +0.49% · Mon +0.23% · Tue -0.34% · Wed +0.25%
Past performance is not indicative of future results. Capital at risk.... Visa mer Översätt
Inte investeringsrådgivning. Författaren kan ha finansiella intressen i de nämnda instrumenten.
High Income Momentum — Daily (Tue 30 Jun 2026)
Today: -0.34% compounded.
Year-to-date: +8.32% compounded.
Last 5 days: Wed -0.43% · Thu +0.26% · Fri +0.49% · Mon +0.23% · Tue -0.34%
Dividend-focused and lower-beta by design.
Past performance is not indicative of future results. Capital at risk.... Visa mer Översätt
Inte investeringsrådgivning. Författaren kan ha finansiella intressen i de nämnda instrumenten.
This is how it went last week and how we're standing YTD.
Again, it is a massive challenge to deliver a 5%+ div distributing portfolio without erosion of NAV. It is even more difficult to deliver a a 5%+ while beating the broader market in the process.
I know I won't be enjoying a positive... Visa mer Översätt
I'm really done being a philosopher out here. Hence having adopted a ''reporting'' style lately.
However, I feel like I can bluntly, arrogantly and yet humbly say out loud that I TOLD YOU.
I guess the only reason I'm steaming this off now is because I came accross with some... Visa mer Översätt
Almost done with end of last month entries, but not just yet.
Algo signaled this stock was displaying enhanced momentum. It was and is paying mninimum +5% dividend. I executed the order fired and added this stock to my portoflio. $ROMER.OL (Romerike Sparebank)
Currently going against me.
Kup.
Cheers,
RR
$SPX500... Visa mer Översätt
Been travelling quite a lot lately. Business related travelling unfo, hence the erractic posting.
The commitment here is not only to execute but also to document the execution of my strategy.
So still dissecting end of last month's trades.
In the attached chart, my algo gave me a entry trigger... Visa mer Översätt
Deep red week. Energy and shipping stocks heavily hit. Portfolio still in the high single digits right color, year to date, for what's worth it.
All in all, execution has been outstanding. Tough months, tough years and let alone tough weeks will only be completely out of the menu if what I'm... Visa mer Översätt
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Sun Aug 09 2026 10:23:48 GMT+0000 (Coordinated Universal Time)