June Portfolio Summary
June was an interesting month. Mr. Market continued its downward trend, and we ended up with the worst 1st half of the year in 50 years. If you are still here and investing, congratulations for weathering, hopefully, the worst storm of our lifetimes.
Personally, I had a pretty decent month. I collected a decent amount of dividends, restarted contributions to my Taxable account and was able to make some buys.
Let's get into it:
Not much to note in my Overall Top 10. This is the combination of both my Taxable and Roth IRA. All positions stayed the same as May, with some slight shifting in positions. Only percentage change was $VEA going from 7% at the end of May to 6% today. I will break down individual portfolios below.
% Change (vs S&P): -6.56% (+1.83%)
Dividends: $76.72 (+147% over June '21)
Buys: 1 share of $ABBV at $140.97 on 6/13
Dividend Reinvestments: 0.0278 shares of $CNA, 0.0279 shares of $DD, 0.0063 shares of $RTX, 0.0347 shares of $XLE, 0.0195 shares of $SCHD, 0.0392 shares of $VDE
Top 5 Positions:
% Change (vs S&P): -17.19% (-8.8%)
Dividends: $30.23 (-4% over June '21)
Top 5 Positions:
I am happy to have weathered this storm and continuing to be able to contribute and buy great companies.
I am a little concerned about performance of my Roth IRA, but keep the goal of the portfolio in the back of my mind - build a portfolio for dividend income for retirement. Seeing as I still have nearly 30 years (within 11 days) until I hit 59 1/2 & the penalty-free withdrawal age, I am not too concerned.
I am going to continue to stay the course and execute my plan. Hopefully Mr. Market will feel better with the summer sun and start turning this thing around!
Thanks for following along and I would love to hear any of your thoughts and questions in the comments!