This quarter is about to end and here is how my portfolio looks in the last quarter.
Portfolio:
I have concentrated my portfolio on only companies that I believe are strong. I own 6 individual stocks -
$AAPL,
$ASML,
$VICI,
$JPM,
$COST and
$U. I own 2 high dividends ETFs -
$JEPI and
$SCHD.
Preformance:
Last 3 months has been a good for my portfolio.
In last 3 months, my portfolio grew by 10.78% while SP 500 grew by 10.16%.
My biggest winner was
$U which is up 50% in last 3 months, I am up 46.30% in Unity. It's my second largest holding too.
Thanks to massive gains in
$U, I was able to reach $500k in net worth!
I didn't have any losses in last 3 months,
$SCHD and
$VICI were read at one point. As a dividend investor, my focus is on dividends, so here it is:
Dividends collected: $ 2,299.88
Highest dividends (JEPI): $ 776.75
Dividends were all re-invested, dividends collected from
$JEPI were re-invested in
$SCHD and other's were re-invested in their own stock.
I am not holding a lot of cash as I am using my cash for ScoopBird - newsletter platform that I am working on.
Future:
I am going to focus on buying more
$SCHD using my
$JEPI dividends. As of now I am not planning to sell any of the stocks, including
$U. Few companies I am looking at right now are Oracle and Moody's.