Luka πŸ¦‰'s avatar
$88.3m follower assets
Portfolio Update πŸ“Š 06.05.2022
Hello fellow investors πŸ‘‹
here is the link to the details of my portfolio (dividend stocks + ETFs)

Performance in April was bad as expected, especially since the ETF portfolio lost quite a while cause it is heavily exposed to indexes like Nasdaq100 and S&P500. On the other hand, the dividend portfolio has a low beta and performs better than the market, but still negative.

New Stocks:

$SBUX is a new holding. I started a wheel strategy on Starbucks, and I immediately got assigned, so I am now selling covered calls. But meanwhile, the stock is there in my portfolio, collecting dividends.

$GOOG also is a new holding. I understand it is not correct to consider this stock in the dividend portfolio cause it is not paying any dividends. Still, I don't want to create a different portfolio only for that.

As you can see, the ETF portfolio shows data in $ amount while the dividend portfolio only in %. It is something I will fix in the future, being 100% transparent.

If you have any questions, let me know in the comments below. πŸ‘‡

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