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Portfolio in review
This quarter is about to end and here is how my portfolio looks in the last quarter.

Portfolio:

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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.
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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.
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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.
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Investor from Nepal πŸ‡³πŸ‡΅ (@nepali_investor) on X
Might be brief, but I am at $500k now!

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