This month has been crazy with reaching ATH at $360k to me selling over $30k worth of stocks and traveling to Germany π©πͺ and Turkey πΉπ· (yes, Turkey again).
Before diving into the monthly update, letβs talk about this substack. In August, I wrote most amount of posts - including this I have written 8. This resulted in 14 more subscribers, not this community reaching 111.
Overview
π€ Dividends update
π₯§ Portfolio update
π³ Private Equity update
π« Life events
π¦ Tweets of the month (1 mine and 2 yours)
π€ Dividends update
This month was an okish dividend month with me receiving $ 1,179.60. It surpassed my expectation of $1,155.43 slightly.
I got a total of 5 cheques from JEPI ($ 569.55), COST ($ 42.39), AAPL ($ 49.30), O ($ 90.22), and QYLD ($ 428.14). I reinvested the amounts collected from COST, AAPL, and O. Next month I am expecting to get $1,315.12 in dividends.
This is what my YoY dividends charts look like:
π₯§ Portfolio update
This month was green and red, resulting in a net 2.85% loss. The graph looks steeper because I sold some stocks. My portfolio was down 2.85% in August while SP500 was down 3.80%.
This month had a total of 25 trades. 19 trades were buy of VOO 0.00%β amounting to $285, a buy of O 0.00%β amounting to $90.22, a buy of AAPL 0.00%β of $49.30, and COST 0.00%β of $42.39. There were 3 sales of U 0.00%β and VICI 0.00%β amounting to $22,500.
π³ Private Equity update
I invested in 2 more companies - Rad AI and Karbon Pay. I have written in brief about those companies here.
I made the decision to sell VICI 0.00%β and U 0.00%β to fund my angel investing - I hope to close the round by this week and explain the project. I am involved with this project for 9 months now and this is going to be my biggest angel investment ever.
π« Life events
I flew to Frankfurt and Istanbul - both beautiful cities with interesting food.
So, as promised here are some photo dumps.
π¦ Tweets of the month (1 mine and 2 yours)
We all want to grow and we hustle hard for that, but IMO life is more about the people around us. So, take some time out of your life to enjoy life and hang out with your friends and loved ones. Be nice to everyone.
Indexers vs stockpickers - we know what happens lol
Key takeaways of Capital Returns by Leandro
And a few last words
Life is fleeting, and some unforeseen events can be there. My family member had to go through it recently - appendicitis (we diagnosed under 4 hours and successfully operated). While itβs not a dangerous infection if treated properly, it can be dangerous if infected appendix bursts (generally happens under 24 hours). But in our part of the world, we tend to ignore stomachaches. So if you have the following symptoms please go to the doctor for a further checkup.
Stomach aches and cramps
Puking even while you drink water
Diahorreaha
Fever
I am adding a link to more info on appendicitis. https://www.nhs.uk/conditions/appendicitis/symptoms/