June 2022 update! π | #15
Monthly update on capital gains, dividends, and other life events
Between U 0.00%β and VICI 0.00%β trades, market volatility, and turning to 28 - the month of June was an exciting month.
Today, I am going to talk about the following:
Overview
π€ Dividends update
π₯§ Portfolio update
π« Life events
π€ Dividends update
This month was also important because stocks went down month too. I was expecting to make around $1.5k, but I ended up making $1,251.29. The majority of the trade went into re-investment. There is nothing like DRIP π¦.
I got the 8 following BST 0.00%β ($230.86), QYLD 0.00%β ($308.35), HD 0.00%β ($ 59.42), STAG 0.00%β ($ 31.40), O 0.00%β ($ 89.72), MSFT 0.00%β ($ 31.15), AGNC 0.00%β ($ 135.08) and JEPI 0.00%β ($ 365.31). Next month I am expecting to make $1,538.38 in dividends.
This is how my YoY dividend charts look:
π₯§ Portfolio update
This month was full of trades - 41 to be precise. I bought VOO 0.00%β 20 times, amounting to $345. Each purchase size was $15 to $30. I also took a profit in VICI 0.00%β trade. I made a total of 15 trades. One big sell of 30% ($8,000) with 14.7% profit and 14 buys ranging from $250 to $1000 amounting to $8k. I got 22 extra shares and a $32 increase in annual dividend. You can read about the trades here.
Apart from that I also bought exited out of STAG 0.00%β position. I decided to do so because I was getting better income opportunities with QYLD 0.00%β, JEPI 0.00%β, and BST 0.00%β, and I was getting better growth opportunities with JPM 0.00%β. So, I exited STAG 0.00%β and added the above positions.
Also, my average holding period has increased to 10.3 months from 8 months. My goal is to increase it. Total portfolio holdings have decreased to 15 after exiting from NUSI 0.00%β and STAG 0.00%β. I will try to decrease it to 13 (stocks and ETFs) + 1 (S&P 500 ETF / VOO 0.00%β ).
If you arenβt in Commonstock, feel free to create an account and say hello.
π« Life events
In life events, I turned 28 (hopefully older and wiser). I also am looking to invest in a few more private companies mostly focused on games. I hope to complete my investment by the end of August and let you know.
So, thatβs all from this month. Over and out!
June 2022 update! π | #15
Would investments in private companies be mainly focused on/in Nepal?