This month was ok-ish, nothing crazy except the market plus a few sales to fund my biggest angel investing round.
Overview
π€ Dividends update
π₯§ Portfolio update
π³ Private Equity update
π¦ Tweets of the month (1 mine and 2 yours)
π€ Dividends update
This month was a great dividend month with me receiving $1,325.47 in dividends. My expectation was $1,315.12. There were a few dividend hikes too.
Firstly, MSFT increases dividends by 9.7% increasing my MSFT dividends from $124.61 to $136.69.
Second, O increases dividends by 0.2% increasing my O dividends from $1,082.64 to $1,084.82.
Third, VICI had a big dividend increase of 8.3% increasing my VICI dividends from $972.29 to $1,052.99.
With these 3 increases, my dividend increased by $94.96 or in π₯ terms, 1 month supply of mo:mo.
I use Twitter account dividend hike to keep myself updated with dividend hikes. Feel free to follow the Twitter account.
This month I got 7 checks from CME ($66.91), QYLD ($390.36), WM ($44.60), O ($90.52), MSFT ($31.15), HD ($59.42), JEPI ($642.51). Next month, I am expecting a big paycheck of $ 1,796.69.
π₯§ Portfolio update
This month was harsh, to say the least. SPY was down around 9% and my portfolio was down 11%. The portfolio value is below 300k now.
This month too I had 25 trades with 1 sell and 24 buys. I had the usual buy of SPY and re-invested dividends.
π³ Private Equity update
This month too I invested in 3 more companies - Tribevest, Tap Systems, and WeFunder. I am excited about both of them.
I will write more about them and what they do in new posts. Another company that I am investing in and still raising is StockCard. StockCard is an investment research platfrom to increase the performance of individual investors. They are raising on a platform called Republic. If you want to invest please follow the link:
https://republic.com/stockcard
π¦ Tweets of the month (1 mine and 2 yours)
Nothing can beat a goodie and a puppy. Thank Commonstock for sending the goodies.
This tweet by The Practical CPA gives a decent outlook of the balance sheet.
A decent book list from Decade Investor. One book that I will personally add is Common Stocks and Uncommon Returns by Phil Fisher.