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Portfolio Review

June 2023 Portfolio Review

Posted on July 3, 2023 by invspot

Portfolio Review

Market can go up, down or sideways but the dividends keep rolling in and I love the quarter ending months as they produce the sweetest fruit. The S&P just ripped thru June and finished up 6.3% if you have been sitting on the sidelines because of the “recession fear” you missed out on 15.5% gains YTD and getting close to recovering from 2022 losses. My overall portfolio performance for the month was 6.02%. If you learn anything from this, just continue to invest during you accumulation stage! Now onto this months portfolio review.

 

 

Dividends Received

 

 

 

Got to love the end of the quarter where I get 4X the amount of payouts. This month was the first time eclipsing the $1,000 mark, just inching over the line. It marks an 18% gain over the same period a year ago. Total received was $1002.57 from 28 holdings with the largest payout coming from ETF SCHD with $266. SCHD rebalanced it’s holdings in March and there was some uncertainty with it’s dividend rate. It came in a bit lower compared to same period last year but this will stabalize and I believe it will continue to grow. Below is a breakdownof the payouts for this month.

 

 

Monthly Purchases

If you have been following me, by now you know I invest $300 every week into my brokerage account.

My weekly ~$300 investments went into these positions:

2 Shares of ABT
7 Shares of NEE
2 Shares of KR
1 Share of JPM
1 Share of UPS

In my Roth accounts – Funded with Options Premiums.

1 Share of TGT
3 Shares s of VICI
1 share of TD

Total invested for the month of $1132.85 adding $53.62 in PADI.

 

Dividend Increases

I had three of my holdings announce a dividend increase.

Realty Income O with it’s 3rd increase of 2023. They are small but consistently raising the dividend each quarter.

Target TGT with a small 1.85% increase

Kroger LOW with a 11.5% increase

 

Options Income

For June I generated a total of $695 in options premiums. Pretty good month overall and with the market rising for the month I didn’t have any Puts assigned.

Year to date I have generated $3233 in premiums on $25,000 a 12.9% return on my money, not to mention those premiums then get reinvested into my portfolio boosting the return even higher.

 

Wrapping it up!

As mentioned earlier we increased PADI by $53.62 a 0.90% increase from the previous month and my lowest YTD. My projected PADI has gone over the $6K mark at $6014.19 or $501 a month. My goal was to reach $6,000 by years end and I’m happy to have acheived this goal in half the time. Let’s see if I can tack on another $500 before years end.

My trailing 12 month payout is at $436 per month.

 

How have your investments done so far in 2023? share your thoughts in the comment area below.

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