Jul 2024 - A Catch-up
Due to a busy personal schedule, I haven't been able to post my usual in-depth monthly updates. For the skipped months, I'll be sharing a brief summary of my stock performance and dividend income instead. Any entry tagged “A Catch-up” will appear in this limited format.
Note: This portfolio overview image below represents my portfolio as of July As these models update in real-time, I unfortunately do not have snapshots of the end of the rest of the months, due to being unable to do these updates in proper time.
Moves
No active moves were made this month.
Performance
My portfolio value decreased by 1.86% in the month of July, underperforming the Dow Jones World Index up 1.58% in the same period.
Dividend overview
I received a total of $85.44 in dividends before taxes for July 2024, flat compared to the same month last year at $85.32.
Commentary & Review
Nothing to see here!
Due to the catch-up nature of this update, no commentary or review is provided. Sorry to disappoint.
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Watch List
Changes to the Watch List this month: Sea and Palantir upgraded to “Top Picks”. Enphase Energy removed.
My Watch List sorts stock by sector and notes are included for each one, describing my interest and reservations. The status indicates the likelihood of a position being added to my portfolio. ‘Watching’ means I just keep an eye on them, whereas ‘Top Pick’ means they are very likely to find their way into my portfolio at one point - ‘Under consideration' means somewhere in between, with notes offering some elaborating thoughts. Please note my Watch List is based on my own research and goals and is in no way a recommendation of what to buy.
Disclaimer: I am not a financial advisor, the opinions expressed in this article are entirely my own – always invest at your own risk.