I decided to increase my position in Restaurant Brands International and I therefore bought 55 more shares at a total cost of 2,793 €. I now have a holding of 120 shares at a total cost of 6,438 €.
Sunday, 31 July 2022
Sunday, 3 July 2022
Summary of June 2022
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| Summary of June 2022 |
War still going on in Ukraine and people are dyeing every day. Ukraine is a large food producer and exporter which can potentially lead to global food shortages. Inflation and interests rates are increasing globally. Covid is coming back and the infection rates, happily not death rates, are increasing day by day. More countries are trying to protect themselves by joining Nato and from the energy crisis by building more nuclear plants. The world is open for travelling but airspace over Ukraine and Russia is not which is creating massive issues. The managers of the airports globally thought they were clever during Covid - they were not, and now we are stuck in an open world where we should be able to go anywhere but we are unable to get through security at the airport in time to catch the flight OR the flight gets cancelled at the last minute. May we live in interesting times.
So... the stock market have during June reacted to all of the above and probably also to many more things that I've missed to put into the list. Dividends do however keep dropping in and I received a bit more than 400 € so that is good news. Bad news is that the stock market is shaky and the money that I had started to build up for my renovations object have now been wiped out and there is nothing to say that this will be the end of it so it will probably continue down which then "eats" into my retirement fund. Is my brother right? Will I need a bigger buffer before retirement?
Currently I'm still sitting with a good job in a position that is paying me fairly well so I'm in no stress to leave. The new boss have still not arrived and I'm enjoying my freedom of doing pretty much whatever I fancy. Let's see what the pushback will be one day.
Am I worried, concerned, having sleepless nights of any of the above? No, I'm not. Life is in the end good and my heart is with the people in Ukraine that are currently suffering.
For the previous summary please visit Summary of May 2022 and here you can see my stock portfolio as it is.
The total invested value is now at: 296,096 €. Monthly investments made in ETF Mix, Rio Tinto and I divested Stock X.
DAX is now down to 12,813 points which means that it has decreased by -11.4% since the previous summary and my own portfolio has decreased by -11% in the same time period.
Conclusion: DAX is down and I am down. I keep investing and I've now added in the final amount of money to my UK ISA broker account (£20k per year and the tax year started in April 2022) so I've got one more investment to make in July from the cash that is now in there but after that the money needs to be brought into action somehow else. I might be forced to just keep it as cash which fills my heart with dread.
Saturday, 2 July 2022
Dividends during June 2022
McDonalds paid out 31.22 € as cash on my broker account.
ETF EU paid out the handsome sum of 326.30 € as cash on my broker account.
Nike paid out 11.67 €, however taxman withheld 1.75 € and I received 9.92 € in cash on my account.
BP paid out 40.66 € as cash on my broker account and finally
IBM paid out 38.94 € of which taxman took 5.84 € and I got 33.10 € as cash on my broker account.
Stocks bought/sold June 2022
I also sold off Stock X so 364 shares departed and this gave me 71 € in cash on my broker account after the trading fees were paid giving a total loss of 991 €. Stock X was a small American company that was seeking FDA approval for a drug that is already commonly used in the world, including EU. However they failed miserably in getting that approval hence no reason to keep them.
Monday, 6 June 2022
Summary of May 2022
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| Summary of May 2022 |
Overall it has been a tough start of this year. I keep investing more money each month however there is shockingly little movement in the current value of the investments. I was also profiting from a stronger £ however that has now also dropped down which has a large impact on the Mixed ETF that I have in the UK.
It is sad to see how much attention Mr. Depp and ex-wife is receiving while we have a war going on with thousands of casualties just next door. Each time someone tried to bring it up with me I raised the Ukraine/Russia situation. They all consider me to be a party pooper but I do not care. I find humans ability to focus, including on bigger matters, to be appalling.
I made my first international business trip this month. A two day journey to Germany and that was it. Still it is a start and I hope that more will join me in that they will never take business or first class flights ever again. It is simply not worth it for either the environment nor for the cost.
I've still not received a new boss and it seems as if it will be a slower process. There is a lot of drama at work since quite a lot of people are taking some liberties in how they act and what they do... me included... So I'm currently having a great time at work!
For the previous summary please visit Summary of April 2022 and here you can see my stock portfolio as it is.
The total invested value is now at: 294,030 €. Monthly investments made in ETF Mix and ETF EU.
The value of the portfolio is today: 394,952 € and I have 5,538 € in cash on my broker accounts. I have realised gains of 5,538 € and unrealised of 100,922 € (26%) which is not good enough but it is improving. My ETFs are now up at a value of 63% of my portfolio.
DAX is now up at 14,460 points which means that it has increased by 2.6% since the previous summary and my own portfolio has decreased by -1.3% in the same time period.
Conclusion: DAX continues to do well this month also while I am treading water. I can only push in £2k into my stock ISA in the UK which is most likely going to happen next month and after that I will probably have to start bringing money back home to Sweden as preparation for retirement. Annoyingly it will have to remain as cash which I'm not at all pleased with.
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