Monthly Update - June 2023 📆 | #53

Big capital gains and Unity
Published on: July 2, 2023

Hello everyone, June is the best month I have ever had in my entire time as an investor in terms of capital gains. Let's dive into it:

Overview

  1. 👻 Portfolio update
  2. 🤑 Dividends update
  3. 🐤 ScoopBird


👻 Portfolio update

This month, I made 0 sales and 0 buys. From the month of July, I will set up automation so my investments keep rolling! Ideally, I would love to buy $SCHD every day.

This month's portfolio gain was off the roof, I gained +$11,944.91 (+4.82%) in my dividend growth portfolio and I gained +$22,337.35 (+20.85%) in my non-dividend portfolio. In total, I gained, +$ 34,902.82 (+9.50%). $SPY was up +5.09% last month. With this massive gain, I could cross $500k in networth and am hovering around $400k in stocks.

My biggest winner in the dividend growth portfolio is $AAPL with +9.40% ( +$3,905.19 ) growth last month. $AML was on the slower side and lost -0.48%. $ASML was the only stock that was in red last month. My biggest winner in the non-dividend portfolio was $U which was up +51.18% (+$ 24,421.25 ).

My overall portfolio value right now is $ 399,272.91.


🤑 Dividends update

This month I collected 2 dividends - $JEPI and $SCHD. I collected a total of $ 673.48. I collected $269.53 from $JEPI and $403.95 from $SCHD. With this month's dividend, I have received a total of $30k in dividends.


I didn't re-invest this month, I will start re-investing from July.


🐤 ScoopBird

With ScoopBird there has been minor progress, we have onboarded one of the big tech news portals in Nepal. Will keep you updated on it.


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