Second quarter is over without much drama. Same can’t be said about the (geo) political environment. Things are brewing in Russia and war in Ukraine is hopefully moving into the final chapter. Summer and fall will be interesting in that sense and hopefully Russia is finally served a can of whoop-ass. Not much was happening in portfolio. Total dividends received during Q2 were 4007,09 EUR before taxes (using conversion rate at the time of writing).
Plan for H2 is quite simple. Primary focus will be on reinvesting dividends with small amount of fresh capital. These will probably be directed mainly on healthcare/big pharma and small maintenance purchases increasing positions in Fortum and Nordea Bank. Otherwise I’ll let cash accumulate to compensate recent withdrawals and prepare for certain real life investments.