First half is over and not much has changed compared to previous quaters. Same geopolitical challenges are still there and markets are higher than one would assume knowing all these global issues. Main portfolio value increased +6,23% during Q2 and 11,32% during H1. Dividend income was 9703,49 EUR during Q2 and 11912,65 EUR during H1 (before taxes). Solid progress in all fronts.
Valuations have seemed way too high for quite some time now. I have been expecting correction equally long time. Clearly I have been wrong and that’s likely to continue. As a compromise I will probably continue with small monthly contributions in NASDAQ 100 and with re-invested dividends in income producing ETF’s. Latter possibly with Nordic emphasis. If we finally see a significant corrections, I will make bigger NASDAQ 100 purchases with cash reserves.