Big changes to the portfolio this month with the purchase of $45k in stocks that pay monthly dividends.
After selling last year’s portfolio I had the funds in a savings account earning 5% as an introductory offer.
After expiring it’s time to put the funds to work earning earning a little more.
Sold down a few stock and made the portfolio a lot simpler and increased yield.
Current portfolio as listed below.
| Company | Quantity | Cost | Market Value | Gain/Loss % |
|---|---|---|---|---|
| CHARTER HALL LW | 545 | 1993.75 | 1754 | -8.15 |
| CROMWELL PROPERTY | 4000 | 2024.81 | 1480 | -13.08 |
| DXS | 125 | 1000 | 912 | -12.00 |
| METRICS INCOME | 15193 | 31969 | 32209 | 0.75 |
| METRICS MASTER | 6408 | 12989 | 13008 | 0.15 |
| PLATO | 24484 | 28982 | 27667 | 0.15 |
| SOUTH32 LIMITED | 534 | 1994.47 | 1645 | -17.54 |
| 80953 | 78675 | -2.9 |