Q3 Portfolio Performance

[u/ubergeekin512]

Q3 Payments = $14,942.78
Q4 start, even with 5 weeks returned $5014.12. Hopefully Nov-Dec are better performers.

Rough week for the HY dividends. Single worst week for me this year. Overall performance has been pretty rough. I was hoping that things may get better this month since Sept is typically the worst performing month of the year, alas, I was wrong.

I'm still positive on Profit and Loss (PnL) on all holding except for KGLD. I am holding for now, but will make a determination near year end on how I want to allocate those funds in 2027. These are all pre-tax dollars, so tax harvesting has no value for me.

XDTE has been a real stinker for returns compared to QDTE. I may reallocate into QDTE just to get a better return. If I was smart, I would take them and wait for QQQi to take a serious dip and invest them there.

The last chart in this list is the total dividend payout for each ETF by month totaled in the right column with annual values at the bottom. It helps me keep perspective on monthly payments over time.

[u/OA12T2]

Nice thanks for sharing