After shifting part of the portfolio from pure dividend stocks to a combination of dividend and growth stocks (mainly AMZN and TSLA), the expected dividends for 2026 have now been revised down by 16% compared to the original forecast I made on January 1.
This means that all my charts will now show a clear deficit between the actual outcome and the forecast I set at the start of the year.
However, I’m still hopeful that the total value of the portfolio will increase over the full year. In the end, that’s really the only thing that matters.

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