SwissDiv

Smart Investing, Steady Growth Focused on Long-Term Success ETF and Dividend Strategies

February 28, 2023

Portfolios Update - February 2023

  • February 28, 2023

During the month of February, I made several moves on my investment portfolios. I first opened a new portfolio at eToro which will be made up of ETFs only. I also transferred funds from one of my retirement accounts to my VIAC retirement portfolio. And finally I made several purchases during the month on my InteractiveBrokers portfolio.

But without further ado, let's see in detail the changes to my portfolios.


💰 Portfolio InteractiveBrokers

Here are the purchases I made on my investment portfolio at InteractiveBrokers :


  JEPI   JPMorgan Equity Premium Income ETF  | 20 shares @54.60  

  MO   Altria Group  | 5 shares @46.42  

  GOOGL   Alphabet Inc  | 5 shares @100.37  

These purchases increase my projeted annual dividend income by $125.19 ↗️

You can find more information about the stocks I own on my InteractiveBrokers portfolio page.


💰 Portfolio eToro

Here is my new eToro investment portfolio, the strategy is simple. Each month I deposit $100, $70 will be invested in the Vanguard S&P 500 ETF (VOO) and $30 will be invested in the Vanguard Long-Term Bond ETF (BLV).


  VOO   Vanguard S&P 500 ETF  | 0.1907 shares @367.06  

  BLV   Vanguard Long-Term Bond ETF  | 0.4071 shares @73.68  

These purchases increase my projeted annual dividend income by $2.01 ↗️

You can find more information about this portfolio, please visit my eToro portfolio page.


💰 Portfolio VIAC

My VIAC retirement portfolio, the assets are invested in mutual funds, mainly on the Swiss market. Here is the distribution of assets :

I have not yet calculated the dividends that are paid in May for this portfolio

You can find more information about this portfolio, please visit my VIAC portfolio page.


What stocks are you buying In February ? Let me know your thoughts by commenting below.

Focused on helping others grow their wealth with transparent and long-term investment strategies.

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