SwissDiv

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

April 07, 2023

Portfolios Update - March 2023

  • April 07, 2023

March is over, not much change in my investment portfolios this month. Two purchases on my InteractiveBrokers portfolio, and like every month I invest $100 in my eToro account. The rest of the remaining cash holdings in my VIAC portfolio are now invested.

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  | 5 shares @54.28  

  MO   Altria Group  | 5 shares @47.07  

These purchases increase my projeted annual dividend income by $43.28 ↗️

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


💰 Portfolio eToro

Like every month on my eToro investment portfolio I invest $100. $70 are invested in the Vanguard S&P 500 ETF (VOO) and $30 in the Vanguard Long-Term Bond ETF (BLV).


  VOO   Vanguard S&P 500 ETF  | 0.187 shares @374.29  

  BLV   Vanguard Long-Term Bond ETF  | 0.404 shares @74.08  

These purchases increase my projeted annual dividend income by $1.93 ↗️

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 March ? 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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