The portfolio changes:
↑ Accumulated additional 3,500 USD as part of recreating my Emergency fund.
↑ Vanguard Energy ETF up by 1,100 USD
↑ Vanguard 500 Index up by 200 USD
↑ GazProm shares are up by 19,800 USD
↑ Gazprom annual dividends USD 6,070, after paying dividends at 10% rate. It is 3.5% dividends.
↑ Rosneft shares are up by 2,200 USD
↑ Rosneft annual dividends USD 410, after paying dividends at 10% rate. It is 2.7% dividends.
↑ EUR is up towards USD. For my portfolio it means additional 2,300 USD
↑ GBP is up towards USD. Additional 100 USD.
↑ Grand total additions: 35,680 USD
↓ Precious metals lost 200 USD
- The portofolio starts to generate some additional cash in a way of the dividends. It is slightly less than expected, as Gazprom and Rosneft shares are up. At the original cost Gazprom shares generated 3.7% and Rosneft is 3.3%.
- Mainly the portfolio is in Energy sector and requires diversification. Goal is to select appropriate investment vehicle to achieve this.
In overall, I am happy with my portfolio. It generates just over 2% after taxes in dividends.