Summer vacation and time to relax and discover Tuscany…
One of the cities close to our vacation house is Lucca, a perfect example of a beautifully preserved Tuscan town. Our exploration of Lucca includes visits to the cathedral, San Martino, with important sculptures and San Michele in Foro with its close associations with the Puccini family – we also did visit Giacomo Puccini’s birthplace, now a museum dedicated to the composer’s life and music.
On this beautiful evening with a view on the Tuscan mountains, it’s time to review the market sentiment and the sectors.
Market Sentiment and Sector Watch
The earnings season has kicked off and it will be interesting if the established trends continue. The market sentiment is in an upward trend and the different indexes are testing new all time highs. The volatility is slowing down and it seems like the US markets are setting up for a new trend higher. We also see sector rotations going on. Here we look for new sectors that take leadership.
Let’s take a look at the Sector Watch. Here we look which sectors we should invest in and what is different compared to last month. We placed the latest Sector Watch graph below…This always you to make you your own analysis.
Energy sector was hit by profit taking and Financials got little pickup from the selloff. Technology sector is still clearly leading the pack. The healthcare sector is also picking up his upward trend. Take a look at the graph of the ETF PSCH.
Be aware we are not a financial advisor. Execute your own risk analysis and investment research. Read our disclaimer. We hope this sector review was useful for you to understand market opportunities and how we analyse potential opportunities.
Dividend & Options Income Update
During the month of June 2018, we received 187,76$ passive income. Not BAD ! We are very happy about this monthly result.
Same strategy of cash secured puts option trading. Selling JNUG puts at 12$ resulting in a 111,97$ options premium.
Portfolio analysis and Growth Strategy
We started with an amount of 10.000 EURO . The 2018 goal for my kids’ portfolio is to generate 1000$ in the total year. We achieved 64% of our yearly goal so far. Another major jump forward !
We have 640,78$ in our pockets so far ! We actually exceeded our last year YEARLY result and passive income. Only 37% to go…to hit our YEARLY OBJECTIVE !
Going forward
Our goal is to set new MONTHLY RECORDS in this portfolio. 203,9$ is still the new ALL TIME HIGH in this portfolio…let’s beat it again going forward ! We already did beat our last year passive income after 6 months. Do you have the same results with putting money for kids on their savings accounts ? Putting money on a savings account for your kids is NOT a strategy to make it grow!
Good luck with your personal finance strategy for your kids! Thanks for reading.
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