Welcome! Tracking My High-Yield ETF Journey
Like many investors, I navigate the dynamic world of the stock market, where daily fluctuations and evolving scenarios demand close attention to my investments. This website serves as my personal dashboard, providing instant access to the vital statistics of my Exchange Traded Funds (ETFs). Having this information at my fingertips empowers me to make timely decisions and strategically reallocate my holdings to more efficient ETFs when necessary.
My investment strategy primarily focuses on ETFs that provide consistent monthly distributions, with a few exceptions that offer the benefit of weekly payouts. While knowing the total monthly income is helpful, I seek a deeper understanding of my portfolio's performance. This site allows me to track key metrics, including:
- Current Portfolio Value: A real-time snapshot of my total investment worth.
- Total Investment: The cumulative capital I've deployed.
- Current Holdings: A detailed breakdown of the ETFs in my portfolio.
- Investment per ETF: The specific amount allocated to each ETF.
- ETF Performance: Individual performance analysis, including:
- Annualized Distribution Yield: The yearly return based on the distributions received.
- Annualized Stock Return: The yearly percentage change in the ETF's price.
- Annualized Total Return: The combined yearly return from both distributions and price appreciation.
While this website is primarily a tool for my own investment management, I believe my experience focusing on high-yield income ETFs may offer valuable insights for you. Please understand that this is NOT investment advice, and my approach may not be suitable for everyone. However, by sharing my journey, I hope to illuminate both the potential advantages and challenges of this particular investment strategy.