If last week was a gentle nudge forward, this one was more like a confident hop—dividends in hand and a decent market bounce lifting the vibes. After a few jittery sessions (thanks, geopolitics), I was bracing for another red sea. But surprise! The portfolio lifted by $5,787.70, with a total return of 1.06% for the week.
Even better, I pocketed a tidy $529.10 in income—no work meetings required. Just good old dividend magic.
📈 Portfolio Snapshot
Total Value: $545,506.09
Capital Gains: $5,258.60
Dividends Received: $529.10
Overall Weekly Return: +1.06%
💰 Dividends That Hit the Account
Here’s what dropped into the passive income piggy bank this week:
| Ticker | Income Source | Amount |
|---|---|---|
| WHI.ASX | Whitefield Income | $34.64 |
| SOL.ASX | Soul Pattinson | $490.29 |
| P2P.Melrose | P2P Alternative | $4.17 |
Total Income Received: $529.10
Not bad for a week’s “work” watching charts and refreshing my Sharesight dashboard too often.
🏆 Weekly MVPs – Top Performers
Some of my holdings clearly had their Weet-Bix this week:
- APE.ASX (Eagers Automotive): +6.85%
- NCK.ASX (Nick Scali): +4.21%
- WHI.ASX (Whitefield Income): +4.78%
- WES.ASX (Wesfarmers): +3.50%
- MOT.ASX (Metrics Income): +2.63%
- VAS.ASX & A200.ASX: +1.44% and +1.33%, respectively
Credit funds like KKC and MOT bounced back strongly. And the old faithful Aussie ETFs did their job, chipping in quietly but reliably.
🥴 The Laggards
But of course, not everything was sunshine and sausage rolls:
ANN.ASX and NHC.ASX: both clocking losses of over 1.5%
VGS.ASX (Global Shares): -2.73% – Global markets still moody
CKF.ASX (Collins Foods): -7% – Did everyone stop eating fried chicken?
AGL.ASX: -4.89% – Still under pressure
🧮 Performance by Asset Class
| Asset Class | Weekly Return |
|---|---|
| Passive ETFs | +1.09% |
| Direct Shares | +0.33% |
| Income Funds | +1.43% |
| Alternatives | +1.29% |
Everyone brought something to the table this week. And unlike my kids at dinner, none of them complained too loudly.
🔍 What I’m Watching
- US earnings season is kicking off. It could rattle global ETFs (again).
- P2P and credit funds are surprisingly stable—possible top-ups ahead.
- Banks like WBC are recovering well. I’ll keep my eye on them through May.
🧠 Final Thoughts
Another week, another lesson: staying invested and staying calm usually wins. While headlines scream about volatility, I’m watching the portfolio do what it’s built to do—grow steadily, pay income, and give me less stress than a Monday morning Zoom call.
As I sip my coffee and watch that $529 roll in, I’m reminded this dividend game is slow, but sure. Just the way I like it.
Disclaimer: I am not a financial advisor, and this blog post is not financial advice. It is intended purely for educational and informational purposes only. While I may discuss hypothetical scenarios and assumptions, please consider your personal circumstances and conduct your own research