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Despite contributing nothing to the portfolio—a first in more than five years—its value rose to an all-time high of $216,500. This growth can primarily be attributed to a 4% increase over the month and compounded effects from stocks that have increased their dividend payouts.
Key Holdings and Gains
Several positions in my portfolio revealed impressive growth, particularly:
Broadcom (AVGO): Up 220%
Jeppy Financial: Up 161%
Caterpillar: Up 132%
JP Morgan: Up 138%
Notably, these stocks have all exhibited significant capital appreciation along with strong dividend growth. On the downside, positions such as Intel (INTC) have incurred losses, but these are minimal given their small weight in my overall portfolio.