November was a wild month that can be pretty much linked back to the outcome of the USA election. The day after the result was clear, the rally started and the month finished with a gain of 24,320 Euro or 5.85%.
Not all geographies reacted the same to news as you can clearly see below. Europe and Emerging Markets did not increase at all (almost), while North America shot up. You can also imagine that the Clean Energy ETF I still have in the portfolio took quite a beat.
In the next months, I guess I will buy Europe and Emerging Markets to put back the ratio around 33% each.
In terms of dividends, iShares Europe delivered around 270 Euro, while iShares Global Clean energy and Apple around 76 and 24 Euro respectively. In total, the 370 Euro represent a 22% increase vs the same month in 2023. Not bad but for sure not enough to reach 6K Euro in 2024!
Write a comment