BRMK - July 2021 Portfolio Update - $1.25M And Growing

• A major milestone was reached when my portfolio, due to FX and growth, crossed over into $1.25M in total, less than 5 months after reaching my first million.
• While FX and volatility make these effects transitory, it nonetheless shows the power of compounding investments and dividends.
• It's time to look at the development in July of 2021 in my dividend portfolio. The month has seen the lowest overall investments in my portfolio for 2 years.
• The market is substantially overvalued, but the growth in my cash, exploding to over 5-6% again due to high income and low investing, is problematic.

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