- The time has come to look over November's investments and dividends.
- The market experienced a vaccine-induced high, which eliminated all but one or two COVID-19 negatives in my portfolio in terms of RoR. The entire portfolio is now significantly up YoY.
- The US dollar is showing extreme weakness, with the pairing to the SEK now at 8.50 for one dollar (versus usually 9.00-10.30), meaning despite stock market highs, US investments appeal.
- Several companies have reinstituted dividends, and banks are among them.
- Annual dividends are higher than ever - and cash is down at least somewhat.
For further details see:
November 2020 Portfolio Update - Market Ups And Dollar Downs