Discover the power of monthly dividends: The Passive Income Portfolio (PIP), created by JRM Beheer. This innovative strategy focuses not on the growth of the portfolio itself, but on the growth of dividend income. By investing in U.S. stocks with high monthly dividends and reinvesting the returns, a compounding effect is created that causes the monthly dividend payments to grow steadily over time.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | YTD€ | CUM | CUM€ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 2.32 | 3.66 | -3.84 | -0.34 | -2.98 | 5.58 | 2.42 | -2.84 | -5.12 | -7.8 | 9.62 | 6.22 | +6.90% | 345 | +6.90% | 345 |
| 2024 | -1.94 | -0.02 | 3.9 | -3.24 | 3.48 | 1.14 | 5.02 | 1.46 | 2.9 | -3.8 | 3.82 | -3.38 | +9.34% | 467 | +16.24% | 812 |
| 2025 | 4.88 | 4.82 | -5.02 | -4.28 | 1.58 | 2.22 | 1.54 | 3.56 | -2.82 | 1.38 | 4.7 | -0.36 | +12.20% | 610 | +28.44% | 1422 |
| 2026 | 2.67 | 1.66 | -6.63 | 8.04 | -1.61 | -1.63 | — | — | — | — | — | — | +2.50% | 125 | +30.94% | 1547 |
Below is the overview of the dividends received per month:
✔ Dividend Growth: The PIP portfolio focuses not only on receiving monthly dividends, but especially on growing them. Through compounding, the payouts become larger and larger, resulting in an ever-increasing passive income.
✔ Return: The portfolio invests in stocks that pay consistent and high dividends, with the goal of building a stable income stream. Capital growth is less important than the growth of dividend income.
✔ Risk Management: Through solid selection criteria and broad diversification across different sectors, risk is managed while dividend yield is optimized.
✔ Transparency: Investors receive regular updates on the portfolio and the underlying strategy, so they know exactly how their passive income is developing.
JRM Beheer, with a background in finance and many years of experience in the stock market, focuses on creating a portfolio that offers financial security and growing passive income.
“My goal is to provide investors with a path to financial freedom. With a strategy that generates growing monthly dividends, you build an ever-larger income stream. This can serve as a supplement to your lifestyle or as a solid foundation for wealth building.