Sunday, March 30, 2014

Monthly update: March 2014

The month has passed and it's my favorite time, giving an update of my dividend portfolio. I haven't done anything this month in terms of buying or selling stocks. I have deposited €1.000 a few days ago which enables me to open another position in the next week. More on that later. So how did the last month go?


IndicatorAs of 28-3As of 28-3% change
S&P 5001.8591.858-0,1%
Dow Jones Industrial Average16.32216.323+0,0%
AEX399402+0,9%
USD.EUR0,72340,7272+0,5%
Portfolio value€ 14.554 € 14.945 +2,7%

American markets were more or less flat, the Dutch AEX gained almost 1% during the last month. The dollar gained some ground against the euro, which is good for my portfolio since the majority is listed in American dollars. And what did my portfolio do? It gained almost 3% which is great. Even though I am focused on dividend income and growth, It's always nice to see stock prices rise.

Monday, March 3, 2014

Monthly update: February 2014

The month has passed and it's my favorite time, giving an update of my dividend portfolio. I haven't done anything this month in terms of buying or selling stocks. I might be able to come up with new funds to invest in a new company next month! So how did the last month go?


Indicator
As of 31-1As of 28-2% change
S&P 5001.7831.859+4.3%
Dow Jones Industrial Average15.69916.322+4.0%
AEX387399+3.0%
USD.EUR0.74180.7234-2.5%
Portfolio value€ 14.415€ 14.554+1.0%

Markets were up across the board! However, USD.EUR declined alongside rising stock prices. Considering the majority of my portfolio is listed in US dollars, it didn't advance with numbers as seen in US markets.

Wednesday, February 5, 2014

Monthly update: January 2014

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally markets have been down, especially in the last two weeks. I've initiated a new position in RDS. You can read about it here.

Saturday, February 1, 2014

Recent buy: Royal Dutch Shell

The last month I've blogged several times about my wish to diversify in European companies to reduce my exposure to changing EUR.USD-rates. However, it is more important to buy companies with great quality, sound business fundamentals and with a lasting commitment to shareholders. I think I've combined these traits in my purchase of Royal Dutch Shell.

Wednesday, January 29, 2014

European Dividend Contenders And Better

Most if not all the Dividend Growth Investors (DGI) on Seeking Alpha have used the so called CCC-list, maintained by David Fish. On this list are companies which have increased their dividend payout for at least 5 years (challengers), 10 years (contenders) or 25+ years (champions). Even though these companies are American based, a lot of these companies on this list have global exposure. However, in any case, they are still listed on American stock exchanges, valued in American dollars and also pay regular dividends in American dollars. For someone based in other areas of the world (in this case Europe), this poses a risk due to changes in the EUR.USD-rate.

Monday, January 6, 2014

Help me look for European companies which pay quarterly dividends!

Right now the most of my income comes from US dollars which makes it volatile due to changing EUR.USD-rates. I would like to diversify my dividend income stream between companies listed in Europe and USA. Maybe in the future I can add other currencies as well (UK or CHF, to be able to purchase GlaxoKlineSmith or Nestle). Of course the most important thing is that I want to invest in great companies with solid business fundamentals, good history of earnings and dividends and shareholder friendly management.

Thursday, January 2, 2014

Monthly update: December 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally US markets have been up. I've iniated a new position in OHI. You can read about it here and here.