Wednesday, August 27, 2014

Monte Carlo Simulation Techniques Show 9% Total Return For Donaldson Company Inc. During The Next 5 Years

My new article about Donaldson Company Inc on Seeking Alpha got "Editor's Pick" status. In the article I used Monte Carlo simulation techniques to show the sensitivity of the annual total return for DCI in the coming 5 years. It was not only a great way to investigate a company like Donaldson, but it was also awesome to sharpen my skills with this particular analysis. Check it out here.

I am curious to know what you think about the article. If there are any questions about the article or spreadsheets, or if you have suggestions for future analysis, let me know!

Saturday, August 23, 2014

Evaluation of first year DGI

I have started DGI last year around July/August. Already a year has passed and it's time for me to evaluate my first year as a dividend growth investor. The aim of the portfolio is to provide replacement income when I would like to work less in the future, to help put my kids through college or whatever is necessary in the future. This update summarizes the portfolio progress from August 2013 till August 2014.

Tuesday, August 19, 2014

A.O. Smith Heats Up Your Portfolio Returns But At A Hefty Price

I am on fire lately! My 2nd article has been published on Seeking Alpha, check it out here. I've reviewed the prospects of A.O. Smith, a leading company in the water heating business. Take a look ff you want and tell me what you think!

Once again I have to think Roadmap2Retire for being so kind as to check my grammar and provide me with advice!

Wednesday, August 13, 2014

I published my first article on Seeking Alpha!

Hello all, today Seeking Alpha published my first official article! It's called: "Evaluation Of My Position In Textainer Group Holdings: Sell, Hold, Or Add?". I focused on the increasing debt and weather this is sustainable or not. Go check it out on Seeking Alpha and tell me what you think of it!

I do have to thank Roadmap2Retire for his help on fixing the grammar mistakes. With his help the article was much better to read. Thanks again R2R!

Sunday, August 10, 2014

I need help with English grammar!

Dear readers, a few days ago I wrote an updated article for Seeking Alpha about Textainer Group Holdings, a position of mine. I got feedback suggesting the content of the article was fine, however it needed a good copyedit. Since English is not my native language, are there any readers out there willing to proofread an article and show me where I need to fix the grammar?

Your help would be much appreciated, thank you very much! :)


Tuesday, August 5, 2014

Liebster Award


Dividend for Starters nominated me for a Liebster Award. Thanks again for your nomination Dividend for Starters, I was unaware such a nice award exists! This is an award bloggers could give to each other in order to get to know him/her better. The goal is to answer their questions and then invite 5 other bloggers to do the same, with questions of my choosing.

Monday, August 4, 2014

Monthly Update: July 2014

The month has passed and it's my favorite time, giving an update of my dividend portfolio. I've updated my benchmarks to include the total return indices, instead of only the stockprice indices. This seems like a better comparison.


IndicatorAs of 30-6As of 31-7% change
S&P 500 Total Return3.5493.503-1,3%
Dow Jones Industrials Total Return33.26432.786-1,4%
AEX GR1.1941.168-2,1%
USD.EUR0,73100,7446+1,9%
Portfolio value€ 18.404 € 18.629 +1,2%