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Saturday, September 27, 2014

Northrop Grumman: Beacon Of Stability In An Unstable World

Earlier this week I wrote a new article on Northrop Grumman for Seeking Alpha.You can check it here! Some people are opposed to investing in military and defense companies like NOC. I am not one of those, because it's not the companies or their products that cause war and turmoil, it's people and their politicians. As an investor you might as well profit and hedge yourself in times of geopolitical tensions.

What do you think?

Monday, September 8, 2014

Omega Healthcare Investors: Sensitivity To Rising Interest Rates Compared To Other Healthcare REITs

Last weekend I wrote a post about Omega Healthcare Investors, one of the companies I own in my DGI portfolio. I compared the sensitivity to interest rate changes to other healthcare REITs like Ventas, HCN and HCP. Do you want to know what the outcome is? Read it here!

I am curious to know what you thought of the article. Let me know and drop a comment below or at Seeking Alpha. Thanks!

Thursday, September 4, 2014

Monthly update: August 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 31-7As of 31-8% change
S&P 500 Total Return3.5033.645+4,0%
Dow Jones Industrials Total Return32.78633.910+3,4%
AEX GR1.1681.203+3,0%
USD.EUR0,74460,7616+2,3%
Portfolio value€ 18.629 € 19.313 +3,7%