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.

Tuesday, December 31, 2013

Financial Goals for 2014!

Halfway 2013 I started my journey of becoming a Dividend Growth Investor. I sat goals for the coming years. These goals (annual dividends received) were based on the assumed dividend growth, yield, monthly deposits and stock price appreciation. For the first year this came at $500 or roughly €380 (EUR.USD-rate was around 1.3 at the time).

Monday, December 23, 2013

Recent buy: Omega Healthcare Investors

Today I've initiated a new position. With €1.250 in fresh capital and some extra dividends I purchased 59 shares of Omega Healthcare Investors Inc (OHI). As I previously wrote, OHI is a Real Estate Investment Trust ("REIT") providing financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities located in the United States.