Great news, Deere & Company raises the dividend with 18%. This adds roughly $6.5 to my annual forward dividends. What did I do for it? Nothing really, just being a patient shareholder!!
Wednesday, May 28, 2014
Wednesday, May 7, 2014
Monthly update: April 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.
The Dutch market was more or less flat (+0.2%), and the American markets were up this month (+1.5 - 1.7%). The dollar lost some ground against the euro. And what did my portfolio do? It gained 3.5% which is great. Even though I am focused on dividend income and growth, It's always nice to see portfolio value increase. There seems to be a bit of a rotation going on from different asset classes towards dividend paying stocks, because investors are looking for yield and safety.
| Indicator | As of 28-3 | As of 28-4 | % change |
|---|---|---|---|
| S&P 500 Total Return | 3.349 | 3.400 | +1.5% |
| Dow Jones Industrials Total Return | 32.084 | 32.629 | +1.7% |
| AEX GR | 1.142 | 1.144 | +0.2% |
| USD.EUR | 0,7272 | 0,7209 | -0.9% |
| Portfolio value | € 15.945 | € 16.506 | +3.5% |
The Dutch market was more or less flat (+0.2%), and the American markets were up this month (+1.5 - 1.7%). The dollar lost some ground against the euro. And what did my portfolio do? It gained 3.5% which is great. Even though I am focused on dividend income and growth, It's always nice to see portfolio value increase. There seems to be a bit of a rotation going on from different asset classes towards dividend paying stocks, because investors are looking for yield and safety.
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?
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.
| Indicator | As of 28-3 | As of 28-3 | % change |
|---|---|---|---|
| S&P 500 | 1.859 | 1.858 | -0,1% |
| Dow Jones Industrial Average | 16.322 | 16.323 | +0,0% |
| AEX | 399 | 402 | +0,9% |
| USD.EUR | 0,7234 | 0,7272 | +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?
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.
Indicator
| As of 31-1 | As of 28-2 | % change |
|---|---|---|---|
| S&P 500 | 1.783 | 1.859 | +4.3% |
| Dow Jones Industrial Average | 15.699 | 16.322 | +4.0% |
| AEX | 387 | 399 | +3.0% |
| USD.EUR | 0.7418 | 0.7234 | -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.
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