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.

Tuesday, December 17, 2013

O or OHI: What to buy?


I am planning to make a purchase next week. Since I currently don't have any REIT exposure in my stock portfolio, I would like to add some using fresh capital. Especially considering the recent correction in stock prices due to worries about tapering and rising interest rates, this might be a good time to start a position.

Real Estate Investment Trusts
The REIT universe is quite but but I narrowed it down. I am considering two companies at the moment: Realty Income (O) and Omega Healthcare Investors (OHI). Although these companies are active in a different segment, their business is more or less the same.

Saturday, November 30, 2013

Monthly update: November 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally US markets have been up. This month I didn't initiate any new position but I plan to purchase something next month if the conditions are right!

Sunday, November 3, 2013

Monthly update: October 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally US markets have been up, although EUR.USD-rates have gone up. This diminishes my annual dividend stream but also my portfolio value when looked at in euro's. This month I initiated a new position in Baxter International Inc, so I don't plan on any new purchases next month.

Friday, November 1, 2013

Recent buy: Baxter International Inc.

This week I made a new purchase for my DGI-portfolio: Baxter International Inc (Baxter or BAX). Google Finance has the following description of Baxter.

"Baxter is a global, diversified healthcare company. Baxter develops, manufactures and markets products that save and sustain the lives of people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma, and other chronic and acute medical conditions. The Company operated in two segments: BioScience and Medication Delivery. It is engaged in the medical devices, pharmaceuticals and biotechnology to create products that advance patient care worldwide. These products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, clinical and medical research laboratories, and by patients at home under physician supervision. Baxter manufactures products in 27 countries and sells the products in more than 100 countries."

In this post I'll highlight the reasons why I think Baxter is a good addition to my portfolio.

Thursday, October 3, 2013

Monthly update: September 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally markets have been stable. This month I haven't initiated any new positions although I did save up some money for a purchase next month, combined with the dividends.