Saturday, August 31, 2013

Monthly update: August 2013

The month has passed and it's my favorite time, giving an update of my dividend portflio. This month I've initiated two new positions, Unilever and Coca Cola. Generally markets have been down a bit although that's not a big problem since I am not selling shares anyway.

Thursday, August 22, 2013

Unilever: the Dutch P&G

Unilever is a Anglo-Dutch company, which supplies fast moving consumer goods. The two parent companies, NV and Unilever PLC (PLC), together with their group companies, operate as the Unilever Group (Unilever). The Company’s four product areas are Personal Care, Foods, Refreshment and Home Care. They have 14 brands with sales of more than €1 billion a year. The company is quite diversified, both in their products as well as their geographical markets. It's the Dutch version of Procter & Gamble.

Monday, August 12, 2013

Investing approach - Dividend Growth Investing

There are two ways to getting paid while investing – capital gains and dividends. A stock’s capital gain is significantly impacted by what the broader market does in a given period. Of course certain stocks have more risk than others, but the price of a stock is the result of short-term supply and demand and may – at times – be illogical, chunky or erratic.

On the other hand, dividends are usually paid whether the broad market is up or down. In his book ‘The Little Book of Big Dividends’ the author Charles B. Carlson mentioned that roughly 40 percent of the stock market’s long-run total return comes from dividends. Companies like Coca Cola or Procter & Gamble are making profits every quarter and returning them to their shareholders. Should we suppose to be worried if the stock price declines on broader market news? Or possibly some “earnings miss” by analysts at banks or brokers who earn their money if people speculate with their money, instead of investing with it?

Saturday, August 10, 2013

Monthly update: July 2013

It's been a busy month! Earlier I've written about my start as a Dividend Growth Investor. Since the start of the month I initiated 7 new positions. The last two additions (BBL/DE) are a little riskier than other stocks, so I want to purchase my next two block of shares in low-risk companies like KO, MCD, PG or something similar.