Sunday, October 9, 2016

Monthly Update: September 2016

A short monthly update of my portfolio.

IndicatorAs of 31-8As of 30-9% change
S&P 500 Total Return4,1204,121+0.0%
Dow Jones Industrials Total Return38,46138,302-0.4%
AEX GR1,4131,407-0.5%
Portfolio value€ 24,735 € 24,806 +0.3%

However, since I am in it for the long haul I am not too interested in these daily or monthly fluctuations. What matters is that I keep focused on buying high quality companies which provide me with a steady stream of growing dividends.

Tuesday, October 4, 2016

Recent buy: Omega Healthcare Investors

On September 15 I purchased 41 shares of Omega Healthcare Investors for $34.87 per share. I currently own 100 shares of OHI. This purchase will add roughly €90 to my annual dividend income. I believe OHI is reasonably priced, has great growth potential and has been a stellar dividend growth company in recent years.
Afbeeldingsresultaat voor omega healthcare investors

As a result of my purchase I am overweight OHI in my portfolio Fresh capital and selective dividend reinvestment will hopefully reduce the weight to a more normal level of around 5% to 7% for bigger positions.