JUNE 17

For these year, my goal is to sell all companies that do not offer dividends and replace them with companies that offer a dividend of at least 2,5% but also long-term visibility. I want to build a portfolio of 50 lines exposed to the American and European markets. April and May were 2 important months to apply my strategy change with many purchases / sales. To date, most companies in my portfolio that do not offer dividends are in loss.

Concerning this month, I made a very large number of purchases / sales in order to reorient my portfolio towards stocks that give all strong dividends. There are two types of shares: those that offer a “safe” dividend of the Aristocrate dividend type (EXXON, T ROWE, AT&T) and those that are totally undervalued (VFC, KOHL’S, FTR) . Some like TARGET, STAPLES & GAP have the 2 criteria.

  • PERFORMANCE

    Since beginning of Stock’s Investing October 18, 2011:  -17,0%

    Since beginning of current year: -2,9%

    This month: +2,1%

    Portfolio valuation: 46 986 €

  • PURCHASE(S) / SALE(S) THIS MONTH

    Purchase(s): Engie, DDR Corp, Annaly Capital Management, Pearson, Aberdeen asset Management, Befimmo, Senior Housing Properties, Binck Bank.

    Sale(s): Sequana.

TOTAL NET INCOME THIS MONTH = 137 €

ANF  44,5€

BP 10,4€

CNA 23,8€

FTR 5,4€

KSS 6,9€

LB 5,2€

QCOM 5€

RD 9,3€

TEF 9,7€

TGT 4,9€

TROW 4,1€

VFC 3,9€

XOM 4,4€

 

  • MONTHLY NET DIVIDEND CUMULATIVE INCOME

Capture

  • YIELD / SHARE’S COST

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  • WEIGHTING

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