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.
Since beginning of Stock’s Investing October 18, 2011: -19,1%
Since beginning of current year: -1,6%
This month: +0,8%
Portfolio valuation: 39 830 €
PURCHASE(S) / SALE(S) THIS MONTH
Purchase(s): SCS Group PLC, Royal Dutch Shell, BP PLC, AT&T, HCP, Ship Finance Intl., Telefonica, Waddell&Reed Financial, Prospect Capital, Seaspan.
Sale(s): Bed Bath and Beyond, Scorpio Tankers, Chicago Bridge & Iron, Dillard’s, Glassbridge, First solar, Applied Genetic Technologie, Destination Maternity, Coty, Onxeo.
TOTAL NET INCOME THIS MONTH = 141 €
MONTHLY NET DIVIDEND CUMULATIVE INCOME
YIELD / SHARE’S COST