AUGUST 17

For these year 2017, 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 North 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, AT&T) and those that are totally undervalued (L BRAND , CBL, SPG) . Some like TARGET, STAPLES & GAP have the 2 criteria.

 

  • PERFORMANCE

    Since inception of Stock’s Investing October 18, 2011:  -20,8%

    Since beginning of current year: -8,5%

    This month: -3,1%

    Portfolio valuation: 45 621 €

 

  • PURCHASE(S) / SALE(S) THIS MONTH

    Purchase(s): –

    Sale(s): –

 

  • TOTAL NET INCOME THIS MONTH = 64 €

CVS  3€

GIS 4,1€

HCP 5,9€

OHI 9,4€

PSEC 5,2€

SNH 9,2€

SPG 4,9€

T 6,1€

WDR 12,9€

 

  • MONTHLY NET DIVIDEND CUMULATIVE INCOME

    111

 

  • YIELD / SHARE’S COST

222.JPG

  • WEIGHTING

333.JPG

3 thoughts on “AUGUST 17

  1. Cheers man! At least there is a solid baseling of amount of different companies in your portfolio! Great to see another colleague in the business doing well.

    Like

  2. Thanks a lot for your comment! In fact after reading an extremely interesting study it appears contrary to popular belief that the most safe yield is not a very low yield but this article has analyzed a large number of companies and shows that the most safe yield is between 3 and 6%.

    Like

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