JULY 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:  -17,6%

    Since beginning of current year: -4,1%

    This month: -0,6%

    Portfolio valuation: 47 436 €

 

  • PURCHASE(S) / SALE(S) THIS MONTH

    Purchase(s): Atrium REIT, First National Financial, Corus Entertainment, Enbridge Income Fund.

    Sale(s): VF Corp., Price T-Rowe.

 

  • TOTAL NET INCOME THIS MONTH = 165 €

ABCA  36€

BCK 3,6€

CA 20,9€

CBL 12,4€

CYS 16,1€

DDR 11,7€

GPS 4,7€

NLY 12,8€

PSEC 5,3€

SFL 19,5€

SPLS 7€

SSW 14,7€

  • MONTHLY NET DIVIDEND CUMULATIVE INCOME

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  • YIELD / SHARE’S COST

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  • WEIGHTING

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