NOVEMBER 17

For these year 2017, my goal is to sell all companies that do not offer dividends (except few “value” investments) and replace them with companies that offer a dividend of at least 3% 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. I chose two kind of stocks: 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 and KOHL’S have the 2 criteria.

 

  • PERFORMANCE

    Since inception of Stock’s Investing October 18, 2011:  -20,1%

    Since beginning of current year: -8,0%

    This month: -0,5%

    Portfolio valuation: 47 406 €

 

 

  • PURCHASE(S) / SALE(S) THIS MONTH

         Purchase(s):

         Sale(s): –

         Reinforcement(s): –

 

  • TOTAL NET INCOME THIS MONTH = 106 €

FN 2,8€

HCP 5,9€

PSEC 3,8€

ABCA 19,4€

CNA 10,2€

CJR 3,1€

HR 2,4€

SPG 5,1€

 

  • MONTHLY NET DIVIDEND CUMULATIVE INCOME

    aa

 

  • YIELD / SHARE’S COST

bb

  • WEIGHTING

cc