OCTOBER 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:  -19,6%

    Since beginning of current year: -7,4%

    This month: -1,5%

    Portfolio valuation: 47 656 €

 

 

  • PURCHASE(S) / SALE(S) THIS MONTH

         Purchase(s): SES, LI, DIN, DDS, ALD, AD, WPG

         Sale(s): SCS, SLA, ADOC, VLA, BP, RD, FN

         Reinforcement(s): T

 

  • TOTAL NET INCOME THIS MONTH = 159 €

EIF 2,5€

ENF 2,5€

ENGI 16,2€

FN 2,9€

HR 2,5€

IPL 2,8€

MERY 23,4€

NLY 13,0€

PSEC 3,8€

SLA 11,3€

SSW 14,9€

 

  • MONTHLY NET DIVIDEND CUMULATIVE INCOME

    1

 

  • YIELD / SHARE’S COST

2

  • WEIGHTING

3

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