2Wk·

Dividend Strategy (Recap)

Hello everyone,

I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.

It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).

May:

$SOLB (-2.05%) (SOLD due Stoploss bef Div. Lost: -37,40€)

$EOAN (+0.1%) (SOLD due StopLoss bef Div. Lost: -22€)

$ENI (+0.83%) (SOLD. +5,67€ Div). Profit: +12,99€)

$COFB (+1.44%) (SOLD. +25,11€ Div). Profit: 14,50€)

$IG (+0.96%) (+14,8€ Div)

Jun:

July:

1

3 Comments

Pedro M.@serkeftin

1Wk

It is a small portfolio, but I think the stock selection is very good. There are a few like $A3M that I just got on today because it really fits perfectly for my dividend strategy, but there are others that I am following as well like $IG that is really in free ascent.
It's funny because they are relatively unfollowed stocks or ones that are not discussed as much, but they are very good performers. In general I also follow Italian stocks quite a lot because they are performing much better than other markets. It is true that I am very much in Italian banking because of the dividend yield, but I am seeing other sectors with a lot of momentum now within the FTSE Mibtel such as insurance and energy.

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Patrick Schäfer

@Hotte1909

2Wk·

Small vacation booked

Dividends do not have to be reinvested. Sometimes you can simply treat yourself to some of it

21.05

Solvay

Received x900 Dividends at €1.46

€1,314.00

30

11 Comments

Horsti@Horstiiii

2Wk

Where are we going? And do you believe in Solvay permanently?

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Jose

@Kspykee

3Wk·

Dividend Strategy (Part 2)

Hello everyone,

I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.

It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).

TTWROR: 2,58%

TOTAL DIVs: 56,27€

May/Jun stocks:

$ENI (+0.83%) (SOLD. After Div, +12,99€)

$COFB (+1.44%) (SOLD. After Div, +14,50)

$NN (+0.51%)

$EOAN (+0.1%) (SOLD before Div due StopLoss. -17,38€)

$SOLB (-2.05%) (SOLD before Div due StopLoss. -37,4€)

$IG (+0.96%) (Div. 14,8€)

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4 Comments

Melchior@ColdzeroNL

2Wk

If you have a dividend strategy, why would you want to sell?

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Patrick Schäfer

@Hotte1909

4Mon·

Rebalancing at the start of the year

Sooo I started this week too. Traditionally, there was a small rebalancing at the start of the year. Nintendo is no longer my biggest single position. In the meantime it actually is $COST (+0.7%) . Likewise $PEP (-0.38%) was reduced somewhat. Nothing new has been added.

If I haven't miscalculated, the last tax-free shares in Nintendo are gone. Everything that is still in the portfolio is from 2012 and 2014. $VOW3 (-0.74%) but that's a small part of just under 8k that I'm leaving behind.

Pepsi was sold at a slight loss so also tax-free. I simply chose too large a position at the time.

A total of around 20k was freed up. Existing positions were increased with the money, namely $SOLB (-2.05%)
$FMC (+2.13%)
$JNJ (+1.19%) and $RACE (+0.93%) another 2k was put into my core $VWRL (+1.44%) was put into my core.