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ADC

Agree Realty

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Ticker: ADC
ADC

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16
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H-F-H-J D.
@H-F-H-J
1Mon·

Today I bought NNN Reit

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H-F-H-J D.
@H-F-H-J
1Mon·

Today I bought NNN reit

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Compusmurf
@Compusmurf
1Mon·

Portfolio

I am restructuring my portfolio. My goal is to have a solid foundation that generates significant dividends which i can deploy on available opportunities. I have selected the following scheme.


Dividend generators (75% via buy and hold for 10+ years)

$JEGP (-1.22%) 25%

$TDIV (-0.81%) 15%

$SHEL (-0.11%) 15%

$NN (-1.79%) 10%

$ADC (-2.29%) 10%


Growth ETF (25% depending on trends)

$QNTM (+0.37%) 5%

$IUIT (-1.23%) 10%

$XAIX (-0.78%) 10%


Note that besides the 75% of dividend stocks I have an equal share in loans that generate interest. The profit from both (dividends and interest) are deployed to the above mentioned weighted scheme.


Any thoughts on this or stocks, etf's I missed?

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1 Comment
Dennis@Dryhairnow
1Mon
$VUSA / $IDVY / $VHYL are also always nice to add, just to balance things out. Also quite reliable on the longterm looking at growth. You can also look at USA individual stocks, many of them are now undervalued because importduties. A lovely one to look at is $PEP for example.
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DerZyklon
@DerZyklon
2Mon·

Dividend strategy

This is my first post, so please don't hate. 🙂


I've been using the dividend strategy for a year now because it motivates me to stick with it. The simple one-ETF solution is too boring for me in the long run - I have more fun following individual stocks from time to time.


So far, I've mainly invested in dividend ETFs, and I want to keep it that way. However, I would like to add a few individual stocks to my portfolio to make it more interesting.


My goal is a maximum of 10 individual stocks so that I don't lose track. Here are the stocks I'm currently looking at:



My questions for you:

👉 Are these stocks generally suitable for a dividend strategy?

👉 Is there potential for improvement in terms of sector and country allocation?

👉 Is there a stock that you think should definitely not be missing?

Looking forward to your opinions and tips!


#dividendenstrategie
#einzelaktien
#passiveseinkommen

7Positions
€9,611.23
5.71%
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11 Comments
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Christian@Investor-College
2Mon
Let me give you my opinion on your questions and describe how I invested my dividend strategy more than 10 years ago.

1. i invest with different weightings in all 11 sectors (according to GICS), i.e.
Basic Materials
Communication
Consumer Discretionary
Consumer Staples
Energy
Financial
Health Care
Industrial
Technology
REITs
Utilities

2 I hold 3 to 5 stocks per sector. This means I am well diversified overall.

3. selection of dividend stocks

I apply the following criteria when selecting stocks:
a) Payout ratio (POR) --> <75% (über drei Jahre hinweg; 1 Punkt)
b) Verschuldungsgrad --> <200% (über drei Jahre hinweg; 1 Punkt)
c) Dividendenwachstumsrate (Dividend Growth Rate DGR) -->>10% ideally over 3,5,10 years (up to 3 points)
d) Return on sales --> >5% (over 3 years; 1 point)
e) Equity ratio --> >=30% (over 3 years; 1 point)
f) Return on equity (RoE) --> >=15% (over 3 years; 1 point)
g) KCV (Price-Cashflow-Ratio; P/FCF) --> <20 (1 Punkt)
i) Free Cash Flow Marge (Free Cashflow Margin;FCM) -->between 5% and 30% (over 3 years; 1 point))
j) Annual earnings growth --> 8%-12% (over 5 years; 1 point)

This makes a maximum total of 12 points if a share fulfills all criteria.

I also add the total return (price gain + dividend). It should be >10% over 1, 3, 5 and 10 years (maximum 4 points).

This makes a maximum total of 16 achievable points.

4. researching all this by hand is tedious. Very tedious. That's why I built a screener with Google Sheet. All I have to do is enter the abbreviation of the share and the points are awarded for all the criteria mentioned, plus of course the total number of points. I use wisesheet.io as a data source in Google Sheet - they provide all the key figures including the history. An excellent extension for Google Sheet.

5. from the 20 to 30 stocks in each sector, I select the 3 to 5 with the highest scores.

6 I look at their business models and study the companies.

7. if everything fits, the selected shares are added to the portfolio.

8 I have defined my target, the total amount I want to invest. This amount is allocated according to the sector key and so I know in which sector or in which shares I am still investing or which I have bought enough of.

9 I buy from the dividend payouts (usually according to Levermann)

This gives me a clearly structured process at the start and avoids any gut feeling. Instead, I focus on long-term quality. And I feel very comfortable with that.

Now to the titles you mentioned. I ran them through the screen. Here are the results:

$O --> 8 out of 16 points (although we shouldn't rate the payout ratio for REITs; I'm sure you know the reasons)
$MAIN --> 10 out of 16 points
$ADC --> 9 out of 16 points
$STAG --> 8 out of 16 points
$BLK --> 14 out of 16 points
$HD --> 14 out of 16 points
$MUV2 --> 14 out of 16 points
$CVX --> 11 out of 16 points
$AEP --> 12 out of 16 points
$WM --> 14 out of 16 points
$SIX2 --> 12 out of 16 points

From my point of view, or according to my criteria, there are some very good stocks, some would not be for me, because there are better alternatives.
In the REITS sector, for example, I would take a look at $VICI (14 out of 16 points) or $PLD (13 out of 16 points).

Feel free to get in touch if you need help. Hope it helps with the composition of your portfolio.
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H-F-H-J D.
@H-F-H-J
3Mon·

Bought 7 shares of Realty Income today

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4 Comments
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Jefrey@Jefrey
3Mon
we have many of the same shares it seems
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H-F-H-J D.
@H-F-H-J
4Mon·

Realty Income

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5 Comments
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Roman@Roman_moed
4Mon
Can you buy shares excluding taxes hahaha?
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Kate🦋
@Iwamoto
5Mon·

My favorites in the real estate sector 🏢🏠

I have been intensively involved in the real estate sector and have discovered some supposedly exciting companies such as

$SPG (-1.73%)
$GLPI (-1.64%)
$CUBE (-0.13%) and $BRX (-1.26%) discovered.

But there are special features to the valuation of REITs. 🧐

Traditional key figures such as high returns on capital or margins are often misleading, as REITs are legally obliged to distribute at least 90% of their taxable income 🤑 and are also highly leveraged.

In order to better assess REITs, I have read up on the subject and adjusted my valuation standards. Instead of adjusted earnings, I now focus more on funds from operations (FFO) and adjusted funds from operations (AFFO), which more realistically reflect operating profitability.


Here are some of the companies that I find particularly interesting:


  • Public Storage $PSA (-1.05%) Leading provider in the self storage segment with an FFO yield of approx. 5.9%


  • Prologis $PLD (-0.92%) Global leader in logistics real estate with strong growth


  • Equinix $EQIX (-2.24%) Data center operator with a scalable business model


  • Agree Realty $ADC (-2.29%) Focus on retail properties with long-term rental agreements and an FFO yield of approx. 5.7 %.


I also see Energiekontor $EKT (-1.51%) as an alternative real estate investment 🤓. Energiekontor currently operates 39 of its own wind and solar parks, which generate electricity revenues instead of rental income.


Which companies do you see as particularly promising for a long-term investment?

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8 Comments
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Dividendenopi👴@Dividendenopi
5Mon
I have bought two tranches so far at $EKT and see them performing much better in the medium term.
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