1Lun·

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 (+1,53 %) (SOLD due Stoploss bef Div. Lost: -37,40€)

$EOAN (-0,06 %) (SOLD due StopLoss bef Div. Lost: -22€)

$ENI (+0,27 %) (SOLD. +5,67€ Div). Profit: +12,99€)

$COFB (+0,16 %) (SOLD. +25,11€ Div). Profit: 14,50€)

$IG (-0,76 %) (+14,8€ Div)

Jun:

July:

1

3 Comentarios

Pedro M.@serkeftin

1Lun

Es una cartera pequeña, pero me parece muy buena la selección de valores. Hay unos cuantos como $A3M que me he subido hoy mismo porque realmente encaja perfectamente para mi estrategia de dividendos, pero hay otros que los voy siguiendo también como $IG que realmente está en subida libre.
Es curioso porque son valores relativamente poco seguidos o que no se discuten tanto, pero que tienen muy buen desempeño. En general sigo también bastante los valores italianos porque están teniendo mucha mejor evolución que otros mercados. Es cierto que estoy mucho en la banca italiana por la rentabilidad de dividendos, pero estoy viendo otros sectores con mucho empuje ahora dentro del FTSE Mibtel como aseguradoras y energéticas.

•

1

•

Mostrar respuesta

Patrick Schäfer

@Hotte1909

1Lun·

Small vacation booked

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

21.05

Solvay

Recibío x900 dividendos por valor de 1,46 €

1314,00 €

32

11 Comentarios

Horsti@Horstiiii

1Lun

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

•

3

•

Ver todas las 5 respuestas adicionales

Jose

@Kspykee

1Lun·

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 (+0,27 %) (SOLD. After Div, +12,99€)

$COFB (+0,16 %) (SOLD. After Div, +14,50)

$NN (-0,04 %)

$EOAN (-0,06 %) (SOLD before Div due StopLoss. -17,38€)

$SOLB (+1,53 %) (SOLD before Div due StopLoss. -37,4€)

$IG (-0,76 %) (Div. 14,8€)

5

4 Comentarios

Melchior@ColdzeroNL

1Lun

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

••

Ver todas las 3 respuestas adicionales

Patrick Schäfer

@Hotte1909

5Lun·

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 (+0,13 %) . Likewise $PEP (+0,34 %) 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 (+1,3 %) 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 (+1,53 %)
$FMC (+0,19 %)
$JNJ (+0,39 %) and $RACE (+0,75 %) another 2k was put into my core $VWRL (+0,21 %) was put into my core.