New weekly update with another purchase.
#dividend
#dividends
#dividende
#investing
#invest
$O (+0,67 %)
$ADC (+1,42 %)
$WHA (-0,23 %)
$NNN (+0,71 %)
$MAA (+0,77 %)
$ECMPA (+1,68 %)
Postes
10Bought 7 shares of Realty Income $O (+0,67 %) today at an average price of €49,182 including transaction costs.
I currently own 73 shares.
This gives me an annual dividend of approximately €214 per year.
$O (+0,67 %)
$ADC (+1,42 %)
$NNN (+0,71 %)
$MAA (+0,77 %)
$WHA (-0,23 %)
$ECMPA (+1,68 %)
#dividend
#dividende
#dividends
#invest
#investing
#realestate
Bought 7 shares of Realty Income $O (+0,67 %) today at an average price of €49,008 including transaction costs.
I currently own 66 shares.
This gives me an annual dividend of approximately €193 per year.
#dividends
#dividend
#dividende
#realtyincome
#realestate
#investing
$O (+0,67 %)
$ADC (+1,42 %)
$NNN (+0,71 %)
$WHA (-0,23 %)
$MAA (+0,77 %)
$ECMPA (+1,68 %)
I have been intensively involved in the real estate sector and have discovered some supposedly exciting companies such as
$SPG (+0,49 %)
$GLPI (+1,3 %)
$CUBE (+0,32 %) and $BRX (-0,45 %) 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:
I also see Energiekontor $EKT (-0,99 %) 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?
Then take a look at these packs for ideas. Some homework has been done when handpicking these and I review them from time to time.
REIT pack: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr8oABEgUWZX2k
$PSA (+0,95 %)
$VICI (+0,18 %)
$ADC (+1,42 %)
$EPRT (+0,35 %)
$LTC (+1,23 %)
$OHI (+1,11 %)
$O (+0,67 %)
BDC pack: https://www.trading212.com/pies/lua2LbG5mCkbey1Mr8oFLkbICASIN
$MAIN (+1,18 %)
$ARCC (+0,51 %)
$BXSL (+0,21 %)
$GAIN (-0,09 %)
$HTGC (+0,51 %)
$OXLC (+1,27 %)
A reminder though that some of the products are very prone, for the better and the worse, to issues arising from macro problems, interest rates or inflation. None of this is financial advice, DYOR.
Hello everyone,
Here is my January Rewind for 2025.
My time-weighted return was 5.75%, which was a good bit better than the S&P 500, but also a good bit worse than the DAX. I would never have expected this at the beginning of the month, and it was surprising that the DAX took off like this.
According to Getquin, I was therefore better than 51% of users.
I received 5 dividends.
From Renasant $RNST (-1,28 %)
From Mondelez $MDLZ (+0,5 %)
From Pepsico $PEP (+0,03 %)
From Agree Realty $ADC (+1,42 %)
And from JPMorgan $JPM (+0,06 %)
I myself am absolutely satisfied with my performance, with 5.75% a more than successful start to the year. Especially when you consider that the average return on a global ETF is around 8 or 9% a year.
How did your January go?
US Labor Data - Let the rate cuts begin!
In August, the US economy added 142,000 jobs
(below the expected 165,000), but unemployment fell to 4.2% (from 4.3% in July), signaling resilience. Wage growth rose by 3.8% YoY, up from 3.6%, hinting at inflationary pressures.
$O (+0,67 %)
$WPC (+0,63 %)
$VICI (+0,18 %)
$ADC (+1,42 %)
$NNN (+0,71 %)
$PLD (-0,42 %)
$TMF
⚠️US-PCE inflation report for January 2024:
📈 Immediate reaction:
✨ Core PCE prices rise:
The Fed's preferred inflation indicator, US Core PCE prices, rose 2.8% Y/Y, in line with expectations and slowing from 2.9% in December. This is the lowest annual reading since March 2021.
📉 Headline PCE inflation:
Increase of 2.4% Y/Y, hits estimates, following a 2.6% rise in December. This is also the lowest level since March 2021.
🔢 Monthly changes:
US PCE prices rose 0.3% M/M, in line with estimates. US Core PCE prices also increased by 0.4% M/M, in line with expectations.
🔑 Main finding:
The slowdown in core PCE inflation is good news for the Federal Reserve.
🚀 However...
...US inflation continues to rise much faster than the Fed's target of 2%.
🧐 Core inflation remains stubborn:
It is likely to remain well above the Fed's target for the foreseeable future. The Fed's fight against inflation is therefore far from over.
💡 Perspective:
Contrary to market expectations of a rate cut in June, I believe a cut is unlikely to come until late Q3 as inflation is taking longer than hoped to return to the Fed's 2% target.
Source:
_____
Digression:
Headline PCE inflation captures all categories of personal spending by measuring the average price change for all goods and services purchased by consumers for consumption purposes. This comprehensive view makes it an important indicator of overall inflation in the economy.
Today I bought 5 shares of $ADC (+1,42 %) - Agree Realty (DCA Tuesday).
One of the highest quality REITs in my opinion. Share prices are hammered due to interest rates, but they seem very capable to keep delivering steady, growing dividends over time.
Currently owning 62 shares of $ADC (+1,42 %) - I need 6 more to clinch my target of receiving $200 / year in dividends from Agree Realty.
What do you think about this REIT?
$ADC (+1,42 %) Looks promising and like the little but faster-growing brother of $O (+0,67 %) which of course I also own. Now got two monthly paying dividends stocks in the portfolio 🙌
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