5Mon·

Focus on dividend stocks continues

I've already started to shift my portfolio more towards dividends with a stock like $FRO (-2.49%) more in the direction of dividends. I'm in my mid-50s, so you have to think about the future ("Die Rende sin' sischa").

Two new stocks have been added to the portfolio today: $BATS (-1.29%) and $FSK (-0.9%) . Out went $WAF (+0.05%) (-13 percent) and $AAPL (-0.02%) (+13 percent or so).

I am raising my personal price target for dividends in 2025 to EUR 15,000 gross; I want to be much more aggressive than before.

33 Comments

D.S.@Cato_Bamboo

5Mon

Good luck with the conversion...... I am also in the process (+55) of adding more dividend stocks to my portfolio.

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Adrian@AdrianAA

5Mon

Your decision to reposition your portfolio towards a dividend portfolio seems to me to be correct given the current market circumstances. However, looking at the examples you give, they seem to me to be stocks with a somewhat unstable dividend distribution that depends on utilities such as oil in some of the examples you gave (which will fall in a couple of decades) and I think it is better to invest in somewhat moderate dividends such as 3-4% but which grow more and are more stable than those that give 12% per year. In this way you will end up collecting practically the same in a few years, with greater security.

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Charmin@Charmin

4Mon

@AdrianAA The "couple of decades" is the key here.

Unfortunately, I do not have a "couple of decades" left. Maybe two or three … :-D

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Stefan@Asgard19

5Mon

why $FRO and not $HAFNI?

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Charmin@Charmin

5Mon

@Asgard19 I like Cyprus ... :-)

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Charmin@Charmin

5Mon

@Asgard19 I've had a look now ... looks exciting ... -> Watchlist.

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Charmin@Charmin

5Mon

@Charmin PS: Hmmm, I think I made the wrong choice with Frontline ... okay, they are both dependent on many factors, but I think I'll take the 15 percent plus with Frontline and shift that ...

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Stefan@Asgard19

5Mon

@Charmin do that, I also had $FRO in mind at first but then changed my mind too

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Charmin@Charmin

5Mon

@Asgard19 Well, sometimes things happen very quickly. $FRO out, $HAFNI in.

And that invalidates my dividend price target: if Hafni - which I can't believe - pays out even half as much in dividends as expected, the 15k will be more or less cracked.

But let's wait and see ...

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Dividendenopi👴@Dividendenopi

5Mon

@Charmin I had $FRO in my portfolio for a while, dividends came as announced, but I was not so convinced by the earnings performance. I got out with 0 in terms of the share price and have now left this area. $TRMD A

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Charmin@Charmin

5Mon

@Dividendenopi Looks pretty too!

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Charmin@Charmin

5Mon

@Asgard19 How did you come across them? With their dividend, you immediately think: "What's the catch"? But their figures - profit, sales, free cash flow, etc. - are all totally awesome. And then a P/E ratio <4?

Am I missing something or is this a clear buy with or without a dividend?

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Stefan@Asgard19

5Mon

@Charmin 25% withholding tax in Norway (if I'm not mistaken)
Apart from that, I also like to look at other people's portfolios here in order to acquire new companies, and this share caught my eye, presumably because it is cyclical.

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Stefan@Asgard19

5Mon

@Charmin maybe $PETR3 is also something for you

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Solitair@Solitair

4Mon

I'm a mixed bag. I currently receive around €10,000 in net dividends per year, but around a third of my portfolio is not dividend-paying at all and my dividend-paying ETFs are predominantly not dividend-focused. So my yield is not particularly high. At the age of 50, that's okay for me. Maybe I'll reallocate it again later. You can now argue whether the strategy is the best of both worlds or simply nothing half and nothing whole. However, I also rely on my civil servant pension to a large extent when it comes to retirement provision.

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Charmin@Charmin

4Mon

@Solitair I don't think we need to talk about "nothing half/whole" here. 833.33 euros per month in dividends on average is excellent in my opinion. Again, someone who no longer needs to worry in old age.

When are we actually going to take over the Federal Ministry of Economics?

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Pope Donkey XXI@DonkeyInvestor

5Mon

My gross dividend in 2025 will probably be just under 4k 😅. That's what the getquin coins flow for. Nice that you're already thinking about tomorrow today

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FinaceSF@FinaceSF

4Mon

Thanks!

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ThomasHH@ThomasHH

4Mon

Take a look at Hoegh Autoliners.

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Freddy@diviinvestor

3Mon

Frontline and the entire shipping industry is very volatile and anyone investing in John Fredrikson's companies should be prepared to do a lot of research. the bottom line is that it is not easy to make a real profit in decades. in most cases, purchases of these shares are driven by greed.

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