1Semana·

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: 0€

May/Jun stocks:

$EOAN (-2,67%) (SOLD before Div due StopLoss. -17,38€)

$SOLB (+0,43%) (SOLD before Div due StopLoss. -37,4€)

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2Semana·

New Dividend Strategy (First Step)

Hello,

I'm going to dedicate a portion of my portfolio to increasing dividend yields.

I'm planning to buy 20% of my portfolio (about €2500 for the project) 15-30 days before the ex-dividend date, and sell it 15-30 days later (optimal compared to selling after dividend yield)*

*stock conditioned to continue in portfolio if the profit is adequate...

I'm planning to add the following stocks for May:

a. Asr Nederland $ASRNL (+0,85%)

b. NN Group $NN (+0,81%)

c. Telenor $TEL (+1,87%) (NO BOUGHT)

d. Cofinimmo $COFB (+1,77%)

e. Solvay $SOLB (+0,43%)

f. Italgas $IG (+1,55%)

g. Eon $EOAN (-2,67%)

I'll monitor the performance in a month.

Any suggestions for improving this strategy?

PS.

I currently have several stocks in my portfolio that pay dividends this month, which are also would be included in the project.

A. Bouygues $EN (+0,58%) (SOLD)

B. Axa $CS (+0,95%) (SOLD)

C. Bam Group $BAMNB (+2,54%)

D. Freenet $FNTN (-0,32%)

E. Tesco $TSCO (+0%)

F. Eni $ENI (+0,81%)

G. Intesa $ISP (+0,2%)

H. Generali $G (+0,76%)

I. Mapfre $MAP (+0,63%)

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3 Comentários

Dylan V.@Legend14

1Semana

Time in the markt will beat timing the markt

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Patrick Schäfer

@Hotte1909

4Mês·

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 (+1,47%) . Likewise $PEP (+0,31%) 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 (-0,96%) 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 (+0,43%)
$FMC (+2,25%)
$JNJ (+1,28%) and $RACE (+1,12%) another 2k was put into my core $VWRL (+0,84%) was put into my core.

06.01

Nintendo

Vendido x200 em € 56,38

€ 11.276,00

1.028,50%

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Patrick Schäfer

@Hotte1909

4Mês·

And next installment in.

18.12

Solvay

Comprado x125 em € 31,24

€ 3.905,00

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4 Comentários

𓆙@MedusaFi

4Mês

looks interesting, what are your motives? or what do you think speaks FOR the share? would be interesting to know😊

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Patrick Schäfer

@Hotte1909

5Mês·

I've been on the road a lot the last few days, so here are the supplements to this week's transactions.

I bought my second tranche here.

05.12

Solvay

Comprado x80 em € 31,54

€ 2.523,20

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4 Comentários

Memo0606@Memo0606

5Mês

do you think the share price is attractive at the moment ? that's why you are buying aggressively

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Patrick Schäfer

@Hotte1909

5Mês·

I just couldn't see here again. First bought a tranche.

27.11

Solvay

Comprado x150 em € 30,78

€ 4.617,00

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5 Comentários

beetlejuice@beetlejuice

5Mês

Why couldn't you resist?

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Mathias

@mathias14

6Mês·

What are your thoughts on the stock $SOLB (+0,43%) after the big drop? I think mostly people who did not know that there is a contraction in EBITDA anyway due to the split and due to the cyclical nature of the chemical sector. The dividend is also falling due to reduced cash flow but again this is due to the cyclical nature but the dividend yield remains very high and I think a abolition of almost 40 euros to 32 euros per share is very hard. I think now is a nice buying opportunity for the January dividend. Do you guys think the same or do you think this is a company in decline and the dividend is only going to go down?

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1 Comentar

Raeymaekers R.@financial_wizard_350

5Mês

The dividend has decreased because of the split off, it has nothing to do with cash flow, solvay is still 40% of the value, synesco 60%, so this also applies to the dividend

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