October 2016 – Dividend

October is nearing the end and I am once again doing a round of dividends, it’s been a good month on the markets for me and I am slowly getting more insight in how to value company’s.
More on that later though. For now just the numbers.

28-10-2016 Dividend (Product: DOW CHEMICAL COMPANY ) EUR 3,91
26-10-2016 Dividend (Product: CISCO SYSTEMS INC. ) EUR 6,19
25-10-2016 Dividend (Product: GENERAL ELECTRIC ) EUR 4,30
14-10-2016 Dividend (Product: WHOLE FOODS MARKET IN) EUR 1,15
14-10-2016 Dividend (Product: W.P. CAREY INC. REIT) EUR 8,37
3-10-2016 Dividend (Product: COCA-COLA COMPANY (THE) EUR 4,46

Total EUR 28,38

Portfolio news – August 2016 additions

A bit late as I an busy taking more time off and balancing my energy, more on that in another post. The addition of August.

Only one addition this month, and yet again a extension of an existing position, namely Microsoft. It was a position that was not in line with the rest of the portfolio so it had to be adjusted. Most of the tech positions in the portfolio are performing well and I think Microsoft has more potential on the upside. The company is producing good results and while this may not be the best way to take investment decisions I love windows 10, it’s an excellent OS , fast and stable. And a lot of people agree. Also their development tools are great and they are doing a lot in the way of education and making people familiar with the software.

I think this can only get better, more and more people getting involved in tech will make for more innovations. Hopefully not only in just another app but also in research and other tech fields where you are bound to need software. All in all I am positive about Microsoft. Next month , well this month in the coming week I will get a brand new position. For the September addition.

August 2016 – Dividend

Dividends again, always a good thing. As always the markets are moody as ever and nobody knows how long this ridiculous policy of low interest and buying huge amounts of bonds will go on. It has led to inflated markets and in the Netherlands , the old crazy pre credit crisis housing madness is back once again. This time with even lower rates. More debt at lower cost is still debt.

People don’t seem to mind and are paying large amounts of money for housing again. But more on that later, back to the dividends. It has been a slow month and I am looking for good ways to even out the monthly income from my portfolio. I am looking into various ways to do this. Maybe incorporate a bit more option strategies during the month. I now sell some for extra revenue. Which works great , so I am looking into ways to extend this.

Well, without further delays and small talk the August dividend result.

9-8-2016 Dividend (NSI) EUR 13,00
4-8-2016 Dividend (AMSTERDAM COMMOD.) EUR 5,60
15-8-2016 Dividend (Product: ONEOK INC. COMMON STO) EUR 5,23
11-8-2016 Dividend (Product: APPLE INC. – COMMON ST) EUR 4,85
16-8-2016 Dividend (Product: ONEOK INC. COMMON STO) EUR 4,63
12-8-2016 Dividend (Product: APPLE INC. – COMMON ST) EUR 4,34

Total EUR 37,65

Portfolio news – January 2016 additions

A new month and new additions to the portfolio. The markets have taken a dive in recent months so there should be some bargains out there.
The main concern is the oil price , which is getting lower and everyone is lowering the price target for this year.
The world has a surplus now but once the dust settles prices will recover and Shell will be well positioned.

The decline in the international markets will continue for some time I think, for the long term portfolio this is not bad at all, it leaves room for buying some nice dividend stocks.
For the additions this month I looked towards Germany and in the Netherlands. Starting off here, I bought one share of Unibail Rodamco. It’s a real estate company which owns a lot of real commercial real estate, mainly shopping. Shopping is dying , everybody seems to think these days. I am old school and I like a physical shop, you see the products try them and get service.

I see a lot of people shopping for speciality items, food, cloths etc. It’s about the experience, the run of the mill discounter will not cut it but the quality shops certainly will.
And in this department they have a nice segment of high end commercial property. The dividend has just been raised which is good and sits around 4%. The Q4 results were solid and I think they will continue to be.
In Germany I added 1 new company’s to the portfolio. It’s the insurer Munich Re , a very solid company with an ever growing dividend. It might be a bit expensive but even at the current price it will give out a 4,7% dividend. Which is very good, and it’s increasing.

January 2016 – Dividend

I am going to record the dividends per month from now on. It makes it easier for me and gives a nice overview of the monthly payments.

January 2016 is done again and the dividends for this month are :

In Euro without the tax :

26-01-2016 WHOLE FOODS MARKET IN) EUR 1,22
25-01-2016 GENERAL ELECTRIC COMPANY EUR 2,00
15-01-2016 W.P. CAREY INC. REIT EUR 8,69

Total 11.91

Portfolio news – December additions

So it’s December again, end of the year and the last stocks I bought this year. Rocky markets all round with declining commodities , nervous currencies and bond issues. Hopefully I have managed to select a few nice stocks. I am also researching alternative energy company’s away from the oil, gas sector. Which has not been easy, most don’t pay dividends yet and are heavily indebted. So this is something to work on more in the next few months. I also want to invest more in technology and engineering. Any helpful insight will be much appreciated.

Ok back on topic, what did I add to the Portfolio. New to the portfolio are Accell, Whole foods and Disney.

An interesting addition is Accell which is a Dutch bicycle manufacturer, a steady growing business , especially the e-bikes, which allow older people to still enjoy long distance bike tours. More importantly there may be a nice future for longer distance commuting using the battery packs and the electric power to ease the bike ride. So you don’t need to take a shower upon arrival at the office. If everyone does this the Paris eco agreement goals are easily obtainable.

I personally like bikes very much, I don’t own a e bike since I have sufficient condition to take longer rides and since being fit is the new wealth I can only see this business grow. The products are of great quality and the sale numbers are solid. They also pay out a bit of dividend, not a lot percentage wise , but I think the dividend will grow along with the business.

Disney is something I had set my eyes on for some time. It’s maybe a bit expensive , but it has come down somewhat from the 120 dollar per share earlier this year. Having seen the new Star Wars film I am sure they will generate a lot of business from this franchise. They also have been paying dividend for a long time. I think this will be around the 120 again soon. And hopefully they will rise the dividend payment.

Last addition this month is whole foods. They say they are the healthiest supermarket in the US, well a lot healthier than others I have visited and they are building more supermarkets in area’s where fresh vegetables and fruits, and all other healthier foods are not available. And have programs for sustainable fishing growing etc. This is a very good thing, so this purchase has been done more from the fact I like their view of things than anything else. They do pay out dividend and I think they will raise this in 2016. It’s a bit expensive now but as with everything, it’s all for the long term. Hopefully lot’s of people will see the benefits of healthy food.