Our International Dividend Portfolio gained 5.94% in US$ and 6.21% in euros in March. Year-to-date the performance is now 8.0% in euros for this Dividend Portfolio. March Performance Since its inception in 2009, the portfolio has returned 350% in US$ and 427% in euros, excluding reinvesting dividends. Last month’s performance dashboard shows a very positive…
Our retirement portfolio jumped 8.50% in March 2021, which is above the S&P 500 index, which rose 4.38% this month. The benchmark for this portfolio, Invesco’s High Dividend Low Volatility ETF (SPHD), also gained a lot and added 9.53%. Retirement monthly performance Since its inception in January 2017, the initial investment of $10,000 in this…
The U.S. equities ended Q1-2021 on a positive note, with the S&P 500 posting a gain of 4.4% last month and 6.17% in Q1-21, driven by continued optimism on COVID 19 vaccines, as well as by Biden’s fiscal and monetary stimulus. The Dividend Aristocrats posted a strong gain of 7.54% and 8.5% in Q1-2021, outperforming…
MarchOur latest Dividend newsletter is now available to our members. In the March 2021 dividend newsletter, you will find the following items: 1. Monthly recap 2. Dividend Portfolios International dividend portfolio Retirement Portfolio (US) Defensive Aristocrats 2020 3. Dividend Inspiration Lists The 10 Best Dividend Aristocrats according to Wall Street The 10 Best Dividend Aristocrats…
Despite a sell-off in the last week of February, the month of February ended positively with the S&P 500 index posting a gain of 2.76%. This was driven by optimism on COVID-19 vaccines, as well as hopes for more fiscal stimulus. The Dividend Aristocrats (NOBL) posted a modest gain of 0.72%, underperforming the S&P 500.…
Warren Buffett’s Berkshire Hathaway reported on Saturday that its quarterly operating income rose by 14%, mainly driven by higher prices of stock holdings such as Apple. This led to a higher overall profit. Fourth-quarter operating income rose to $5.02 billion from $4.42 billion a year earlier and net income, reflecting the stock gains, rose 23%…
M&T Bank Corporation (MTB) and People’s United Financial, Inc. (PBCT) announced that they have entered into a definitive agreement under which M&T will acquire People’s United in an all-stock transaction. The merger is expected to close in 4Q21. Under the agreement terms, People’s United shareholders will receive 0.118 of a share of M&T common stock…
Here is part 2 on how to creating a successful retirement portfolio. Based on our US retirement portfolio, we will provide more insights into building a European retirement portfolio. In the coming weeks, you can follow along the selection of some solid “retirement dividend stocks”. In part 2, we will add two new dividend stocks.…
The Defensive Dividend Aristocrats’ objective is to outperform the Dividend Aristocrats over any five-year rolling time horizon, especially in bear markets. The maximum draw-down (mdd) should be lower, so less volatility than the broader market. The main is to show that next to dividend growth, price-return and risk ratios are also important. The idea of…
Next to dividend cuts, dividend increases are an important factor for dividend growth and expressing the company’s confidence in the future growth of its business. Dividend growth stocks have been among the best long-term performers in the market, when payout ratio and high yield is monitored. The table below lists the most important dividend increases…