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…
Investors can follow our model dividend portfolios (international, retirement) and defensive stock selection concept. The year 2020 has been a year of outperformance compared to the portfolio’s benchmarks. Here is a brief summary of last years performance: Our International Dividend Portfolio also gained 1.63% (in USD) in December and is now up 9.69% for the…
Our International Dividend Portfolio dropped -1.17% in US$ and -0.75% in € in September. Year-to-date the performance is finally in the plus and is now 1.46% in US$ for the International Dividend Portfolio. Last month’s performance dashboard shows a mixed month with seven positive and only eight negative stocks. The European dividend stocks Unilever and Wolters…
Our International Dividend Portfolio gained 5.76% in US$ and 5.23% in € in August. Year-to-date the performance is finally in the plus and is now 2.67% in US$ for the International Dividend Portfolio. Performance Since its inception in 2009, the portfolio has returned 302% in US$ and 374% in €, excluding reinvesting dividends. Last month’s…
After a strong Q2 performance, our International Dividend Portfolio gained another 1.23% (in USD) in July and is now down -2.93% for the year, which is still an outperformance compared to the European or US Dividend Aristocrats. In euros, the performance has been impacted substantially due to the weakening of the dollar versus the euro.…
Our International Dividend Portfolio dropped -7.78% in € and -9.95% in US$ in March, compared to -13.66% for the Dividend Aristocrats Index. Year-to-date the performance is now -23.39% for the Dividend Aristocrats Index, while the International Dividend Portfolio dropped -16.2% in US$. Representing an outperformance of almost 7.2%. Since inception in 2009, the portfolio has…
The international dividend portfolio continues to reach new all-time-highs in euros and in US-dollars by end of December. The total portfolio value in USD is 547,000 and 488,000 in euro. Performance Update Our International Dividend Portfolio gained 2.5% in US$ and 0.61% in € in December, compared to 1.94% for the Dividend Aristocrats Index. Since…
Important: change in our International Dividend Portfolio Given the poor performance and the high volatility of Casino, Guichard-Perrachon SA (CO.PA) in our portfolio, L’Oreal (OR.PA) will replace Casino. Furthermore, rebalancing will take place by selling part of the Unilever (UNIA.AS) holdings. L’Oreal is currently trading (12/3/2019) around € 250 with a current dividend yield of…
The international dividend portfolio continues to reach new all-time-highs in euros and in US-dollars by end of October 2019. Total portfolio value in USD is 523,958 and 469,202 in euro. Performance Update European equities kept a positive momentum in October and ended in positive territory, despite concerns about slowing economic growth in the Eurozone and…
The international dividend portfolio continues to reach new all-time-highs in euros and in US-dollars by end of September 2019. Total portfolio value in USD is 515,970 and 471,550 in euro. Performance Update Despite a presidential impeachment process, trade tensions between the United States, China, and Europe, slowing economic growth, particularly in Germany, and lack of…