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  • Home
  • The 2023 Dividend Aristocrats
    • Dividend Aristocrats yearly performance
    • Dividend Aristocrats Dashboard
    • Dividend Aristocrats List 2023
    • Canadian Dividend Aristocrats
    • European Dividend Aristocrats
    • Defensive Aristocrats
    • Recession-Proof Dividend Aristocrats
  • Dividend Stock Lists
    • Top IPOs to Buy in 2022
    • Top Picks: 10 Stocks to Buy for 2022
  • Stock Portfolios
    • International Dividend Portfolio
    • Retirement Portfolio Dividend US
    • Bill Gates’ Stock Portfolio
    • Berkshire Hathaway Portfolio
    • Dogs of the Dow Tracker
    • European Dogs of the Dow Tracker

Category Archives: portfolio

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Monthly Dividend Portfolio Update

international-dividend, News, portfolioBy dividend_investorDecember 2, 2021

Our portfolios showed a mixed performance in November. Here is a performance summary on our “Moneyinvestexpert” portfolios: Our International Dividend Portfolio lost 1.06% in US$ and gained 1.08% in euros in November. Year-to-date the performance is now 29.22% in euros for this Dividend Portfolio. The performance in euros is significantly higher due to exchange rates,…

International Dividend Portfolio Gained 8.25% in October

international-dividend, News, portfolioBy dividend_investorNovember 4, 2021

Our International Dividend Portfolio gained an excellent 8.25% in US$ and 8.57% in euros in October. Year-to-date the performance is now 27.83% in euros for this Dividend Portfolio. After the exceptional streak of seven straight monthly gains, with an average of 2.73%, September hit our portfolio hard with a negative performance of -5.89%. It is…

International Dividend Portfolio Gained 3.79% in June

international-dividend, News, portfolioBy dividend_investorJuly 3, 2021

Our International Dividend Portfolio gained 0.65% in US$ and 3.79% in euros in June. Year-to-date the performance is now 16.59% in euros and 12.70% in USD for this Dividend Portfolio. Investors have probably enjoyed the first half of 2021, given the strong performances of the dividend aristocrats, key indices, and our dividend portfolio. Year-to-date, the…

International Dividend Portfolio Gained 1.95% in May

international-dividend, News, portfolioBy dividend_investorJune 1, 2021

The U.S. equities showed modest gains, with the S&P 500 posting a gain of 0.7% last month and 12.6% year-to-date, driven by continued optimism on COVID 19 vaccines, but concerns on inflation. Also in Europe, major indices extended their gains. The S&P Europe 350 rose 2.70% in May, increasing the year-to-date return to 14%. Our…

International Dividend Portfolio Gained 4.9% in April

international-dividend, News, portfolioBy dividend_investorMay 2, 2021

The U.S. equities extended their first-quarter gains by adding a gain of 5.3% last month on top of the 6% in Q1-21. The investor’s sentiment was driven by robust earnings and improving economic fundamentals. Also in Europe, major indices extended their gains. The S&P Europe 350 rose 2% in April, increasing the year-to-date return to…

International Dividend Portfolio Gained 5.94% in March

international-dividend, News, portfolioBy dividend_investorApril 7, 2021

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…

portfoli dividend

Another Positive Year for all our Dividend Portfolios

News, portfolioBy dividend_investorJanuary 18, 2021

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…

International Dividend Portfolio dropped -1.17% after +5.76% last month

News, portfolioBy dividend_investorOctober 16, 2020

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…

International Dividend Portfolio Gained another 5.76%

News, portfolioBy dividend_investorSeptember 10, 2020

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…

International Dividend Portfolio Update

News, portfolioBy dividend_investorAugust 12, 2020

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.…

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