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,…
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…
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…
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…
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…
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.…