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 Dividend Aristocrats are up 15.25%, while the S&P 500 is up 14.52%.
The chart below displays the year-to-date total return of the Dividend Aristocrats ETF (NOBL), Dow Jones, and S&P 500 index.
Since its inception in 2009, the portfolio has returned 384% in US$ and 469% in euros, excluding reinvesting dividends.
Last month’s performance dashboard shows again positive month with several stocks up. Top performers in June are Microsoft and Roche Holding. Year-to-date 10 stocks are already above a 10% return and this is excluding dividends received.
The chart below displays the portfolio value from 2020 to June 2021 in EUR.
Dividend growth is a key element of our dividend portfolio. Last month (May) is always dividend season, especially in Europe. Seven stocks in the portfolio paid a dividend, adding $2425 to the portfolio value. In June only two stocks went ex-dividend.
The dividend growth rate since inception is 7% and our International Dividend Portfolio has only experienced one dividend cut since the start (RD-Shell).
We created the International Dividend Portfolio, so customers can follow a selection of international dividend stocks. Some investors could mirror the portfolio holding for holding, but others use the list to generate investment ideas and make sense of trends and risk/returns in their own portfolios.
If you decide to mirror the portfolio, our recommendation would be to invest equally across all holdings. This provides diversification between stocks, sectors, and currencies. Preferable the value of one individual stock is always below 5%-8%. Some holdings may appear undervalued and some overvalued, so we provide some guidelines/rules when to buy or not to buy. Please take into account that there is currency risk.More details and the dividend stocks in portfolio are available to members.