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 good to see that October even topped and recovered September losses.
Last month’s performance dashboard shows very strong gains for almost all holdings. Only Unilever and Wolters Kluwer ended the month October in red.
Year-to-date, 14 out of 15 stocks are showing a positive price return, which is excluding dividends received. Unilever is currently the only stock showing a negative YTD performance.
Since its inception in 2009, the portfolio has returned 417% in US$ and 524% in euros, excluding reinvesting dividends.
The chart below displays the portfolio value from 2020 to October 2021 in EUR.
Dividend growth is a key element of our dividend portfolio. Last month (October) was not a “hot” dividend month, since only two stocks paid a dividend. Here are the details:
- Realty Income paid a monthly dividend of $0.236 per share.
- Procter & Gamble (PG) paid a quarterly dividend of $0.87 per share.
The dividend growth rate since inception is 7% for this portfolio and our International Dividend Portfolio has only experienced one dividend cut since the start (RD-Shell).
Getting started
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.
