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 month with all stocks up between 1.5% and 11.5%. In our portfolio, PPG Industries, Dover, and Unilever gained the most.
The chart below displays the portfolio value from 2020 to March 2021.
Dividend increases
Dividend growth is a key element of our dividend portfolio. In March, Realty Income (O) declares $0.235/share monthly dividend (ex-div March 31), a 0.2% increase from the prior dividend of $0.2345.
L’Oreal (OR.PA) proposes to the shareholders’ Annual General Meeting of 20 April 2021 a dividend of 4.00 euros per share, an increase of +3.9% compared with the dividend paid in 2020. The dividend will be paid on 29 April 2020 (ex-dividend date 27 April at 0:00 a.m., Paris time).
The dividend growth rate since inception is 7% and our International Dividend Portfolio has now 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.
