The international dividend portfolio continues to reach new all-time-highs in euros and in US-dollars by end of December. The total portfolio value in USD is 547,000 and 488,000 in euro.
Performance Update
Our International Dividend Portfolio gained 2.5% in US$ and 0.61% in € in December, compared to 1.94% for the Dividend Aristocrats Index. Since inception in 2009, the portfolio has returned 292% in US$ and 387% in €, excluding reinvesting dividends, which are all-time highs.
The full-year 2019 performance is 23.8% in US$ and 26.5% in € and the portfolio generated 10.320 US$ this year in dividends.
Calendar Year Performance
Our International Dividend Portfolio objective is to generate dividend income every month, based on international dividend growth stocks and over the long-term preserve and grow the invested capital. The total return is expected to follow the MSCI World index and to aim for a dividend growth rate between 4%-9%.
Looking back on the last 11 years, the dividend growth rate is on average 7.2% and the annualized return for this period is 13.2%, while the MSCI World index returned 10.08%.
See below how the annualized returns (CAGR) have evolved over time.
About
The International Dividend Portfolio objective is to generate dividend income every month, based on international dividend growth stocks and over the long-term preserve and grow the invested capital. The total return is expected to follow the MSCI World index and a dividend growth rate between 4%-9%.
Holdings are rarely sold as long as dividend pay-outs are not cut and managed with a “buy-and-hold investor” mind-set. The International Dividend Portfolio contains mainly US and European stocks, so mature markets, but the related companies will often have exposure to emerging markets as well.
Key Metrics
In 2009 the virtual International Dividend Model Portfolio started with €100,000 or $ 140,000 ,10 US dividend stocks and 5 European dividend stocks. The holdings value grew with 15.5% annually year in euros and 13.2% in dollars, how this translate in the portfolio value can be seen in the table below. Due to currency fluctuation, the European investor benefited more from the dollar holdings.
| Holdings Value (€) | Holdings Value ($) | |
| Start 2009 | € 100,000 | $ 140,000 |
| End 2017 | € 378,000 | $ 454,000 |
| End 2018 | € 385,000 | $ 441,000 |
| End 2019 | € 488,000 | $ 547,000 |
Also, the goal of a dividend growth rate between 4%-9% has been accomplished, since the average dividend growth rate of this portfolio has been 9.6% in euros and 7.2% in dollars.
See below more details on how the value of this international dividend portfolio has evolved over time.
