This morning I stumbled upon an older post at NoMoreWaffles. This reminded me once again about the great powers of the Compound Effect. An even more impressive image in my opinion is the one below created by JPM: Continue reading The Compound Effect
Buy High, Sell Higher? When I made a purchase of Nvidia stock last year I was under the assumption my timing was far from great. I figured the stock price had gone up quite a bit allready and I was buying at fair value at least and probably at a bit overpriced stockprice. Continue reading Up 86% in 12 months – Should I Sell?
Over the first quarter of 2016 I received €335 in dividend income. In total 18 different companies sent a payment my way for being a loyal shareholder.
I am invested mostly in dividend paying companies but there are also two holdings that don’t pay a dividend: Berkshire and Alphabet. Continue reading 2016 Q1: Dividend Income
It is time to see how this first half of the year 2015 went by and what happened in my portfolio.
Continue reading 2015:Mid-Year Review
Most of my recent purchases were what people would call growth stocks, or to be more precise, low dividend growth stocks. Companies like Disney and Visa currently offer around 1% dividend yield which is rather low for someone trying to live off dividend income. On the other hand these companies grow their revenues and earnings at a fairly high pace which makes them interesting.
The low dividend stocks currently in my portfolio are: VISA, DISNEY and maybe NVIDIA. Looking at these first two companies is a maximum of 1%. If you are planning to live of dividends this sounds horrible. However their dividend growth is great. Visa upped their dividend 20% last year and Disney raised the dividend in 2014 with 33%! If we maintain a conservative 20% dividend growth projection for the next few years both companies will double their dividend before 2020.
I don’t want to exclude great companies just because they are in their early stages of dividend growth.
When I buy stocks I like to have a long-term positive feeling about the business and the sector it operates in. June 17th I initiated a small position in Disney. The Disney company is well known worldwide for their movies and theme parks. What I just found out a few years back is that roughly half their revenue comes from TV or more specific, from ESPN. While covering a sporting match is hardly the same as building amusement parks both businesses are entertainment. When I bought my first couple of Disney shares last month I made a bet on entertainment. Continue reading Buying Disney: Betting on Entertainment
Wow, time flies!
Even though I was away, I did not completely stop investing
Here is a quicky update on some new positions and additions from the last months: Continue reading Time Flies!
With March now behind us I can construct the numbers of the 1st quarter in 2015. Considering the great February month there was bound to be a decline in income. There were ‘just’ three dividend payments this month but this included my biggest holding: Coca Cola. Continue reading Dividend Income: March 2015
Yesterday I pulled the trigger on a new stock in my portfolio: NVIDIA. This is quite a different purchase then I am normally used to but there are several factors that made me interested in this company for a long time. At the same time I felt the need to increase the tech exposure of my portfolio, I am still looking for an entry into VGT as well. Continue reading Recent Buy: Nvidia (NVDA)
Since the bull market has been amusing us for over 5 years now, more and more analyst keep predicting market corrections. Of course smaller corrections have happened in the last few years but big corrections, let’s say at least 20%, have been rare to absent. Continue reading Should I anticipate a Market Correction?