Another year has almost passed, hard to believe how fast the years are flying by. I started dividend growth investing about 1.5 years ago and the portfolio is coming along quite nicely.
There have been some ups and downs recently, a lot of stocks in my portfolio have done really well but unfortunately, the overall performance has been dragged down by my the performance of my energy & mining related stocks. Earlier this month the big dividend cut from Kinder Morgan was quite a disappointment, and it looks like a dividend cut from BHP Billiton is around the corner too.
Here’s an overview of this month’s dividend income:
- SABMiller: 3.98EUR
- Unilever: 16.90EUR
- Coca-Cola: 9.90EUR
- McDonalds: 5.34EUR
- Royal Dutch Shell: 74.77EUR
In total, that’s 110.89EUR in dividend income for December 2015.
Next week I’ll decide which stock I’ll add this month. Perhaps it will be one of the stocks I recently wrote about at Seeking Alpha, I’m particularly interested in adding some more healthcare stocks to my portfolio, maybe Novartis although Sanofi looks a bit cheaper right now. Both stocks have nice strings of dividend increases.
Alternatively, I’m also interested in more consumer goods stocks. I’d love to buy some Nestlé but the 35% dividend tax is a big bummer, I’m also quite stoked about L’Oréal but that stock is a bit too richly valued for me right now. PZ Cussons offers a fairly interesting entry point right now but I’m also keen on adding more shares to my Diageo position! Always hard to make a choice, or perhaps I should split the money over two positions this month as I still have some free trades with my broker.
What stocks are you planning to buy?
Merry Christmas everyone!
Dividends are Coming 
Hi DaC,
Nice dividends you had there. It seems Santa Claus brought some tasty dividends. I suspect that BHP will cut it’s dividend with 50%. I bought the recently because I follow the saying that you need to buy when there is blood running trough the streets and it seems so in the commodity sector. The balance sheet looks solid but it is a cyclical company so I except the ride to be rough on some occasions but in the long run it think we will see a nice return ( depending on the entry point of course).
I’m currently taking a look at Diageo and IBM, I did already buy compagnie du bois Sauvage.
Happy holidays for you and your family.
Cheers,
Geblin
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Hi Geblin,
Indeed, a 50 percent cut is looking more and more likely. Guess we’ll know more within a month or two at the latest.
IBM is on my list of companies to take a closer look at. At first glance, it looks interesting as it doesn’t really need to do a lot to provide a good return with the low valuation it’s currently trading it. But I’m not really sure about the future role of this company in the fast-evolving tech world.
Merry Christmas and a Happy New Year!
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