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!