Here’s a look at my April 2018 dividend report:
April 2018 dividend income:
- Nike: 8.25EUR
- Coca Cola: 9.38EUR
- Novo Nordisk: 37.24EUR
- Vestas: 31.47EUR
- Diageo: 43.47EUR
- PZ Cussons: 3.71EUR
- GSK: 27.83EUR
- Philip Morris: 47.53EUR
- South32: 2.11EUR
- General Electric: 2.87EUR
Adding it all up results in a grand total of 213.86EUR in after-taxes dividend income.
- Kinder Morgan: +60% (as previously promised)
- Unilever: +8%
- 17 shares of AB InBev
That’s it for this month!
What’s your thought on the valuation of Ab InBev? I find it to be a difficult company to value. PE seems to be around 21… I sure know the stock got hit since a couple of months ago where it was close to 100eur vs 84 now. That’s nice!
I like AB InBev at this level. Currently in the process of writing an article about the stock, but it’s been on my to-do list for some time now…
I have check dividend yields of shares you’ve mentioned above and found few with quite low yields for instance Nike.
What are your thoughts of inflation rates in Euro zone? Do you have any limit for yield under witch you do not consider buying the share?
I do not have any minimum level for the dividend yield. I think it’s more important to focus on the possible total return rate than to solely focus on the dividend a company pays at the moment of purchase. This is exacerbated by the fact that I live in a country with a high dividend tax rate. So companies with a low yield of 1% or less, or even no dividend, can make it into my portfolio. I know others have rules of minimum 2.5% or even higher but for me it doesn’t matter.
You are right about possibilities of earnings from share swings. I am also looking for best entry points to maximize my gains.
I thought you only recently bought your first Vestas shares. Were you lucky in your timing, or do they pay quarterly dividends or something?
Vestas pays just once a year. I bought my shares in November 2017 and January 2018.