Thursday, January 7, 2016

Review of the Year 2015, Goals for the year 2016



The year 2015 is behind us, so it's time to see how I reached my goals, and how my portfolio developed during the year. I will also set my goals for the 2016.

I did 34 transactions during the year, 30 purchases and four sales, I got dividends from 46 companies and distributions from two ETFs. My portfolio now includes 44 companies and two ETFs that pay dividends. Comparing to 2014: 21 transactions, 19 purchases and two sales, got dividends from 33 companies and from two ETFs. About a year ago I set my target to increase the number of dividend-paying companies, about 40, which I achieved over the last year. This year the intention is to focus mainly on raising the proportion of low-weight companies in my portfolio, it is possible that for some companies, I will say good-bye, and of course if the opportunity comes, a few new acquaintances always fit. Overall, I'm pretty satisfied that I was able to increase the number of companies in my portfolio and increased diversification during the last year.

Tuesday, January 5, 2016

Dividend Income - December 2015



Again, one month passed and it is time to report my dividend income. In December 2015 my portfolio dividend income was as follows:

Quarterly dividends received from:

Intel Corporation (INTC) - €90.16 ($96.00)
Pfizer Inc. (PFE) - €52.71 ($56.00)
ConocoPhillips (COP) - €20.88 ($22.20)
Johnson & Johnson (JNJ) - €41.31 ($45.00) 
Avance Gas Holding Ltd (AVANCE.OL) - €793.38 ($844.00) 
Unilever N.V. (AMS:UNA) - €15.11 ($17.18)  
Emerson Electric Co. (EMR) - €17.36 ($19.00) 
Chevron Corporation (CVX) - €58.39 ($64.20) 
Target Corporation (TGT) - €50.93 ($56.00)
The Coca-Cola Company (KO) - €45.37 ($49.50)  
McDonald's Corporation (MCD) - €16.28 ($17.80)  
Ensco plc (ESV) - €21.33 ($23.25) 
TAL International Group Inc. (TAL) - €41.02 ($45.00)
T. Rowe Price Group Inc. (TROW) - €11.89 ($13.00) 

Sunday, January 3, 2016

Week in Review 53/15




Welcome and thanks for reading! In this review, I will gather together important and interesting news and events over the last week related to my portfolio holdings. In my week review, I put also together some interesting articles from other websites that caught my attention during the past week.

Thursday, December 31, 2015

Recent Buy - Agrium Inc. (AGU)



28th December 2015 I Bought 25 shares of Agrium Inc. at $ 91.51 per share plus commission.


Agrium Inc. (Agrium), incorporated on December 21, 1992, is a Canada-based producer and marketer of nutrients for agricultural and industrial markets. Agrium is a retailer of agricultural products and services in the United States, Canada, Australia, Argentina, Brazil, Chile and Uruguay and a multi-national producer and wholesale marketer of nutrients for agricultural and industrial markets. The Company operates through its two business units: Retail and Wholesale. Agrium Wholesale owns 16 production facilities in North and South America across the nitrogen, potash and phosphate spectrum; two mines; and a distribution and storage network throughout North America and internationally through Agrium Europe. Agrium Retail operates 57 terminals, 8 plants and 18 distribution centers in North and South America, as well as Australia. The company was formerly known as Cominco Fertilizers Ltd. and changed its name to Agrium Inc. in 1995. Agrium Inc. was founded in 1931 and is headquartered in Calgary, Canada.

Wednesday, December 30, 2015

Recent Sell - Golar LNG Ltd. (GLNG)



23 December 2015 I Sold 75 shares of GLNG at $15.50 per share minus commission.


Golar LNG Limited, a midstream liquefied natural gas (LNG) company, engages in the transportation, regasification, liquefaction, and trading of LNG. The company operates in three segments: Vessel Operations, LNG Trading, and FLNG. It is involved in the acquisition, ownership, operation, and chartering of LNG carriers and floating storage regasification units (FSRUs); and the development of LNG projects. As of August 18, 2015, the company, together with the fleet held by Golar LNG Partner LP, owned and managed 26 LNG carriers and FSRUs. Golar LNG Limited was founded in 1946 and is headquartered in Hamilton, Bermuda. (Yahoo Finance)

Sunday, December 27, 2015

Week in Review 52/15




Welcome and thanks for reading! In this review, I will gather together important and interesting news and events over the last week related to my portfolio holdings. In my week review, I put also together some interesting articles from other websites that caught my attention during the past week.

Thursday, December 24, 2015

Summary of Dividend Cuts



Christmas Eve, Christmas Ham and Mulled Wine! What could be a more appropriate moment to go through the notified dividend cuts of my portfolio holdings during this year. 


At the moment, my portfolio contains 47 shares from different companies, of which 5 have announced dividend cuts or temporary interruption of the dividend payments. Moreover, if commodity prices remain at that level for a long time, for me, it shouldn't be a big surprise if some other in my portfolio companies, announces the same things.