Copycat Portfolio

[copycat10]

Here is my dividend growth oriented stock portfolio started in 2009:

USA

VZ 43.6 Telecom provider, good dividend, but to be watched closely

SYY 29.17 Food supplier, present everywhere

JNJ 60.61 Should we introduce this king of dividends?

STON 25.07 Cemetery High yield, but incessant sector of activity

VGR 14.52 Cigarette sector, and nicotine-free cigarettes

BP 43.36 Undervalued, and dividends have started again since February 2012. This seems on the right track

WTR 21.46 Deals with the water supply of the US and its consequences

MSFT 54.4 Software sales, providing a good dividend for over 5 years

CAD

PPL 5.12 Electrical management in the US and Canada (historically PVX, was acquired)

I HAVE

ABB 22.36 Swiss flagship of electrical grids

SREN 52.55 Reinsurance sector, good result recently

ZURN 236.4 Swiss insurer

SCHP 107.3 In elevators, good dividend and expansion in China

NESN 62.85 Food and water, he's a good racehorse

Swisscom345.5 Swiss Telecom Always good results and good dividends

Novartis 53.7 Good Swiss pharmaceutical

So

[Jerome]

There are some nice values in there. I particularly like SYY, JNJ, WTR, PPL, SCHP, NESN and NOVN.

SREN nice move from friend Warren, once again.

 

[copycat10]

Purchase of 40 PCY shares today for diversification in emerging countries, thanks for the tip dividendes.ch

[Jerome]

you're welcome 😎

and here is a little monthly income for you!

[copycat10]

Purchase of 31 Swiss shares La Foncière (FOC).

It’s a real estate investment fund that I’ve been eyeing for a long time.

2.4% dividends, constant dividend increase since 1994.

The stock market price is also increasing slightly every year.

 

This seems to me to be a good baby that needs to be left to grow in a corner!

[Jerome]

I know FOC which I had been eyeing for some time.

Finally I decided on CS REF Interswiss (CS REF) which is of the same style.

This provides good diversification to stocks.

[copycat10]

Purchase of 40 MCD shares, it seems to me to be one of the rare shares not too expensive on this slightly overvalued market.

[Jerome]

market slightly overvalued you are kind but it's true that MCD still has reasonable prices

[copycat10]

Purchase of 60 KO

Strengthening of BP and PPL

[Jerome]

The markets are falling... are we finally going to have a nice correction so we can do some good business?

[copycat10]

A little update on my purchases over time:

40 MO 08 2014
23 CVX 11 2014
13 IFCN 01 2015
10 NOTHING 04 2015
59 EMR 08 2015
11 IBM 01 2016
110 UBS 04 2016

Yes UBS is not a grower but they have a huge dividend increase which almost allows me to pay the monthly UBS fees 😉

Dividends of
6.07% on the $
5.22% on the CAD
7.42% on the CHF

There you go 🙂

[Jerome]

eh eh you also let yourself be tempted by the legendary IBM 🙂

[Author]

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