[DSwissK]

Average annual performance (with dividends): 7.27%
Positions held on average 770 days

MCD sold, profit taking: 43.69%
AWR sold, profit taking: 69.92%
PM sold, profit taking: 39.32%
CVX sold, profit taking: 0.67%
DOV sold, profit taking: 12.86%
EMR sold, profit taking: 16.11%
ADM sold, profit taking: 30.50%
SCTY sold, profit taking: 27.97%

Purchase of ADM (later resold)
Purchase of SYNA (a find in Swissquote magazine. These finds are definitely...)
Purchase of SCTY (later resold)
Purchase (again) of TGT
Purchase of DIS
Purchase of ULVR
Purchase of VFC
Purchase of TEVA
Purchase KO
Purchase of HRL

I feel like it's going to crash (and I hope so). That's why I sold a lot of old (and not so old) stakes.

[DSwissK]

% Ticker Perf (without div) Yield
9.4% ROG 47.56% 4.18%
2.7% CSGN -69.73% 2.19%
5.7% HP 8.03% 3.91%
8.9% ZURN 9.58% 6.31%
6.6% NESN 13.41% 3.42%
6.1% SNH -10.24% 6.83%
7.1% SKT 8.15% 3.81%
4.8% SYNA -24.76% 0.00%
6.5% TGT 0.59% 2.56%
7.6% DIS 18.23% 2.55%
7.7% ULVR 17.18% 0.00%
6.3% VFC -8.92% 0.00%
6.6% TEVA -0.33% 0.00%
6.7% KO 1.93% 0.00%
7.5% HRL -0.80% 0.00%

[DSwissK]

Thank you for your prompt response.

And do you know the answer to my second question: how does London have a more attractive tax regime than elsewhere?

[DSwissK]

Out of curiosity, I wanted to know where Maria is in her stock market adventures. I find her questions and the answers given very interesting and am looking forward to knowing the situation almost two years later.

[DSwissK]

Good morning,

It's time for my annual portfolio update.

Part Ticker Perf (without div) Yield
10.9% ROG 41.28% 4.80%
3.2% CSGN -70.54% 2.30%
10.2% MCD 40.61% 3.76%
9.1% AWR 38.97% 3.03%
5.9% HP -6.29% 4.03%
8.8% ZURN -9.78% 5.94%
9.3% PM 31.26% 5.06%
7.6% NESN 8.62% 3.31%
5.4% CVX -13.10% 3.93%
6.1% SNH -23.25% 10.10%
6.6% DOV -7.43% 2.26%
8.3% EMR 7.12% 4.75%
8.6% SKT 9.12% 5.46%

NB: The yield only takes into account the dividends received, converted into CHF if necessary, in relation to the purchase price.

Average annual performance (with dividends): 4.72%
Positions held on average 880 days

CSGN is still a stain; I don't really know what to do with it...

SNH's performance is not exactly glorious either but offers nice dividends. According to Jérôme's site (REITs & MLPs strategy), it is a value with good fundamentals.

I am surprised by the relative good performance of my oil stocks.

In my portfolio, MCD turns out to be the number 1 asset of 2015. PM follows right behind.

I created a small index that allows you to rate the different lines (and possibly decide when to add or sell) by taking into account the different parameters of the strategy followed. The values that do best are (in order) PM, AWR, MCD and ROG.
The worst: CSGN (obviously, as it is not a Dividend Grower) and DOV

[DSwissK]

Indeed the site is much faster now!

Thank you for your work.

[DSwissK]

Or is he so greedy that he is never satisfied with what he could get by selling? 😉

[DSwissK]

Sehr interesting, thank you viel mal.

[DSwissK]

TGT sold (at $76.95) with a profit of 39%.

Buying SNH (at $22.22) this week and soon DOV.

[DSwissK]

There is also PM who does a very weird thing every quarter:
$0.0188 per share subject to 30%
0.9212 USD per share not subject

[DSwissK]

Hello team,

I'm taking advantage of this winter day to fill out my tax return (…!) and do a little update of my portfolio.

// The TABLE function no longer exists?! I had to type the HTML code to avoid something too indigestible ^^

% Portfolio	ticker	Performance (without div)	Yield
14.4%	ROG	51.24%	3.96%
5.4%	CSGN	-58.97%	2.33%
9.2%	MCD	1.75%	3.44%
10.8%	AWR	34.21%	2.65%
7.8%	HP	0.10%	3.43%
14.9%	ZURN	24.14%	5.77%
11.9%	TGT	36.54%	2.85%
9.1%	PM	3.81%	5.28%
9.3%	NESN	8.01%	3.64%
7.1%	CVX	-6.85%	3.33%

NB: The yield is calculated in CHF and in relation to the purchase price once the dividends have been received; those of NB: ROG (March) ZURN (April) CSGN (May) and NESN (April) have not yet come in, hence the drop in the effective yield compared to my last summary.

ROG and ZURN: the two "bar pillars" of my portfolio. I still appreciate them as much (see my first post for more info). In addition, by an accounting pirouette, ZURN dividends are not really dividends and are therefore not subject to tax, nice.

MCD is very stable. It is one of the most defensive values in my portfolio. I especially appreciate the "real estate" side of this company (much more than their fries) which solidly cement its value.

AWR is doing very well. A nice performance of 20,53% in the year and – above all – a dividend that is increasing. They say that you should always know what you are investing in. I admit that I know very little about this company.

HP, after an exceptional first year, has quite logically followed the oil curve and is at levels almost identical to those of my purchase (in July 2013). I hesitated for a moment to increase the position but I already have CVX which is bathed in black gold. Here too, a dividend which increases regularly.

TGT, "the lame duck that ultimately doesn't seem so bad" as Jérôme put it, is doing wonderfully and even has the luxury of being the number 1 annual performance in my portfolio (38,24% without div). However, I plan to sell it very soon because I sense a backlash (I explain below).

PM is very similar to MCD: extremely stable price and dividends that are slowly but surely increasing.

CVX is in my opinion a good company bought at the wrong time. Despite the drop (fall?) in the price of oil, I find its performance not so disappointing. In the medium term it should become a good value.

Regarding my choice to sell a Dividend Grower (TGT):
I am a very patient person and I want to follow almost blindly the strategy I choose. However, I still regret (a little) not having sold HP when it was selling at $110 this summer. Even if it means buying it back when/if I find that its price is undervalued again. I will therefore slightly modify my criteria for selling a position.

Before it was:
if ($Position == Dividend Grower) {
KEEP $Position;
} else {
SELL $Position;
}

Now, a position will be potentially “sellable” if its performance (without dividends) reaches more than 30% and its annual performance exceeds 20% (currently, AWR and TGT are “sellable”).

Without changing my mindset (I still want to only have "Dividend Growers" in my portfolio), I am leaving myself an opening for a strategy based on a shorter term and taking advantage of harvesting the fruits if they really become tasty.

For the future, I have some cash and I want to invest in 2-3 new lines. The Swiss mini-crash opens up opportunities. Any ideas/suggestions? (I know the site is full of them but it's always nice to read some opinions from people on this forum)

[DSwissK]

1982

[DSwissK]

Thank you Jean Louis for these two very interesting graphs which confirm Jérôme's comments. I think I will actually take a few shares of CVX.

[DSwissK]

Hello team,

Small update of my portfolio.

% Portfolio	ticker	Performance (without div)	Yield
16.8%	ROG	57.89%	4.76%
8.1%	CSGN	-45.41%	2.5%
10.1%	MCD	0.8%	3.65%
9.3%	AWR	3.19%	2.98%
12.5%	HP	43.71%	3.53%
14.2%	ZURN	5.61% (13.30%)	0% (8.67%)
10%	TGT	2.29%	N / A
9.6%	PM	-1.49%	N / A
9.6%	NESN	-0.38%	N / A

NB: The yield is calculated in CHF and in relation to the purchase price; only CSGN (which is not part of the Dividend Growers strategy) lowered it during the observed period.

I sold ZURN and then bought it back a little cheaper (to change providers without unnecessary costs and at the same time increase its share). Compared to this transaction, the value in parentheses indicates the performance and yield in relation to my initial purchase.

I finally managed – with a lot of patience – to sell FTR with +/- 0% loss (taking into account dividends of course).

ASCN was sold with 4.5% of gain (11% taking into account the divs) because it did not meet the "Dividend Grower" criteria that I want all the lines in my portfolio to adhere to. (I'm still waiting for the day when CSGN will show some encouraging signs.... Especially since it is now the only value that is with the provider that I would like to free myself from)

In the news since July 2013 (and with all the reservations that one can have about a short-term analysis of a long-term strategy), HP turns out to be an excellent choice. AWR holds up well (note, I would not expect less for a Dividend Champion).

I recently added TGT, Dividen Champion of course, which "let" its customers' personal data (including credit cards) be hacked, which drastically caused its share price to fall. Let's take advantage!

 

I've been wanting NESN for a long time. It took until the last drop in mid-March for my buy-in value to be reached.

 

I still have some cash left and I am now hesitating between T and CVX which are two solid Dividend Growers rather undervalued at the moment (in fact the two best values according to a strategy similar to that of Jérôme's site: http://www.scottsinvestments.com/2014/03/06/march-high-yield-dividend-champion-portfolio/). But I already have HP related to oil and, despite the juicy dividends from telecoms, I really don't want to repeat an FTR-like experience with T… Any opinions?

[DSwissK]

swx said
Hello, I have a question:

– Constellium: this is a company that emerged from several others specializing in uranium processing:

– Dedicates a significant budget to research: self-packaging aeronautics - production sites in several countries –

US price 22 – Euro 14.50 – Turnover around 3.6 billion –

Title analysis, virtually none  

 

Aluminum not uranium… 

[Author]

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