Portfolio Update June 2019

Now as it is already June 2019 I want to give you a quick update of my independence fund. Currently the portfolio has reached a size of 73 828.99 EUR or  83 304.72 USD. The portfolio contains of 34 companies and four ETF’s so far.

May and June were some typical months of making additional investments, so I decided to increase my positions of the following companies:

  • 80 shares of Uniqa Insurance
  • 22 shares of Valero Corp.
  • 25 shares of LyondellBasell Industries NV

Especially about Valero Corp. I am very happy that I could finally add that company to my fund. About LyondellBasell Industries NV, I honestly discovered themby the dividenddiplomats and I was as well very convinced about that company. So initiated a first position. Thanks Lanny ;-)…

Overview Portfolio

Sector Diversification

Coming to my sector diversification, well the main part of portfolio consists of ETF’s, which is significant change compared to the last year. My highest single sector is Beverage and Food which is not such surprise as it more or less similar to other Dividend Investors.

Dividend Income

Currently my full year dividend income is 2 490.75 EUR or 2 818.28 USD. My next goal is to cross the 2 600 EUR mark, as the 2 500 EUR mark is just a matter of days, but more about this later this week. 2 600 EUR would mean an average of 216.67 EUR per month, which would be another milestone for me. In total my goal is to reach a projected dividend of 2 750 EUR until the end of the year.

How was your development of the portfolio or any other thoughts about my portfolio?

Disclosure: I do not recommend any decision to the reader or any user, please consult your own research. Thank you for your understanding!



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