Portfolio Update March

Another month has passed on my dividend income journey and I want to give you a short update on my portfolio in March 2017. Currently the portfolio has already reached a size of 48 654.46 EUR. The portfolio contains of 31 companies and one ETF so far.

Investments

In March I added the following ETF to my portfolio:

  • iShares EURO STOXX Select Dividend 30: 140 Units at a price of 20.77 EUR

This investment will now add about 133 EUR to my annual dividend income. Furthermore I am also very happy that I now finally have an ETF in my portfolio. As I already planned it a long time ago. Currently it is also my largest position in my portfolio followed by Target.

Overview Portfolio

Portfolio032017

I also calculated my overall performance of my portfolio for the last 12 months, including dividends after tax and of course considering the investments. For the dividend investor the performance is not so important but it is still nice to see that you are not doing so bad :).  Compared February the performance of my portfolio was not so good after  all.

Perf032017

The detailed positions of my portfolio can be found here.

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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5 Comments

  1. While it is perhaps disappointing to see a decline in overall performance, for dividend growth investors the real performance measure is dividend income. As long as the stocks you own continue to pay and increase dividends, you’ll do fine. All the best and keep up the good work!

    • Hi, thanks for your comment. Yes you are of course right. The performance is just a nice to have as a dividend investor.

  2. As FerdiS mentioned above, being a dividend growth investor really means that you should be focused mostly on increasing your passive income stream every year. Portfolio values will always go up and down but you should strive for dividend income to only go up!

    • Hi Divhut,

      dividend income is of course the main focus, but nevertheless I also want to have an eye on my performance. As I said it is just a nice to have.

  3. I can only second the comments made above. We are sometimes called “lazy investors” by those who enjoy speculating and day-trading – but they fail to see that our focus remains on passive income.
    One question concerning your recent purchase of an ETF (and a very good one, I must say). I suppose you researched the fees (bankdirekt.at) and yearly taxes that are due on that? Could you share some of your wisdom with a fellow investor in Austria? (also by email if you prefer)

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