Investing

These are my buys for Q3 2021

Ah yes, it’s time to share with you what I have been up to on this crazy journey called dividend growth investing. In my previous buys I had a strong focus on European stocks to balance my portfolio a bit more between US and non-US stocks since I’m pretty overweight on US stocks.

This quarter I kept that up but also added on my US positions, initiated new positions and for the first time ever sold a stock. Wondering which one? Here are my transactions:

Let’s break it down shall we:

Koninklijke Phillips (AMS:PHIA, new position): Philips leverages advanced technology and deep clinical and consumer insights to deliver integrated solutions. The company is a leader in diagnostic imaging, image-guided therapy, patient monitoring and health informatics, as well as in consumer health and home care.

I made multiple buys to a total of 52 shares with about 2% yield. Reason: More exposure to the the EU stock market, reasonable fundamentals and a company who is slowly transitioning to a full technology/medical giant (like Medtronic).

ASR Nederland (AMS:ASR, new position): ASR Nederland N.V. is one of the largest insurance companies in the Netherlands. The Company offers a wide range of financial products such as corporate and individual pensions and life, health, travel and leisure and funeral insurance. In addition, ASR Nederland offers savings and investment banking products and actively invest in property management and development.

I initiated a sizeable position of 50 shares in 1 go, right on time to snag that nice biannual dividend of 5,5%. Reason: More exposure to the the EU stock market, fine fundamentals and a company who actively manages their own investments by not investing in weapons AND having a solid company policy around this (the only one according to this investigation).

Verizon Communications (NYSE:VZ, new position): Verizon Communications Inc. was formed on June 30, 2000 and is celebrating its 20th year as one of the world’s leading providers of technology, communications, information and entertainment products and services. The company offers voice, data and video services and solutions on its award-winning networks and platforms, delivering on customers’ demand for mobility, reliable network connectivity, security and control.

I initiated a position with 21 shares with a 4,8% yield intent on expanding my position later. Reason: Alternative for AT&T which I am considering selling, nice fundamentals and banking big on the 5G / IOT.

Western Union (NYSE:WU, new position): The Western Union Company is a provider of money movement and payment services. The Company’s segments include Consumer-to-Consumer and Business Solutions. The Consumer-to-Consumer operating segment facilitates money transfers that are sent from retail agent locations worldwide or through Websites and mobile devices, including digital money transfer services. Its money transfer service is provided through one interconnected global network and these services are available for international cross-border transfers and, in certain countries, intra-country transfers. The Business Solutions segment facilitates payment and foreign exchange solutions, primarily cross-border, cross-currency transactions, for small and medium-sized enterprises, and other organizations and individuals.

I initiated a position of 50 shares with a yield of 4.5%. Reason: Diversification of my portfolio, nice fundamentals and with the world globalisation increasing there is a place for companies like this. They are aware of the possible risk crypto poses for their business and are working on it.

Pinnacle West Capital (NYSE: PNW, new position): Pinnacle West Capital Corporation is a holding company that operates through its subsidiaries. The Company operates through regulated electricity segment, which consists of traditional regulated retail and wholesale electricity businesses and related activities, and includes electricity generation, transmission and distribution. It owned and leased 6,236 megawatt (MW) of regulated generation capacity and the Company held a mix of both long-term and short-term purchased power agreements for additional capacity, including agreements for the purchase of renewable energy, as of December 31, 2016. Its subsidiaries include Arizona Public Service Company, which is a vertically-integrated electric utility that provides retail or wholesale electric service to the State of Arizona, with the exceptions of about one-half of the Phoenix metropolitan area, the Tucson metropolitan area and Mohave County in northwestern Arizona.

I initiated a postion with 18 shares with a 4,9% yield. Reason: Replacement for my PPL shares, I sold my full position. Better fundamentals and safer dividend score.

On top of these new positions I expanded my current holdings in Wallgreens Boots Alliance, Intel Corporation and Legget & Platt with a nice amount of shares.

All in all, I’m pretty happy with my transactions of the past quarter and the results show in my projected dividend income for the coming year. It now stands at €1930,- post-tax, I’m really closing in on the €2000 mark which (for me) is a significant milestone to reach!

Did you make any transactions last quarter?

9 thoughts on “These are my buys for Q3 2021

  1. Mooie aankopen en passen prima in mijn straatje 🙂

    Maar gezien jouw leeftijd van 7% en huidig dividend >2,5%) om gebruik makend van de tijd de sneeuwbal de laatste jaren voor de ‘dag’ echt van de heuvel te laten denderen.

    Een mix is altijd goed, maar je belegt (als je het mij vraagt ) nu te veel in aandelen die horen bij de leeftijdscategorie van 50+ met een beleggingshorizon van max 15 jaar.

    Een mix met je huidige aankopen is er dan een van nu dividend ontvangen om te investeren in de groeiers.

    Maar goed, ik ben ook geen beleggingsadviseur en zie het dan ook niet als advies.

    Liked by 1 person

    1. Hoi DB, bedankt voor je interessante comment. Ik volg je echter niet helemaal.

      Bedoel je dat er meer aankopen gedaan zouden moeten worden met een huidig laag rendement maar wel grotere dividend groei percentages?

      Kan je eens wat voorbeelden geven in de huidige markt?

      En geen zorgen ik zal het zeker niet zien als beleggingsadvies, maar vooral als een kans om weer wat te leren.

      Like

      1. Ja hoor dat kan ik wel hoor. 👍

        Dat zijn aandelen als adp, microsoft, visa, etc.. ( nu te laag dividend en overgewaardeerd, maar gaat om het idee). Maar ook Lowe, Avgo. Een leeftijdsgenoot van je die deze slag aan het maken is, is DKK.

        Wat minder dividendgroei maar iets hoger startdividend zijn, abbv, lmt, bmy, jpm etc..

        De truc is om je doel over x jaar in excel te zetten en dan terug te rekenen hoeveel inleg.En cagr je nodig hebt ( dividend + waardeontwikkeling). Teveel beleggers doen maar wat met etf’s en volgen de markt. Terwijl ik er juist steeds meer achter kom, dat je je target moet weten om te bepalen wat daar bjj past.

        Een aanrader is fastgraphs op youtube te bekijken om ideeën te krijgen voor groeiaandelen, dividendgroei en dividendaandelen.

        Simpele regel: hoe meer tijd me nog hebt hoe hoger percentage groei en dividendgroeiaandelen.

        Maar ook ben jaarlijks aan het bijslijpen, maar heb wel mijn doel van 12.000 dividend geformuleerd en bepaald wat voor dividendgroei en inleg daar jaarlijks bij hoort.

        Maar is alleen een denkrichting hoor, je bent prima bezig👍

        Liked by 1 person

  2. Nice buys this month mr Robot. You put quite some money to work there. I also bought VZ lately.

    I think everyone should chose their own strategy and not follow others too much. Do what works best for you.

    Liked by 1 person

    1. I wish these buys were from a month, but its from the previous quarter 🙂

      I agree everyone should have their own strategie but that also shouldn’t stop someone from learning from others. I hope DividendBelegger expands on his previous comment.

      Like

  3. Even nog als reactie op Dividendbelegger:

    Bedankt voor je inkijk! Ik ha mezelf in het begin ook voorgenomen om een mix te maken van laag yield/ hoge dividend groei en hoge yield met wat lagere dividend groei.

    Als ik objectief kijk naar mijn portfolio dan is deze wat over gebalanceerd naar de hogere huidige yield kant. Dus ik kan zeker wat met je opmerkingen. ADP is bijvoorbeeld een aandeel die ik gelukkig al heb, maar bedrijven als Visa/Microsoft zijn zeker bedrijven die ik wel eens op het oog heb maar vanwege de huidige waarderingen toch dan weer niet aankoop. Uiteindelijk blijven ze dan alsnog stijgen en had ik ze beter wel kunnen kopen maar dat terzijde.

    Dit zijn nou precies de discussies, eye openers en leermomenten waardoor ik bloggen echt leuk vind, dus dank daarvoor!

    Like

  4. Nice buys, mr. Robot!

    You seem to have pulled the triggers on great moments based on a valuation point of view.
    Philips is getting hammered this year, but long term I think it is a great investment. Let’s hope the recent issues in the US will not turn into a Bayer scenario.

    Like

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