So first off, let me say thank you to all the people commenting on my own small space on the big interweb. It amazes me that in the past year I’ve (virtually) met people from all over the world who share a common goal. To create a better life for themselves and their loved ones.
As some of you have already seen on other blogs I frequent, I’ve made not one, not two but no less then three buys this month! Next to my regular monthly contributions of €500,- I received a bonus from my employer. Part of the perks of my new job since last September was an annual bonus from the company. Unfortunately I didn’t get the complete bonus since when the year ended I had only been at the company for 4 months, but still it gave me an additional €700,- to spend on behalf to my portfolio.
So I decided to put my money to work and made the following buys:
On 02/05/2018 I added 12 shares of Unilever @ €46,47.
| |
Unilever |
| P/E (<20) |
21,71 (slightly higher then I normally want) |
| Yield (>2%) |
3,32% |
| Payout Ratio (<75%) |
64.91% |
| Increases (>= 5 year) |
2 years (varied through the years) |
| 5-year DGR (>5%) |
Fluctuated a lot |
| EPS (>0) |
1,55 |
| Valuation (<=10% > 52wk low) |
10,78% |
As you can see the financials are not as optimal as I want them to be, but since it’s a Dutch-British company it balanced my portfolio better against my majority of US stocks. With the ex-dividend date a day later it also allowed me to snag their dividens three times this year. Lastly we have and use a lot (!) of their products. Think shampoo, conditioner, soap, creme and ofcourse everyone’s favourite (except my wife’s) PEANUTBUTTER! 🙂
My second buy happened a day later when I saw a dividend aristocrat hit their 52-week lows and boy I wasn’t the only one who noticed.
I added 5 shares of this world famous company @ $97.
| |
Pepsico |
| P/E (<20) |
28,61 (higher then I normally want) |
| Yield (>2%) |
3,82% |
| Payout Ratio (<75%) |
65,2% |
| Increases (>= 5 year) |
Aristocrat: 45 years |
| 5-year DGR (>5%) |
8,7% |
| EPS (>0) |
$3,39 |
| Valuation (<=10% > 52wk low) |
1,10% |
And on the same day I splurged some more and added to an existing postion.
Since the price dropped a lot since I added to my existing postion last november and is even further removed from the price when I initiated ($41,75 :() in this titan of industry, But with the yield spilling over the 6% mark, I added another 10 shares @ $31,90.
So with all three above purchases AND a 4% dividend increase from IBM my 12-month forward income rises from $298,04 to $345,31. So I didn’t just cross the $300 mark but I’m already halfway to the $400 mark!
The snowball is rolling ladies and gentleman!
