Financial Health analysis of my top 10 holdings | Is my portfolio safe?

I don’t know about you, but the market feels really crazy right now. Indices around the world keep breaking new records while the pandemic is still around us.

We also know that a lot of these all time highs are driven by overheated printers from our central banks.

And to be honest, my portfolio does really well this year as a result with an increase of more than 20% year-to-date.

But I actually contribute that more to share price growth which has been outpacing earnings growth.

In my opinion this is not a good sign, because my portfolio is only getting more overvalued as a result of it.

That’s why I started wondering if I actually learnt from the last stock market crash when the pandemic started in 2020?

I had several dividend cuts back then (i.e. Disney and Royal Dutch Shell) and it was also clear that I was poorly diversified.

On top of that I had several top 10 companies which where already struggling with their financial health leading into the stock market crash.

This is the reason why I decided to do my portfolio analysis and share it with you in my latest episode of Sunday with eDGI.

So tune-in and learn if my top 10 portfolio holdings are showing good financial health in case a stock market crash would happen tomorrow (spoiler alert: this is not entirely the case).

See you on the inside!

Don’t forget to like the video & subscribe to the channel . It helps the algorithm and allows me to grow as a channel 🙏

Chapters:

  • 00:00 – Introduction
  • 00:38 – Stock market craziness
  • 03:39 – Dividend Stock Portfolio metrics
  • 05:38 – Solvency metrics explained (debt/equity, interest coverage, debt/capital, solvency, credit ratings)
  • 10:12 – My top 10 dividend portfolio holdings
  • 12:52 – Financial health scores of top 10 dividend stocks
  • 20:08 – Ahold Delhaize compared to industry peers
  • 23:50 – AbbVie strategy to deleverage and bring down debt

Yours Truly,

European Dividend Growth Investor



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European DGI

I am European DGI and it's my desire to retire early via Dividend Growth Investing as a passive income stream. This is not easy and especially when living in Europe. That's why I started this blog because I truly believe we can learn a lot from each other by sharing our journeys!
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