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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Disclaimer

I’m not a certified financial planner/advisor nor a certified financial analyst nor an economist nor a CPA nor an accountant nor a lawyer. I’m not a finance professional through formal education. I’m a person who believes and takes pride in a sense of freedom, satisfaction, fulfillment and empowerment that I get from being financially competent and being conscious managing my personal money. The contents on this blog are for informational and entertainment purposes only and does not constitute financial, accounting, or legal advice. I can’t promise that the information shared on my blog is appropriate for you or anyone else. By reading this blog, you agree to hold me harmless from any ramifications, financial or otherwise, that occur to you as a result of acting on information provided on this blog.

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European DGI

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 and share my journey: to give you a European perspective.
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Kit
Kit
1 month ago

Great video. I could not find the link u mention at rhe end. Can you please share it here?

Kit
Kit
Reply to  European DGI
1 month ago

Yes, I meant it, but I found it in the youtube page. I could not see it here. Thanks

Kit
Kit
30 days ago

Hello EDGI,
I have been trying to make the same exercise. I started easy from he debt to equity ratio. I used RDSB balance sheet from TIKR to calculate it and considered the most recent balance sheet (30/06/2021). I could not understand how you could get a ration of 52%. Given for granted that you used the total equity (171,243 USD), what balance sheets items did you use to calculate the LTD? I am trying to make my own calculations and if you could answer it would be really helpful.