Below you will find a full overview of my full portfolio 💪. I call this my freedom fund, because that’s exactly what I am aiming to achieve: freedom🌱.
Be also aware that I am in accumulation mode and the current allocation in my portfolio doesn’t reflect my future desired state. Therefore I might have some small positions in stocks that I definitely like to grow once the opportunity arises (i.e. $PEP).
Just have a look at my allocation strategy in case you are curious about what my desired portfolio looks like.
Without further ado, hereby my portfolio:
PS: It might be that this portfolio hasn’t yet reflected all my latest purchases. I intend to update it monthly.
Mooie portefeuille. Vooral je aandeel tech aandelen had ik ook wel willen hebben 🙂
Zelf zou ik belang in Olie gaan afbouwen, zeker nu RDS het dividend heeft gekort. Zou ze ook niet als dividendgroei bestempelen omdat het dividend al jaren niet groeit.
wordt overigens wel weer tijd voor een update.
gr
Dividendbelegger
Thanks for stopping by! You’re right, i should’ve bought much more MSFT at the time when it was 4% USD. T.a.v. Shell, zie hier mijn gedachten: https://europeandgi.com/2020/05/02/dividend-cut-royal-dutch-shell-what-to-do-now/ In plaats van af te bouwen heb ik besloten om mijn doel allocatie te verminderen. In praktijk betekent het dat ik niet zo veel meer zal kopen in de toekomst. Ik ben nog steeds in het begin van de opbouw van mijn portfolio, dus over tijd zal het percentage olie in mijn portfolio steeds kleiner worden. Je hebt gelijk, technisch gezien is Shell niet meer een groeiaandeel! PS: ik heb net de portfolio… Read more »
Hi, I noticed that the update was last on 10/26/2020. Have you decided not to show your investment portfolio again? Thanks.
Hi Karbofos.
Nope, it’s just that it requires me to manually update it. Thanks for the reminder, it’s now up-to-date again 🙂
Hi, I am new to investing, and first of all, thanks for all the info you provide on your site. It is very helpful. I have seen and studied your Europen Nobel 30 portfolio and it is very interesting, also I am using Trading 212, so copying everything in a pie was great. Please tell me, I can see your personal freedom portfolio which is pretty big, consist of many US stocks, do you also invest in Nobel 30, and if it is not a secret, how much did you invest in freedom and Nobel 300 portfolio so far? I… Read more »
Hi Marko, First of all: congrats on starting the journey! It must be very exciting, but at the same time I can understand that you have many of such questions as well. Let me try answer some of those: 1. Yes, I invest in the Noble 30 pie. I invest automatically 1000 PLN on a monthly basis (~230 Euro depending on the exchange rate). I have done this for 4 months now. Good point, I should add that to the Freedom Fund gSheet. 2. Should you invest in US Stocks? Firstly I would like to tell you that I’m not… Read more »
very nice portfolio! I am on my way to building something similar, currently have around 20 positions on single stocks combining growth and dividends. As I am a bit insecure sometimes, I try to “cover” myself also with some ETFs.
How would you rate moat stocks such as Games Workshop? it provides currency diversification, dividend and absolute dominance within its field combining both customer loyalty (or even worship) plus stay at home in times of covid.
Regards and congrats for the website and the podcast, they’re really cool!
Unfortunately I have not looked into Games Workshop before, but I can see why you like it. That’s a business that must have indeed a very loyal customer base! Usually a company with a wide-moat are companies to consider. I would definitely check their balance sheet and their valuation multiples to also ensure that you’re buying an excellent business at a fair price.
Thank for your kind words, it motivates 👍
Ik ben hier al een tijd niet meer geweest, maar ik meen me te herinneren dat je ooit je portfolio zo wilde inrichten, dat je ieder kwartaal een gelijke hoeveelheid dividend zou ontvangen. Is je dat gelukt?
Hi Dan, daar ben ik nog steeds mee bezig want ik zit in de groei fase. Over het algemeen kan ik zeggen dat ik veel meer in kwartaal 2 ontvang vanwege de dividenden uit Europese aandelen.
M.a.w.: dat is mij dus nog niet gelukt 😉
Hi! Thank you for an interesting site. I have the same investing strategy as you do, however I am now currently only invested in Norwegian dividend growth companies. My plan is to invest more in European stocks as the oil price hopefully will recover, and the Norwegian Krone is stronger against the Euro again. If I were you, having Euro as my income currency, I would strongly reccomend looking at Norwegian stocks now, as the are on a cheap due to the currency exchange. Take a look at the local savings banks, between 5-10% dividend yield each year, and also… Read more »
Hi Alexander, thank you for mentioning that. That’s a good hint. I will have a look into it 👍
Hi,
Many thanks for sharing your experience and valuable information. I read your investment strategy and would like to ask whether you do DCF analysis to each stock to invest or not? How do you decide the intrinsic value?
In terms of re-investing dividends, do you re-invest in the same company regardless of the price? Or do you pick the best option to invest at that time?
As I understood you do not apply 4% cash out (FIRE strategy) at this point?
Many thanks in advance!
Best,
Dogan
Hi Dogan, Thank you for your kind words 🙏 I indeed assess most companies via a Discounted Cash Flow calculation. Hence, that determines my fair value estimate. Calculating a Net Present Value based on Discounted Cash Flow comes with it’s flaws (impact of variables), I do find it the most accurate way of assessing an intrinsic value. I don’t reinvest directly everything into the same company. Most of the times I just add the funds to a new stock which I’m buying. However, on some stocks I do it. It’s really a preference and I might not always apply it… Read more »
Hoi EDGI!
Mooi om dit proces zo te volgen. Zelf heb ik een aanzienlijke portfolio in P2P lending (Mintos) wat ik wil afbouwen, omdat ik het niet helemaal vertrouw. Dit geld wil ik gaan gebruiken om ook te gaan beleggen in Dividend groeiers.
Mijn vraag is, hoe zorg jij ervoor dat je zo weinig mogelijk belasting betaald in Nederland op je dividend? Ben 28 jaar, dus heb nog een lange weg te gaan en zou dit het liefst zo belasting technisch voordelig mogelijk willen doen.
Succes met je journey, haal veel inspiratie uit je portfolio! 🙂
Interesting portfolio (great companies, some overpriced in my opinion…) and great work you do and share to all. Keep informing all with your analyses and point of views. Thanks!
Thank you Rui! Indeed, my portfolio grew quicker in price than in value. I wouldn’t invest in many of them at current prices.
Hi, I see you dont invest much in banks. You dont like sector or is there any other reason? Also great dividend growth company is GRMN, I am wainting for some correction to ad this one to my portfolio.
Good luck.
Hi Josef,
Indeed, I don’t like banks. They are too regulated for me and they are often forbidden to pay a dividend during a crisis. This happened again last year and that’s why I’m staying away from banks.
Mooie portefeuille. Ik ga je blog lezen vanaf Start Here! Al even rondgesnopen, duidelijke uitleg en mooie lay-out. Ik ben beginner, maar een schat aan kennis hier. En ook op basis van ervaringen. Dat is beter te begrijpen dan alleen theorie.
Is er een mogelijkheid om bovenstaand overzicht beschikbaar te stellen om mijn aanstaande portefeuille in bij te houden? Ik heb ook je Dividen Portfolio gekopieerd, maar heb daar wat uitleg bij nodig. Kan ik dat ergens vinden?
Dank voor je interessante inzichten. Had je Allianz onlangs niet toegevoegd aan je portefeuille of vergis ik mij. Ik overweeg ook om hierin een positie te nemen, maar lees me eerst nog wat verder in.