⭐ 𝐒𝐈𝐌𝐏𝐋𝐘 𝐒𝐀𝐅𝐄 𝐃𝐈𝐕𝐈𝐃𝐄𝐍𝐃𝐒 𝐈𝐍𝐂𝐎𝐌𝐄 ⭐
🎯 First half of June performance since Inception on IBRK 🎯
𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗥𝗲𝗽𝗼𝗿𝘁> 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀
Note : this is not an investment advice
📌 Knowing what we got into is good, having a vision of where we are going is better 😉
✔️ So I share with you in fully tranparency the current results of my personal portfolio, that is the same except for 4 stocks, which I requested from eToro.
✔️ They just added one of these 4 stocks a few days ago: BIP (Brookfield Infrastructure Partners LP)
💡 I did a full review here if it interest you:
📌 On IBRK, the strategy is the same, used since 2014, simple and effective.
🎯 Data on june 11:
Yield on Cost: 𝟰.𝟭𝟯%
Total Gain (Latent Capital Gain): 𝟰𝟭.𝟴%
Dividend Growth: 𝟵.𝟵% per year last 5 years (including dividend reinvestment: + 3% boost)
💡 9.9%, it's just the dividends. The Latent Capital Gain, it's the icing on the cake 😉
✔️ You will find attached a mini report
And the full report here➡️
💡 You will see that there are two stocks in the red. They were selected primarily for their Max Income, not for the increase in unrealized capital gain.
💡 I also added for you on dropbox a projection made in April 2021 asked by other smart investors of @Dividends_Income team, with 25K of initial injection, and 1.7k of monthly allowance.
➡️ You get $ 799 the first year, not counting the monthly stipends, following DCA strategy, optimized for this strategy.
𝗗𝗖𝗔? Right here ➡️
📌 𝗢𝗻𝗲 𝗺𝗶𝗻𝘂𝘁𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻: 𝘁𝗵𝗲 𝗬𝗶𝗲𝗹𝗱 𝗢𝗻 𝗖𝗼𝘀𝘁, what is that ?
Yield on Cost is very interesting, much more representative, and much more stable than Dividend Yield (that change every day)
✔️ It represents the ratio of dividends paid to what you paid for the security. The cost is fixed and therefore the ratio is fixed too, as long as the dividend does not change.
But if dividends increase over time, so does the YOC.
Obviously, if the dividend is reduced or eliminated, the YOC decreases.
✔️ In addition to being stable, the income from increasing returns can be very important in the long run. (We think of Warren Buffet and his Stock KO (Coca-Cola))
If this story does not speak to you, you can watch the first minute of this video:
✔️ The yield on cost shows you how much money your investment is making, no matter what in the market.
In short, you will have understood it, it is this indicator which is doomed to increase over time, naturally month after month, then finally will offer income having an exponential growth after a certain number of years, this of smoothed monthly.
𝗟𝗼𝗻𝗴 𝘁𝗲𝗿𝗺 𝗺𝗶𝗻𝗱𝘀𝗲𝘁, 𝗿𝗲𝗮𝗹 𝗹𝗼𝗻𝗴 𝘁𝗲𝗿𝗺
🎯 Ok, so here we are in a dividend strategy, long term (real long term) where dividend security is one of the key factors.
✔️ We are looking for dividend security, in extremely solid companies, because we are on a long-term investment, we want to be sure that the company in which we invest today, still exists in 20 years, 30 years, 50 years old while continuing to thrive, year after year
✔️ The icing on the cake, about 10% more latent gains per year over the long term, including crises.
💡𝗦𝘁𝗲𝗲𝘃𝗲, 𝗶𝘁'𝘀 𝟰𝟭.𝟴% 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝗻 𝟳 𝘆𝗲𝗮𝗿𝘀, 𝗻𝗼𝘁 𝟳𝟬%? 𝗔𝗿𝗲 𝘆𝗼𝘂 𝘀𝗲𝗹𝗹𝗶𝗻𝗴 𝘂𝘀 𝗱𝗿𝗲𝗮𝗺𝘀?
Absolutely not, I am not selling dreams 😅, nor to be a millionaire in 3 weeks, as we are shown on instagram, like ferrari lamborghini and company without doing anything (Oh yes, buy what they sell), Bullshit. (Yes @asoenn, that sentence one too I stole it from Darwin 😉)
✔️ I am simply sharing what works, with patience. Remember, it's 10% on average per year, over the long term, the real long term, 7 years is the medium term.
✔️We also want to do things well, so I optimize the strategy by smoothing the dividend income per month, so that it ultimately looks like a real, regular salary.
That, is the @Dividends_Income strategy, "good father family" 😉
Simply 𝗦𝗮𝗳𝗲 Dividends 𝗜𝗻𝗰𝗼𝗺𝗲
🌴 Ah, last thing
The eToro notification of our results in half June did not work for every one, here is again the link:
🌴 Like my seriousness?
Make me happy, smash me that blue thumb, it's my only indicator that shows the relevance of what I'm producing 💪
In the meantime, excellent day for the whole team, surpass yourself💪
𝗦𝗶𝗺𝗽𝗹𝘆, Safe 𝗗𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 Income
𝗜𝗻𝘃𝗲𝘀𝘁 𝗦𝗺𝗮𝗿𝘁 .𝗟𝗶𝘃𝗲 𝗕𝗲𝘁𝘁𝗲𝗿
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