Sunday, September 3, 2017

Summary of August 2017


Summary of August 2017

After two tough months of not being able to save anything we are now back on track again and the value on the bank account keep rising. I am still reluctant to buy stocks even though this latest drop is an excellent moment to push in more money. Part of it is because I want to buy H&M shares but I am unable to do so here in the UK. I could buy it in Germany, because there you can practically buy anything, but I know that I need the money new emissions of shares that I want to get hold of and due to the poor value of the GBP I additionally do not want to transfer money to my German broker account at this moment.

I therefore feel a bit stuck between a rock and a hard place and I should ideally buy UK shares at this moment in time. Let us see... BP is again down so it is not a bad moment to buy more of BP but I have to think about how invested I want to be in oil companies going forward. Right now I have around 9k € in oil related companies and that is already quite a lot of money.

To own British and American stocks have not been good during the month of August. Both the pound and the dollar is dropping heavily which has added on top of the already insecure situation due to North Korea / Trump and Brexit.

Companies will however continue to make profits which means that these are always good moments to buy shares. So go out and buy!

For the previous summary please visit Summary of July 2017 and here you can see my stock portfolio as it is.

Invested versus Current August 2017

The total invested value is now up at: 89,217 € including a realised loss of -551 €.

Current investment August 2017

The value of the portfolio is today: 96,084 € and spread out I now have around 7,500 € in cash on the different accounts. The combined gain is now at: 6,869 € (8%) which is not as good as one would have liked.

Me versus DAX August 2017

DAX have ended up having a good run and is now up at 12,143 points which means an decrease of -0.3% which should be compared to my own stock portfolio that decreased with -1.7%.

Conclusion: DAX did well due to many reasons in August. The only big crash that I am hoping will happen is MüRe due to the damages in the USA. I am surprised that they have not yet published any statement concerning it but I guess that is because they still do not know how much it will knock them back.

Saturday, September 2, 2017

Dividends from Deere, Cez, TJX, Intel, ETF Russia and ETF Portugal: August 2017


Logo of Deere 2017

For my 30 shares in Deere I received a total of 15.20 € in dividends. From this was taken 2.28 € in taxes and I was left with 12.92 € as cash on my broker account.

To find out more about Deere then please click here.


Logo of Cez 2017


For my 100 shares in Cez I received a dividend of 124.41 € but from this was taken 43.54 € in taxes and I was left with 80.87 € in cash on my broker account.

To find out more about Cez then please click here.
Logo of TJX 2017
For my 32 shares in TJX I received a total dividend payment of 8.41 € from which was taken 1.26 € in taxes and I was left with 7.15 € on my broker account.

To find out more about TJX then please click here.


Logo of Intel 2017


For my 135 shares in Intel I received a total of 30.80 € in dividends from which was taken 4.62 € in taxes and I received 26.18 € as cash on my broker account.

To find out more about Intel then please click here.


Logo of HSBC 2017


For my 270 parts in ETF Russia I received a total of 22.83 € in dividends that were directly paid out as cash on my broker account.

To find out more about ETF Russia then please click here.


Logo of Commerzbank 2017


For my 740 parts in ETF Portugal I received a total of 154.44 € i dividends that were directly paid out as cash to my broker account.

To find out more about ETF Portugal then please click here.

To see my total dividend flow then please visit the Stock Dividends page that will soon be updated. 

Wednesday, August 2, 2017

Summary of July 2017


Summary of July 2017

The strange situation continues at work which means that I have started to look around for a new job somewhere in Europe and in countries that will remain within Europe. Last time it took me a bit over a year to find a new job and the fact that the pound is down by -20% is helping me in this decision. Additional help comes from that I am getting more and more non function related assignments that are currently costing me so much time that I am not able to lead my team in a, to me, acceptable way.

My stocks seems to have been a bit more defensive than DAX during these two last months which I like to see but two months is nothing considering how long the race is so there is no reason to jump up and down out of joy.

For the previous summary please visit Summary of June 2017 and here you can see my stock portfolio as it is.

Invested versus current value July 2017

The total invested value is now up at: 89,217 € including a realised loss of -551 €.


Current portfolio July 2017

The value of the portfolio is today: 97,628 € and spread out I now have around 6,800 € in cash on the different accounts. The combined gain is now at: 8,411 € (9%) which is not as good as one would have liked.

Me vs DAX July 2017

DAX have ended up having a good run and is now up at 12,181 points which means an decrease of -2.4% which should be compared to my own stock portfolio that decreased with only -0.1%.

Conclusion: Second month in a row of me beating DAX. Great if it continue but I doubt that it will.

Saturday, July 29, 2017

Dividends from Nike, ABF and Enel: July 2017


Logo of Nike 2017

For my 40 shares in Nike I received a total of 6.34 € and from this was taken 0.95 € in taxes and I was left with 5.39 € as cash on my broker account.

To find out more about Nike then please click here.


Logo for ABF 2017

For my 177 shares in ABF I received a total of 22.66 € and all of it was paid out as cash on my broker account.

To find out more about ABF then please click here.


Logo of Enel 2017


For my 450 shares in Enel I received in total a value of 40.5 € and from this was taken 10.53 € in taxes and I was left with 29.97 € in cash on my broker account.

To find out more about Enel then please click here.

To see my total dividend flow then please visit the Stock Dividends page that will soon be updated. 

Monday, July 3, 2017

Summary of June 2017


Summary of June 2017


During the month of June my summer vacation arrived and passed. I managed to see family and some friends which I appreciate a lot and I managed to improve my summer house by sorting out some things that needed immediate attention. There will always be things left but I hope that the older my brothers children will be the more he will be able to do with the house with, hopefully, the assistance of my father.

June was a roller coaster in terms of portfolio valuation. It went up very strongly and I was even over 100k € in valuation for a couple of days before it dropped like a stone again.

At work the situation is strange at the moment. People are getting fired or are leaving in our most important business unit. It seems as if things are not running correctly there and in my opinion that always means cutting off the head of the snake. I do not see that happening because the managers are too emotionally attached to each other but the situation must get stabilised and quickly!

For the previous summary please visit Summary of May 2017 and here you can see my stock portfolio as it is.

Invested versus current value June 2017


The total invested value is now up at: 89,217 € including a realised loss of -551 €.


Current portfolio June 2017


The value of the portfolio is today: 97,705 € and spread out I now have around 6,800 € in cash on the different accounts. The combined gain is now at: 8,488 € (10%) which is not as good as one would have liked.


Me versus DAX June 2017


DAX have ended up having a good run and is now up at 12,475 points which means an decrease of -2.7% which should be compared to my own stock portfolio that decreased with only -0.4%.

Conclusion: DAX had a though period which means that my stocks did a bit better. This comes partially from banks (mainly Commerzbank) as well as the energy companies starting to be more appreciated by the market. It only took five years of waiting for me to start to see this happen... and I do NOT believe that this means that we are out of the woods.