tag:blogger.com,1999:blog-2949218657849719987.post130093789959184599..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Summary of June 2014Fredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2949218657849719987.post-21501483794818032192014-07-03T15:39:04.159+01:002014-07-03T15:39:04.159+01:00Hi Dividend Life,
I checked out your blog and I l...Hi Dividend Life,<br /><br />I checked out your blog and I like it! <br />You have a very nice dividend flow coming your way each year! I wish I would be even close to that!<br /><br />I do not account for dividend payments. All the companies on DAX are valued according to their market capitalization + an additional weight factor. So when they pay out dividend their market capitalization also decreases and the DAX index falls just like my individual shares fall when I get my dividends.<br /><br />The biggest difference would be if I would account for when I bought my shares each month and compare that to what the DAX index was then standing at. This would push down the %-age increase of the DAX significantly and make me look a little bit better... but I do not care about looking good so I leave it as it is.<br /><br />If my contrarian strategy will work then I should be able to beat index no matter how I count and if not... well... then I better start buying cheap index ETFs for my money. :)<br /><br />In my eyes it does not really matter what you compare your development against. If you want to look good then pick a hedge fund that is poorly run and with high fees, if you want to have a tougher time pick an index fund.<br /><br />Regarding the bicycle... my bank told me that they could not block the payment and since the payment was not in Germany (but in the Netherlands next door) they were not even able to deal with the problem.<br /><br />Hahaha, a credit card that I can use all over the world but if there is any problems outside of Germany they will not help me. Hahaha<br /><br />So... a good moment to look over the various banks in Germany and to pick a new one.Fredrik von Oberhausenhttps://www.blogger.com/profile/10924238593055161520noreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-1573444039412093392014-07-03T14:30:37.045+01:002014-07-03T14:30:37.045+01:00Hi Fredrik,
In comparing your portfolio's per...Hi Fredrik,<br /><br />In comparing your portfolio's performance to the DAX index, how do you account for dividend payments? I'm curious as I compared my portfolio to some index funds yesterday but not to an index itself.<br /><br />I'm sorry to hear about your bicycle - I hope your credit card company refunds you the money!<br /><br />Enjoy your day!Dividend Lifehttp://www.dividendlife.comnoreply@blogger.com