Sunday 29 January 2017

Stock sold January 2017: Adidas

As I previously mentioned I should have sold my Adidas position last summer when they were up around 158 € per share during a day or two but I did not manage to get my thumb out quickly enough and the share price dropped down again. This time I had already come to terms with that Adidas is fully valued. Yes, they will have a bright future but the share price increase will from now on be ticking up with their earnings and not due to a realisation from Mr. Market that the future of this company is maybe not to go bankrupt which they seemed to think in January 2015 when I bought my shares. I was then also looking at other companies such as Nike that were trading well above a P/E of 30 which I therefore considered to be the valuation that Adidas hopefully also one day should have. They did and they do which meant that I sold them.

This holding was unfortunately very short with only 24 months and it pushed down my sold shares portfolio time to 25.6 months.

I sold my 35 shares for a total value of 5379 € (fees removed). I additionally gained 108.5 € in dividends during these 24 months and on my invested 1978 € I therefore made 177% and it has been my best investment as of yet.

Wednesday 25 January 2017

Dividend from ABF and Enel: January 2017

For my 177 shares in ABF I received 53.43 € in dividend that was directly added to my broker account as cash.

To find out more about ABF then please visit analysis of ABF 2015.

For my 450 shares in Enel I received 40.50 € in dividend and from that was taken 10.53 € as taxes to support the Italian government. The remaining 29.97 € was paid out as cash to my broker account. I could be that Enel have started to pay out dividends twice per year because they usually pay out only once during summer.

To find out more about Enel please click on analysis of Enel 2016.

To see my total dividend flow then please visit the Stock Dividends page that has now been updated. 

Tuesday 3 January 2017

Summary of December

Summary, December 2016

This time I try to be on time with my report! The Christmas and New Year holidays have now been completed and I hope that all of you had an as good time as I did. This year we went to see my wife's family in the south of Germany for one week and it was a very relaxing time.

With all this relaxation I must be ready for work again and I think that I am!

For the previous summary please visit Summary of November 2016 and here you can see my stock portfolio as it is.

The total invested value is now up at: 87,939 € including a realised loss of -3,757 €. No stocks were bought.

The value of the portfolio is today: 89,871 € and spread out I now have around 2,546 € in cash on the account. The combined unrealised and realised loss is now at: 1,932 € (2%) which is bad but better than it has been for a long, long time.

DAX had a very strong ending of the year 2016 and went up to 11,598 points which means an increase of +2.8% which is better than the +1.7% that my portfolio managed to accomplish.

Conclusion: It became a funny rally in the end of 2016 which I find very hard to understand. Banks in Italy are once again causing serious problems. Trump keeps writing on twitter. IS is making attacks all over Europe and in the middle East. UK keeps pushing forward on their BREXIT plans... I really wonder... what were the highlights that caused this dramatic increase in share value?