One of my goals for 2018 is to complete two money-challenges. Last year i managed to complete just one. This time my challenge was to limit the expenses during the month of February to 200€-250€ (not including the inevitable fix costs). I knew that it was impossible at the moment to go into an extreme savings mode like i did in April 2017 with expenses of only 99€, but not trying was not an option.
My expenses for February:
English version below
Die Rallye an den Märkten scheint im Moment zumindest eine kleine Pause zu machen, was ich für den Kauf eines neuen Portfolio Wertes genutzt habe.
120 Deutsche Telekom @ 12,91€ pro Anteil – 1.549€ total
Ausschlaggebend für den Kauf war unter anderem auch die Notwendigkeit der weiteren Diversifizierung meines Portfolios, da der REIT- sowie US-Dollar Anteil ziemlich hoch ist.
Die Deutsche Telekom gehört zum Kreis der weltweit führenden Telekommunikations – und Informationstechnologie Unternehmen. Darüber hinaus ist Deutsche Telekom der Mutterkonzern von T-Mobile US.
Hier einige Zahlen: Weiterlesen
If it comes to dividends, February is one of my best months. This year February set a new record in dividends received. The overall numbers aren’t that spectacular, but it feels really good cracking the old record of May 2017. The following securities of my portfolio paid dividends in February 2018:
AT&T – 79,74 $
Realty Income – 45,87 $
Omega Healthcare Investors – 66,27 $
Main Street Capital – 19,12 $
Welltower – 66,54 $
Pioneer EM Bond Fund – 561,38 $
Welcome to the Halftime Report February 2018. The blogpost is a little late, but finally i got it done. I have been really busy in recent weeks, but i can see progress with the projects.
After quite a while it’s time again for a portfolio update and an outlook for the weeks to come.
As of February 2018 my portfolio consist of 22 companies and one bond-fund.
Portfolio value: 100.971 $
Cash: 24.810 $
Other: 10.420 $
Total: 136.202 $
Despite some new additions, my portfolio value is on a downward trend since the beginning of 2018. Especially three factors are responsible for that.
The overall pressure on REITs due to rising interest fears and the significantly lower Dollar in relation to the Euro. Furthermore the „flash-crash“ at the beginning of the month let stock prices fall.
But all this are the usual ups and downs of the stock market, with wich you have to live while traveling on the road to Financial Independence. These short term conditions should never influence you to take premature actions. Keep going your way and try to use these market conditions for your purposes.
50 Royal Dutch Shell @ 27,71€ per share – 1.385 € total
Another purchase of Royal Dutch Shell shares. The british-dutch oil-giant has adopted to lower prices through effective cost cutting and strengthened it’s competitiveness. After buying into the gas sector with the BG Group acquisition, Shell is more diversified too.
The recent numbers tell a story of a financially solid company.
January 2018 – the first month of my third year of my journey to Financial Independence. As usual it’s time for a dividend update, which is one of my favorite blogposts.
The following securities of my portfolio paid dividends:
PepsiCo – 10,53 $
Red Eléctrica – 29,06 $
W.P. Carey – 30,43 $
Main Street Capital – 19,66 $
Realty Income – 37,05 $
Store Capital – 23,62 $
Cisco Systems – 13,62 $