Friday, April 18, 2014

Holdings

16 comments:

  1. Nice list! Have you thought of selling/cutting your position in Fortum? I also hold 690 shares and plan on selling 1/3 probably next week.

    Hope you had a nice weekend!

    -Leveraged DGI

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    1. Hi
      I agree with you that Fortum's price is surprisingly high at the moment. I'm going to wait at least until the issue of Swedish electricity networks will be solved. The question is how Fortum plans to invest this money. Fortum's share of my portfolio is high, but I see it as a relatively safe investment, despite the political risk. In addition in my opinion, the dividend is more likely to increase as decrease in the next few years. So I do not currently have any plans to sell/cutt Fortum.
      Thanks for stopping by!
      DH

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  2. Mitä välittäjiä käytät? IB:tä ja NN:tä? Jos käytät ulkomaista välittäjää, niin eikö sinua hirvitä pitää suuria summia sellaisen välittäjän tilillä, johon saa ainoastaan yhteyden sähköisesti?

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    1. Moi

      Käytän Nordnettia ja LYNXiä. Saksan LYNXiin avasin tilin viime kesänä, joten ei sinne ole vielä kertynyt kovinkaan suurta summaa. Toistaiseksi homma on sujunut siellä ihan ok eikä ainakaan vielä hirvitä. Olen myös ollut puhelinyhteydessä molempien kanssa, joten kyllä niihin yhteyden tarvittaessa saa. Tapahtuuhan se asiointi noissa suomalaisissa rahalaitoksissakin nykyään pääaisiassa viestien välityksellä, koska konttoreita suljetaan kokoajan.

      Kiitos vierailusta!
      DH

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  3. You seem to have quite a few Canadian banks in your portfolio. Which would be your pick now at current prices? BNS.TO, RY.TO or TD.TO?

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    1. Hello Timo

      At current prices I would pick up BNS

      Thanks for stopping by!
      DH

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  4. Good Job on building a solid portfolio. I have a few of the same holdings, and looking to add more soon. I wonder if PG, CL, or CLX will ever make in on your watch list?

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    1. Hi EL and thank you. Those all have been my Watchlist already for a long time. However, at the moment I'm most interested in Unilever.

      Thanks for stopping by!
      DH

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  5. Hi Hawk,

    first of all thanx for sharing your great job, it is reallyhelpful for people like me approaching dividend investing.

    Since i understand you are form Finland but you are investing in US Aristocrats I have a question about taxes. I am from Italy and i realized that all dividends coming from US stock are taxed in US (15% maximum) but then the remainin gain is again taxed according to italian laws (26% more). The same is for any foreigh sotcks dividend (Europe included).
    So the overall income taxation reaches is above 30%!! What do you think about? According to this, It is still convenient investing in US dividen stocks for non US pepople? Thanx

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    1. Hello Mark and thank you, nice to hear that you like my blog.

      Yes, I am Finnish and I feel strange, if in Italy the tax goes about as you described. Dividend income in Finland is currently subject to tax 25.5%. Paid foreign withholding tax (generally 15%) is taken into account, so the total tax on dividend income in Finland is 25.5%. For example, dividends of JNJ, I pay a 15% withholding tax to the US and 10.5% capital gains tax to Finland, a total of 25.5%.

      Thanks for stopping by!
      DH

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  6. I have a small spanish dividend growth investment portfolio. I am looking to diversy with international stocks. Which 3 - 5 stocks should you recommend for a long term dividend investment strategy?
    Thanks in advance

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    1. Hello

      I don't want to recommend any of the individual shares, I recommend you to visit David Fish's CCC list (download here: http://www.dripinvesting.org/tools/tools.asp) and, in particular companies, which have an excellent dividend history and who do you think will be able to increase it also in the future.

      Thanks for stopping by!
      DH

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  7. Hi DH,

    I really like your blog and observe you invest in US market as well. However, I would like to hear your view regarding currency risk if you want to share... thanks DH.

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    1. Hi, glad to hear that you ike my blog! Currency risk is obviously there, but it is always present when investing in companies that operate internationally. I do not think about its effect, I'm just trying to collect good dividend-paying companies. However, I believe that the Euro will weaken further against the US dollar.

      Thanks for visiting!
      DH

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  8. Hello DH! whats your opinion about Sampo? why don't you own it?

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    1. Oh, I didn't see that Sampo were already in your portfolio. Sorry

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