My Portfolio

This is my portfolio.
Stocks I buy for the long run and (since half of 2014) I choose to hold based on dividend yelds; before half of 2014 I did not care much about this passive income, then thanks to many blogs around here, I asked myself  “why not ???”, so since that time I try to choose stocks even based on dividend yield. For more info, scroll down the spreadsheet.(To check my dividend yield performance check below)

Summarizing, the reasons to hold a stock are the following:
1) good ratios
2) good profitability & growth (Greenblatt and so on)
3) good financial strength (no debts is a must)
4) good Dividend yield
5) it must be undervalued (based on the Peter Lynch EL and the DCF calculator)When I choose a stock all these parameters are verified (so is possible that after some years the situation is changed..)

This is my dividend yield performance

4 thoughts on “My Portfolio

    • April 8, 2015 at 6:13 am

      Yes, as you can see, every month I write Income by Dividends. I will highlight it more, but I started to "think" about dividends just few months back so will take a while until I get a full portfolio with good stocks with good dividends. Anyway I will update the spreadsheet to show more info about dividends. Thanks for stopping by

  • July 14, 2016 at 8:02 pm

    I own CEO at $101. It’s had a nice run up but that appears to be based purely on oil price increase and the over all market run up – not on their results. Would you agree? What’s your expected holding period on this stock?

    • July 15, 2016 at 3:01 pm

      Hi Brad, thanks for writing.

      I usually don’t put any time-limit to my long-term investments.
      Usually, on high-yield companies I hold them forever, and CEO is one of them.
      Profitability is good, even so returns are not as strong as the past.
      Earnings are even growing and estimates are positive. PE, PB, PS are not much high (if we consider that 6 months back the price was about $90)..

      The only concern can be about the price; since half of 2011 the price started a very SLOW downward trend that is not easy to read, and of course the macro-view doesn’t help to have a positive view for the future.

      If you do Value investing, my PERSONAL suggestion is to wait and hold (what I do) of course with an eye on quarterly reports. There are some negative trends (like revenues) that must be monitored.


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