Portfolio

Strategy

Primary portfolio shall consist of dividend paying stocks with reasonable growth. Multiple currencies are preferred for dividend income. Secondary portfolio shall consist of speculative growth stocks. Main portfolio shall carry reasonable amount of debt. Debt to equity ratio is targeted to be below 0,1 under normal market conditions. Debt shall include all personal debt including mortgage but real estate used as home is not included as equity. At least one purchase per moth is preferred. If reasonable valuations are not available or debt level needs to be decreased, portfolio shall be consider to be in maintenance mode. In maintenance mode smaller purchases shall be made either in third portfolio consisting of ETFs or in speculative growth portfolio hosted in Nordea where fees are acceptable for smaller purchases.

Primary Dividend Portfolio (Nordnet/Nordea)

  • 3M Company
  • Aflac Inc.
  • AT&T Inc.
  • Apple Hospitality REIT, Inc.
  • Apple Inc.
  • BHP Billiton Plc (ADR)
  • CapMan Oyj
  • Core Civic
  • EPR Properties
  • GEO Group
  • Hennes & Mauritz AB
  • Johnson & Johnson
  • Lockheed Martin Corporation
  • Nordea Bank Abp
  • Omega Healthcare Investors Inc.
  • Philip Morris International Inc
  • Realty Income Corporation
  • SOUTH32 LTD (ADR)
  • Sampo Plc A
  • Telia Company AB
  • VEREIT Inc.

Growth/Speculative Portfolio (Nordea)

  • Hexagon Composites
  • Loudspring Plc
  • NEL ASA
  • Nexgen Energy
  • UEX Corporation

ETF Portfolio (Nordnet)

  • BlackRock iShares Core MSCI World
  • BlackRock iShares Core MSCI EM IMI

Debt

Debt to equity ratio: 0,019 (target in normal market conditions <0,1).

Dividend History 

Total annual dividends converted to EUR (taxes not included).