EP #42 - Q1 2021 Portfolio Review

In Episode 42 we discuss our Q1 2021 dividend portfolio results. But first some news

👉 EMF Discusses 

WBA Earnings

Microsoft army contract

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👉 EDGI Discusses

TMSC $1oo Billion Dollar Investment

For the main Topic, both hosts discuss their purchases and sales over the last 3 months, who the top performers are, and also how far to financial freedom they are

Listener Questions:

This week we received several questions again from our loyal listeners 

Phil Segler - Not related to the topic, but a rather "philosophical" question: When should an investor be more greedy: The first time you open a position, or when you add more later on? (keywords: Averaging up/down, time in the market vs. timing the market). 2nd question to the topic in case that you do not cover it: Do you care at all how a benchmark performs?

Taurus Invests - Must a stock have a minimum Div Yield to entice you?

Odysseus - - Having a mix of EU/USA stocks which is the benchmark that you use? - How important is to beat the benchmark? - How was your performance against the benchmark used? From your current portfolio what company you see as a tenbagger?

Dividend Wave - $IBM , $INTC done who is next on the chopping block and why?

Tiago Diaz - What's your YTD return? Who was your best performer? Who was the worst?

Wolf of Harcourt Street - What is an under the radar stock that you think will benefit from economies reopening?

The Stoic Trader - May be something you have covered before, but when calculating your performance do you use TWR or IRR?

EloySnowball - According to this graph, U.S. consumer staples have been the worst sector in Q1-21, still, it’s hard to find a cheap one (probably $GIS and $MO). What do you think, or you see more value in european staples?

Tommy - What do you think about Allianz?

Rafa Martinez Valera - Could you share your opinion on Broadcom

Alex - Do you use any ESG/SRI (or anything similar) metrics when deciding which stock to include in your portfolio?

Resources:  

Violation tracker  https://www.goodjobsfirst.org/violation-tracker

EDGI  - Guest Post - https://www.junginrente.de/4-attractive-european-dividend-stocks/

EMF post on IBM www.engineermyfreedom.com/ibm-should-i-bet-on-hybrid-cloud-growth/

Final Thoughts:

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