Portfolio
Below you will find my portfolio. I call it the 'Money Tree', because it keeps on growing and producing evermore fruit for me in the form of dividends.
The portfolio is still relatively small, but keep in mind that I'm only in my 20's and only started investing at the start of 2016 just after I got my first job.
I have stocks that are listed in dollars, euros and pounds. To make it easy for myself, I calculated everything back to euros.
Last updated: 19 June 2021
Forward 12-month dividend income: €4,408.66
Forward average monthly dividend income: €367.39
Portfolio yield: 3.39%
| Stock | Shares | Value |
|---|---|---|
| Royal Dutch Shell | 500 | €8,335.00 |
| Total | 100 | €3,986.50 |
| Unilever | 50 | €2,507.00 |
| British American Tobacco | 200 | €6,496.80 |
| Air Products & Chemicals | 5 | €1,235.75 |
| Alphabet | 3 | €6,361.61 |
| Altria | 200 | €7,820.65 |
| American Express | 15 | €2,003.34 |
| Amgen | 10 | €2,015.37 |
| Berkshire Hathaway | 5 | €1,156.97 |
| Bristol-Myers Squibb | 40 | €2,245.04 |
| Caterpillar | 15 | €2,645.36 |
| Cisco | 100 | €4,396.69 |
| Coca-Cola Company | 100 | €4,540.23 |
| Essex Property Trust | 10 | €2,543.02 |
| General Dynamics | 12 | €1,876.04 |
| Gilead Sciences | 20 | €1,124.88 |
| Honeywell | 10 | €1,794.31 |
| Huntington Ingalls Industries | 12 | €2,099.27 |
| Intel | 143 | €6,721.95 |
| Johnson & Johnson | 20 | €2,735.46 |
| Lockheed Martin | 15 | €4,802.71 |
| 3M | 40 | €6,471.33 |
| Merck & Co | 70 | €4,528.16 |
| Packaging Corp. of America | 20 | €2,241.83 |
| PepsiCo | 20 | €2,455.80 |
| Pfizer | 200 | €6,554.08 |
| Philip Morris | 27 | €2,268.43 |
| Raytheon Technologies | 30 | €2,176.48 |
| Realty Income | 50 | €2,821.92 |
| Starbucks | 50 | €4,631.43 |
| STORE Capital | 300 | €8,703.88 |
| Williams-Sonoma | 60 | €7,646.54 |
| Total: | €129,943.83 |