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