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.

Some of the stocks are listed in euros or pounds. To make it easy for both you and myself, I calculated these back to dollars.

Last updated: 30 June 2020

Forward 12-month dividend income: €3,469.05
Forward average monthly dividend income: €289.09
Portfolio yield: 4.26%

Stock Shares Value
Royal Dutch Shell 608 €9,034.88
Unilever 50 €2,391.50
British American Tobacco 200 €6,924.68
Altria 200 €6,936.90
American Express 15 €1,260.66
Berkshire Hathaway 5 €790.35
Caterpillar 15 €1,680.75
Cisco 100 €4,127.86
Coca-Cola Company 100 €3,935.51
Honeywell 10 €1,281.06
Intel 100 €5,298.40
Johnson & Johnson 20 €2,479.47
Lockheed Martin 6 €1,942.85
3M 40 €5,513.90
PepsiCo 20 €2,333.26
Pfizer 150 €4,324.43
Philip Morris 27 €1,670.40
Realty Income 50 €2,634.95
Starbucks 50 €3,244.71
STORE Capital 300 €6,335.38
Williams-Sonoma 100 €7,266.38
Total: €81,408.29