Sharpe Ratio 12 Months: 0.51
Volatility 12 Months: 9.12%
| Period | Dividend Portfolio | OMXSGI |
| 3 Years | -3.94% | 19.32% |
| 1 Year | 5.51% | 2.22% |
| Year-to-date | 4.81% | 1.49% |
| 3 Months | 5.23% | 1.21% |
| 1 Month | -3.57% | -6.74% |
| 1 Week | -1.40% | -2.62% |
10 Largest Holdings:
🇸🇪 Betsson AB B – 7.52%
🇸🇪 Generic Sweden AB – 6.71%
🇸🇪 Sagax AB D – 6.54%
🇸🇪 Arion Banki hf SDB – 5.11%
🇸🇪 Hexpol AB B – 4.98%
🇸🇪 AQ Group AB – 4.63%
🇸🇪 Bredband2 i Skandivien AB – 4.49%
🇸🇪 Beijer Alma AB B – 4.01%
🇸🇪 SAAB AB B – 3.98%
🇸🇪 Avanza Bank Holding AB – 3.93%
Longest Current Holdings:
- Epiroc – > 3 Years
- Hexpol AB B – > 3 Years
- Railcare Group AB – > 2 Years
- Sagax AB D – > 2 Years
- Arion Banki hf SDB – > 1 Year
- Avanza Bank Holding AB – > 1 Year
- Axfood AB – > 1 Year
- Betsson AB B – > 1 Year
- New Wave B – > 1 Year
- Prevas AB B – > 1 Year
- Rejlers AB B – > 1 Year
- SAAB AB B – > 1 Year
- Svenska Handelsbanken A – > 1 Year
About – Dividend Portfolio
As I transitioned into the dividend portfolio, the strategy evolved to focus on companies with a robust history of dividend payments. This not only provides a steady income stream but also reflects the company’s financial health and commitment to returning value to shareholders. For instance, investing in established companies like AstraZeneca has proven beneficial due to their consistent dividend increases over the years. Furthermore, the reinvestment of dividends can significantly boost total returns over time, highlighting the power of compound interest.
My dividend portfolio is focused on steadily growing companies that pay a dividend. The companies need to have paid dividends in the previous years to be considered. Here I look at the growth of the company in the last 5 years and want it to increase by 5% per year on average. This way I ensure that the company is still growing and the stock should go higher, while also ensuring that the dividends should increase.
A prime example of a company that embodies this strategy is Betsson AB, which has consistently increased its dividends, reflecting its strong market position. Investing in such companies not only yields returns but also instills confidence in long-term growth prospects.
Additionally, it is essential to maintain awareness of global market trends and geopolitical factors that can impact investments. Events such as trade agreements, regulatory changes, and economic sanctions can create volatility in international markets, affecting the performance of multinational companies. Staying informed and adapting strategies accordingly is vital for long-term success in investing.
In conclusion, the purpose of my portfolios is to deliver long-term results by beating the index. The money I earn from the investments I will use for retirement, future investments, and salary. It’s a journey filled with continuous learning and adapting to ever-changing market dynamics, and I am committed to refining my strategies as I progress.
As an investor, it’s beneficial to adopt a mindset focused on educating oneself about the market. Engaging in financial education, whether through reading books, attending seminars, or following market analyses, can significantly enhance your investment acumen. This proactive approach not only aids in making informed decisions but also builds confidence in navigating market complexities.
The purpose of my portfolios is to deliver long-term results by beating the index. The money I earn from the investments I will use for retirement, future investments, and salary.
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It is important to remember that the market can fluctuate! Investing in funds, stocks, and other securities has historically been a good way to grow wealth over time, but future performances are uncertain. Prices can rise and fall, meaning there is no guarantee that you will recoup your initial investment. Therefore, it’s crucial to conduct thorough research and consider risk tolerance before making investment decisions.