September 2018 Watchlist

It’s time for the monthly watchlist report. As always, you can check the updated info any time on the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Here’s my current portfolio. All data on Nordic companies are gathered from Borsdata.se. I highly recommend them.  Summary The following watchlist contains my comments about the value Read more…

August 2018 Dividend Income Update

It’s time for the monthly dividend income update. As always, you can check the updated info any time on the Dividend Income Spreadsheet and the Portfolio Spreadsheet. Summary: Dividend Income for August 2018: $164 Year to Year growth for July: 15% Total YTY growth: 82.78% Entered the green area ($2000) on the dividend meter Said no to Read more…

Interview With Stockles

The following is an interview with me done by Pengeblogg, one of Norway’s most famous financial blogs. I’m honored that Pengeblogg wanted to interview me and very eager to read your comments. For Norwegian, click here to enter interview Can you tell me about yourself? I am a man, 25-30 years Read more…

May 2018 Watchlist

Not much has changed since the Watchlist from April was posted. I’ve seen increased doubt and stress from market participants that indicate we are close to a huge correction. Some people argue that the recent selloff in the smart money index is a sign of a coming bear market. Here at Stockles, Read more…

January 2018 Watchlist

Stocks are currently trading at high premiums and it’s hard to find companies where there is a reasonable margin of safety. When looking at the Cyclical Adjusted Price to Earning (CAPE) ratio, the likely future returns from equities over the timescales of 10 to 20 years is low. Only energy seems like a reasonable investment, and maybe telecom. Both have been lagging the S&P 500 for a while, but so what? Does that mean it’s time to invest? (more…)

November 2017 Dividend Income Update

Welcome, The Dividend Income Report for November is finished, so lét´s go ahead and take a look:

  • Total Dividend Income for November: §110.00 or 915.30 NOK
  • Last year: $16
  • Dividend Income VS Total Spending: 11.44%
  • Payment from 9 companies
  • Total Dividend Income is close to $1,100
  • Total dividend income from 2016: 226.13%

(more…)

Why I Sold Target (TGT)

Selling stocks isn´t something I want to do often, but let´s just make it simple: If you need money, sell. I purchased Target around $53 and sold yesterday at $59. Total profit was only 5%. I never intended this investment to be a buy-and-hold-forever kind of thing. However, owning a stock for only 188 days is short. I admit that. (more…)

August 2017 Passive Income

As a new way of following my progress, I will start to write a monthly Passive Income Report each month. This will not include my dividend income. Rather, I want to show you other ways of increasing your income-stream without doing any more work. You just have to work smarter. Let’s go ahead and take a look:  (more…)

Summer 2017 Dividend Income Update

Before we dig into the Dividend Income Summer Update, I want to talk a bit about how my summer has been. The summer of 2017 has been wonderful. On Saturday I turned 25 years old. I celebrated my day by doing a 15-hour hike with my family in the Norwegian fjords. My dog at 11 was struggling a bit because of the previous hikes this week, but as always, he managed.  (more…)

How to Think Like a Consultant

Today we are going to take a look at how a Consultant thinks and solves a problem. After this exercise, my goal is for you to understand that having a global perspective of the world is crucial when trying to become a good investor. Also, I hope that you follow this progress when evaluating companies:

  1. Evaluate the general market.
  2. Evaluate the isolated stock in the market.

We are going to go through a real case that I had when I participated in a workshop with a very famous American consulting firm. (more…)

Stock Analysis: H&M [Sold]

Overview

H&M is one of the most known retailers in the world. The combination of quality and cheap has been a success for a long time for the Swedish worldwide retailer. However, like most retailers, H&M is struggling. In the US, that’s mostly due to increased competition from Amazon, but is that also the case for H&M? I doubt it. Let me just quickly explain why. (more…)

Books: What To Read This Summer?

Books

Summer is here, and the sun means books and reading. So here I present a beta version of my reading list. It’s not finished, but I suppose it’s better to publish the list now while the sun is still up. If I postpone too long, it might not be published before the dark period (no sun in 6 months) has reached us here in the north, and then nobody reads anything anyways. (more…)

May 2017 Dividend Income Update

Summary:

  • Dividends received: 12
  • Dividend Income for May 2017 landed on $322.76 or 2,735 NOK
  • Last year I got $215 in May, so the income stream from May is now 50% higher.
  • The dividend income was enough to pay for my whole gym membership twice, enough to cover my yearly phone bill two times or enough to cover 80% of the food budget for the month.
  • Or even better, the dividend income for May was enough to pay for 35 super expensive, cold and fresh beers. If I wanted to, I could actually party for free every Friday throughout the whole month of May!

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How I’m Building a Portfolio from Scratch

This blog post is about how I’m building a dividend growth portfolio from scratch. Last year I found out that my grandmother, who is now more than 90 years, has been quite the investor.  She bought a Norwegian active fund (DNB Norge) following the Norwegian market decades ago,  and never sold off a bit. The total return in the investment was more than 400% during two to three decades. First I thought, Holy shit! That’s awesome! (more…)

Recent Purchases: Beer, Food, Clothes and Real Estate

 

Yesterday was one of the sunniest days here in Bergen, Norway. I had an offer to go on a date with a beautiful girl this Saturday, but as any sane and reasonable 24-year-old in his best years, I followed my inner instinct. I politely declined and chose to watch two old men almost close to 100 talking about finance, stocks, EBITDA and the future…..(cough). Yeeeeaah, let’s talk about my actions instead.
(more…)

How To Formulate Investment Goals Using 4 Simple Rules

Lately, I’ve seen that many dividend investors tend to use portfolio value as one of their main goals or measures for success. Most investors haven’t experienced a recession or a major bear market, and I claim they should rethink their goals.

UPDATE: Not sure if YOC is usable after all. Instead, Dividend Income might be the key. However, you can read the article for fun anyways. Remember to check the comments for further info. (more…)

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