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…)

December 2017 Dividend Income Update & Dividend Forecast for 2018

2017 will soon be in the books, and what a year it’s been. Financially, I’ve added more than $10,000 to the portfolio and $3,000 to the funds portfolio. The dividend income has risen from $336 to $1,117 which means a 232.44 % YTY growth. But my forecast for 2018 is even more motivating. Before we go ahead and look at the dividend forecast for 2018, let’s take a look at this months Dividend Income Update. (more…)

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.
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