In Episode 42 we discuss our Q1 2021 dividend portfolio results. But first some news

👉 EMF Discusses

WBA Earnings

Microsoft army contract

.

👉 EDGI Discusses

TMSC $1oo Billion Dollar Investment

For the main Topic, both hosts discuss their purchases and sales over the last 3 months, who the top performers are, and also how far to financial freedom they are

Listener Questions:

This week we received several questions again from our loyal listeners

Phil Segler –Not related to the topic, but a rather “philosophical” question: When should an investor be more greedy: The first time you open a position, or when you add more later on? (keywords: Averaging up/down, time in the market vs. timing the market). 2nd question to the topic in case that you do not cover it: Do you care at all how a benchmark performs?

Taurus Invests – Must a stock have a minimum Div Yield to entice you?

Odysseus –– Having a mix of EU/USA stocks which is the benchmark that you use? – How important is to beat the benchmark? – How was your performance against the benchmark used? From your current portfolio what company you see as a tenbagger?

Dividend Wave- $IBM , $INTC done who is next on the chopping block and why?

Tiago Diaz –What’s your YTD return? Who was your best performer? Who was the worst?

Wolf of Harcourt Street – What is an under the radar stock that you think will benefit from economies reopening?

The Stoic Trader –May be something you have covered before, but when calculating your performance do you use TWR or IRR?

EloySnowball – According to this graph, U.S. consumer staples have been the worst sector in Q1-21, still, it’s hard to find a cheap one (probably $GIS and $MO). What do you think, or you see more value in european staples?

Tommy – What do you think about Allianz?

Rafa Martinez Valera – Could you share your opinion on Broadcom

Alex –Do you use any ESG/SRI (or anything similar) metrics when deciding which stock to include in your portfolio?

Resources:

Violation tracker https://www.goodjobsfirst.org/violation-tracker

EDGI – Guest Post – https://www.junginrente.de/4-attractive-european-dividend-stocks/

EMF post on IBM www.engineermyfreedom.com/ibm-should-i-bet-on-hybrid-cloud-growth/

Final Thoughts:

We hope that you enjoy today’s episode. We would appreciate it if you could leave us a review and hit the Subscribe and Like button 👍. It means a lot to us!

Follow us

– Engineer My Freedom -🕊 https://twitter.com/EMF_01

– European Dividend Growth Investor – 🕊 https://twitter.com/European_DGI