In the latest episode of Dividend Talk, we discuss how our Dividend Portfolio performed in Q3. We also share our thoughts on key earnings reports and stock purchases and answer some great listener questions. See you on the Inside! 

The ECB and Its Impact on Your Dividend Portfolio

We started by discussing the European Central Bank’s recent rate cuts. The ECB reduced interest rates by 0.25%, directly affecting European savings and mortgage payments. While these macroeconomic shifts may not directly impact dividend payouts, they can influence the long-term performance of your dividend portfolio.

Derek’s Big Milestone: Reaching €100K in His Dividend Portfolio

One of the key highlights from the episode was Derek’s personal milestone—his dividend portfolio finally surpassed €100K! He crossed the threshold after six and a half years of diligent investing. For those building their own dividend portfolios, this milestone is a testament to the power of consistent investing and reinvesting dividends over time. Derek’s goal now is to achieve €1,000 in monthly dividend income—something all dividend investors strive for.

EDGI’s Portfolio Growth and Recent Stock Purchases

EDGI shared some impressive growth stats. His dividend portfolio grew by 29% in Q3, thanks in part to high-yield stocks like ASR Nederland (ASRNL), Paychex (PAYX), and Evolution Gaming (EVO). Adding these stocks helped balance his portfolio, providing stability and long-term dividend growth.

Recent Stock Buys: Brookfield Asset Management and BAE Systems

Derek has been actively adding to his portfolios. Derek purchased Brookfield Asset Management (BAM), which he noted is already up 25%. He’s also added BAE Systems (BA.L), which we discussed in a previous podcast episode. Both companies offer solid dividend growth potential, making them great additions to any dividend portfolio.

Earnings Reports: ASML and Johnson & Johnson

This episode also covered some key earnings reports. ASML (ASML), a major player in the semiconductor industry, reported a weaker demand outlook. Despite strong sales numbers, their shrinking margins raised concerns for investors. On the other hand, Johnson & Johnson (JNJ) continues to deliver consistent earnings, although the company is transitioning after spinning off its consumer health division.

Target, Diageo, and Pernod Ricard: Are They Good Dividend Portfolio Stocks?

We also took listener questions, one of which focused on Target (TGT). While the company’s share repurchase program raised eyebrows, Target remains a reliable option for dividend portfolios. For those interested in European stocks, we touched on Diageo (DGE.L) and Pernod Ricard (RI)—both giants in the beverage industry. Diageo’s share price may be down, but it’s still one to watch for long-term dividend growth.

Building Your Own Dividend Portfolio

Building a dividend portfolio can seem overwhelming if you’re just starting out. However, long-term financial growth is possible with consistent investments and reinvestment of dividends. Consider looking into a mix of high-yield stocks for immediate returns and growth stocks for future potential. Check out dividend-focused platforms like Seeking Alpha for the latest stock analysis and earnings reports.

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By regularly reviewing your dividend portfolio and staying updated with earnings reports, you can continue growing your wealth over time. What stocks are you eyeing for Q4? Share your thoughts in the comments below!

Stocks Mentioned in the Podcast

• ASR Nederland (ASRNL)
• Paychex (PAYX)
• Evolution Gaming (EVO)
• Brookfield Asset Management (BAM)
• BAE Systems (BA.l)
• ASML Holding NV (ASML)
• Johnson & Johnson (JNJ)
• Target (TGT)
• Diageo (DGE.L)
• Pernod Ricard (RI)
• Ahold Delhaize (AD)

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