Welcome to Episode 228 of Dividend Talk! 🎉 We kick off 2025 with a reflective look at our 2024 portfolio performance, dividend highlights, and the ever-evolving world of dividend growth investing. Grab a coffee as Derek and European DJI share their goals, strategies, and standout moments from the past year.
Timestamps and Tickers
0:00 – Intro and Podcast Overview
1:33 – Happy New Year and Podcast Anniversary 🎉
2:08 – Dividend Day Announcement (Utrecht, Netherlands)
3:05 – Market News: Alcohol Industry Under Pressure ($RI.PA, $DGE.L, $BATS.L)
11:38 – Derek’s 2024 Portfolio Review ($NN.AS, $BASF, $ASRNL.AS)
26:46 – European DJI’s Quarterly Review ($SHELL, $ASRNL.AS)
40:09 – Listener Questions: Evolution Gaming ($EVO), Inheritance Investing, and Small-Cap Strategies
53:00 – Outlook on European Markets and Key Sectors
1:02:28 – Closing Remarks
Key News
- Alcohol Industry Concerns: U.S. Surgeon General highlights alcohol-related health risks, leading to stock dips for $DIA, $DEO, and others. Are we seeing a shift in consumer habits similar to tobacco?
- Shell’s Consistency: Despite stagnant share prices, $RDSA continues aggressive share buybacks, keeping it a portfolio staple.
Main Topic: 2024 Portfolio Review
Derek’s Goals:
- Achieved €5,600 in dividend income (24.6% YoY growth).
- Crossed the €100K portfolio milestone in September.
European DGI’s Highlights:
- Portfolio grew 2.4% QoQ, with a yield of 3.7%.
- Top holdings: $RDSA, $ASR, and $NN.
- Key additions: $JNJ, $TGT, and $BMY.
Both hosts emphasize the importance of balancing high-yield opportunities with growth stocks while maintaining a disciplined savings rate.
Listener Questions
- Evolution Gaming ($EVO): Addressing concerns about regulatory challenges and market sentiment.
- Investing an Inheritance: Strategies for dollar-cost averaging into high-conviction stocks.
- Small-Caps: Opportunities in lesser-known dividend payers with growth potential.
In the show we also discussed that we’re organizing a Dividend Talk Meet Up on the 25th of January in Utrecht, the Netherlands. If you’d like to join, sign up here: https://docs.google.com/forms/d/e/1FAIpQLSftprFpF0ACA28PQUX4TC03L2iDnUcOZ1GYZ6MrzBYJhLoG5A/viewform?usp=sharing
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