News

25.05.2021

NEW PORTFOLIO: DIVIDEND KINGS AND QUEENS

NEW PORTFOLIO: DIVIDEND KINGS AND QUEENS

Since the beginning of May, markets have been worried about accelerating inflation around the world.

The global economy is recovering at a rapid pace, but due to the restrictions that countries imposed during the pandemic, many production and logistics supply chains have been disrupted. As a result, we are now witnessing a rapid rise in prices for goods and raw materials. Wood, copper, iron, foodstuffs and many other goods have increased in price by 2 or more times.

Thanks to the actions of central banks around the world, the market has been flooded with free money. The policy of near-zero rates and stimulus programs revived the deferred demand. The population begins to sharply increase the demand for various categories of goods, while the supply fr om manufacturers does not have time to meet all needs.

As a result, the idea of ​​an imminent tightening of monetary policy, in particular by the Fed, arose in the minds of investors. The markets rotate from growth stocks, mainly the tech sector, to value stocks.

Shares of companies with a stable long-term sustainable business are popular with investors in such times. To avoid volatility in securities, many prefer reliable companies with high dividends.

Rising dividends from strong stocks are the perfect combination.

AbbVie

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American publicly traded biopharmaceutical company founded in 2013. It originated as a spin-off of Abbott Laboratories. It targets specific difficult-to-cure diseases wh ere the company can leverage its core R&D expertise to advance science.

Procter & Gamble

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American multinational consumer goods corporation headquartered in Cincinnati, Ohio, founded in 1837 by William Procter and James Gamble. It specializes in a wide range of personal health/consumer health, and personal care and hygiene products; these products are organized into several segments including Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine, & Family Care. Before the sale of Pringles to Kellogg's, its product portfolio also included food, snacks, and beverages.

Federal Realty Investment Trust

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A real estate investment trust that invests in shopping centers in the Northeastern United States, the Mid-Atlantic states, California, and South Florida.

The Coca-Cola Company

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American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

Home Depot

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Home Depot, is the largest home improvement retailer in the United States, supplying tools, construction products, and services. It operates many big-box format stores across the United States (including the District of Columbia, Guam, Puerto Rico and the U.S. Virgin Islands); all 10 provinces of Canada; and the 31 Mexican states and Mexico City. MRO company Interline Brands (now The Home Depot Pro) is also owned by The Home Depot, with 70 distribution centers across the United States.

Consolidated Edison

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One of the largest investor-owned energy companies in the United States, with approximately $12 billion in annual revenues as of 2017, and over $48 billion in assets. The company provides a wide range of energy-related products and services to its customers through its subsidiaries.

Leggett & Platt

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A diversified manufacturer (and member of the S&P 500 Index) that designs and produces various engineered components and products that can be found in most homes and automobiles. The firm was founded in 1883, and consists of 15 business units, 23,000 employee-partners, and 145 manufacturing facilities located in 18 countries.


Company

Type of transaction

Opening price

Take profit

Stop Loss

Investment period

Ex-Dividend Date

Payment Date

AbbVie

Buy

Market price

125.00

90.00

from 6 months

14.07.21

13.08.21

Procter & Gamble

Buy

Market price

150.00

118.00

from 6 months

22.07.21

16.08.21

Federal Realty Investment Trust 

Buy

Market price

140.00

80.00

from 6 months

21.06.21

15.07.21

The Coca-Cola Company

Buy

Market price

62.00

46.00

from 6 months

14.07.21

01.08.21

Home Depot

Buy Market price 350.00 240.00 from 6 months 02.07.21  17.07.21

Consolidated Edison

Buy Market price 89.00 68.00 from 6 months 17.08.21 15.09.21

Leggett & Platt

Buy Market price 65.00 39.00 from 6 months 14.07.21 15.07.21



Investment amount ($)

AbbVie, lots

Procter &

Gamble, lots

Federal Realty

Investment Trust, lots

The Coca-Cola

Company, lots

Home Depot, lots

Consolidated

Edison, lots

Leggett &

Platt, lots

Forecast 

Income (%)

100 000

7

4

6

6

5

6

7

13.23




Investment period

from 6 months

Dividend income

3,11%