DividendPortfolio
Characteristics
Performance Graphs
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical return on investment (ROI) per month, based on hypothetical results.
Historical return on investment (ROI), based on (hypothetical) results.
Historical hypothetical results (PL) per year, based on hypothetical results.
Realized PL per day
Realized PL per trade
Performance Tables
Hypothetical return on investment per month. Result as percentage of the initial capital, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | ROI-Yr | CumROI | ROI/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | 4.2% | -0.5% | -2.2% | 1.6% | 1.6% | 1.6% | |||||||||
| 2018 | 3.1% | -3.7% | -1.6% | 4.6% | -3.1% | -0.3% | 0.9% | -1.3% | 0.3% | -5.0% | -0.3% | -2.7% | -8.9% | -7.3% | -5.7% |
| 2019 | -0.2% | 2.1% | 1.4% | 1.1% | -4.5% | 4.2% | 4.3% | 0.5% | 2.2% | 0.4% | 0.3% | 1.5% | 13.4% | 6.1% | 2.7% |
| 2020 | 0.0% | -7.6% | -9.0% | 0.0% | 0.1% | 1.2% | 0.0% | 1.4% | -0.6% | -2.5% | 4.3% | 1.1% | -11.6% | -5.6% | -1.7% |
| 2021 | -0.2% | -0.1% | 3.7% | 1.1% | 0.4% | 0.4% | 1.2% | 1.5% | -0.5% | -3.9% | -5.3% | 10.5% | 8.8% | 3.2% | 0.8% |
| 2022 | -9.9% | 17.0% | 10.7% | -9.9% | 3.6% | 4.1% | -7.5% | 0.2% | 10.9% | -3.8% | -1.5% | 28.0% | 41.9% | 45.1% | 8.5% |
| 2023 | -10.8% | -28.1% | 60.5% | -47.7% | 78.8% | -96.0% | 66.8% | -73.7% | 0.2% | 16.0% | 148.2% | -132.9% | -18.7% | 26.4% | 4.2% |
| 2024 | 52.5% | -63.8% | -0.6% | -11.9% | 14.5% | 2.2% |
Hypothetical results on monthly basis, based on hypothetical results.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | PL-Yr | CumPL | PL/Yr | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | 845 | -91 | -433 | 321 | 321 | 321 | |||||||||
| 2018 | 626 | -731 | -313 | 927 | -612 | -69 | 182 | -264 | 53 | -998 | -60 | -530 | -1,788 | -1,468 | -1,147 |
| 2019 | -39 | 413 | 288 | 218 | -897 | 845 | 861 | 100 | 435 | 86 | 68 | 307 | 2,684 | 1,216 | 534 |
| 2020 | -3 | -1,520 | -1,797 | -8 | 21 | 233 | 4 | 280 | -121 | -491 | 863 | 214 | -2,327 | -1,111 | -338 |
| 2021 | -46 | -10 | 743 | 227 | 78 | 86 | 240 | 300 | -108 | -783 | -1,061 | 2,091 | 1,756 | 646 | 151 |
| 2022 | -1,984 | 3,402 | 2,140 | -1,979 | 712 | 830 | -1,491 | 35 | 2,184 | -754 | -310 | 5,595 | 8,379 | 9,025 | 1,708 |
| 2023 | -2,159 | -5,626 | 12,105 | -9,548 | 15,770 | -19,201 | 13,361 | -14,730 | 32 | 3,195 | 29,635 | -26,571 | -3,737 | 5,287 | 842 |
| 2024 | 10,504 | -12,764 | -126 | -2,387 | 2,901 | 445 |
Hypothetical results (PL) and hypothetical return on investment (ROI) per year. Hypothetical cumulative results (Cum PL) and hypothetical cumulative return on investment (Cum ROI).
| Year | PL | ROI | Cum PL | Cum ROI | ROI/Yr |
|---|---|---|---|---|---|
| 2017 | 321 | 1.6% | 321 | 1.6% | 1.6% |
| 2018 | -1,788 | -8.9% | -1,468 | -7.3% | -5.7% |
| 2019 | 2,684 | 13.4% | 1,216 | 6.1% | 2.7% |
| 2020 | -2,327 | -11.6% | -1,111 | -5.6% | -1.7% |
| 2021 | 1,756 | 8.8% | 646 | 3.2% | 0.8% |
| 2022 | 8,379 | 41.9% | 9,025 | 45.1% | 8.5% |
| 2023 | -3,737 | -18.7% | 5,287 | 26.4% | 4.2% |
| 2024 | -2,387 | -11.9% | 2,901 | 14.5% | 2.2% |
DividendPortfolio
Description
Not every share with a high dividend yield is a good choice. Shares with a relatively high dividend yield become an interesting investment if the companies concerned are making a profit again (or more), their share price is in an upward trend and they have increased the dividend. A system based on a model portfolio of 20,000 euros.
The shares which meet these conditions are a safe choice. In recent years, such a system has yielded a considerably higher return than the Dutch AEX-index.
The dividend to be paid in the future is of course uncertain, but most companies aim to pay out a stable dividend or slightly are increasing dividend payouts. In crisis situations, however, the dividend can be called into question. An illustrative and shocking example is Fortis, which cancelled the dividend payouts in 2008 (despite earlier firm denials by the board) and the stock price subsequently collapsed.
Nevertheless, it may be that a company maintains its dividend payments, despite a crisis. Until recently, a good example for many decades has been Royal Dutch Shell (RDS), which never reduced or passed the dividend in the existence of the oil and gas group. The dividend payments of the RDS have grown along with inflation for a long time. Until the Corona Crisis came into existence, which forced RDS to cut dividends for the first time in history.
It is recommended to read the classics of Geraldine Weiss “Dividends Don't Lie” and “The Dividend Connection”. In the English-language press, she is also well known as The Queen of Dividends. The starting point for participation in this portfolio is that you have an investment amount available of €20,000.
Your advantage:
- Optimization of trading moments.
- You will receive concrete signals.
- Better results through disciplined trading.
- Professional team of analysts.
- Position monitoring via SMS, e-mail and website.
Your advantage:
- DividendPortfolio takes all the work out of your hands;
- DividendPortfolio also makes it possible that you make profits when you're on the road or at work;
- DividendPortfolio responds to rising trends of 30 dividend shares with an above-average stable return.
Your ease:
In cooperation with Finodex.com, you can follow the portfolio very easily via Copy Trade.
Required Capital: 20,000 euros
Expected number of trades per month: 6 trades
Expected rate of return: 20
Expected risk: -20 %
Is it manual or computer-controlled?
Manually
Performance Statistics
| 14.5% (2.2% per year) | |
| 2,901 | |
| 10,049 | |
| -7,148 | |
| 22,901 | |
| 20,000 | |
| - | |
| % | - |
| - | |
| - |
| 91 | |
| 34 (37%) | |
| 57 (63%) | |
| 3,543 | |
| -751 | |
| 32 | |
| 296 | |
| -125 | |
| 2,380 (100%) | |
| 2,380 | |
| 21-Sep-17 | |
| 28-Mar-24 |
Currency
- EUR
Trading frequency
- Monthly
Performance
per| Period | ROI (%) |
|---|---|
| Avg/year | +2.2% |
| 24M | +4.8% |
| 12M | +8.9% |
| 3M | -144.2% |
| YTD | -11.9% |
| Since Start | +12.2% |
Signal Provider: Beleggen.com
Harm van Wijk is a true investment expert who has been a guest of various programs on radio and TV, including EenVandaag, Netwerk, Rondom10, Radio 1, Radio 2, BNR, FinanceTelevision and Business Class.
He collaborates with SNS Bank, Binck, Alex, Citi, ING Bank and Lynx, among others, and writes for De Financiële Telegraaf, BeursPlaza and Beurs.nl.
After his studies, he ended up in the financial world and started to invest. He was previously responsible for setting up the investment sites of SNS Bank, responsible for marketing, sales and business development at BinckBank, he helped set up SNS FundCoach and the ABN Amro Turbo's and was the site manager of De Financiële Telegraaf.
He says about himself: "In the past few years, the internet bubble and the credit crisis have given me a lot of choice. Here too, if it does not kill you, it makes you stronger."
Through the website he helps (novice) investors to start and grow through courses, events, software and online community. Do you want a 7.4% - 20.6% return and thus create a safe financial future for yourself (and your family) or achieve other goals? Check out the free online training, or read his book in Succesfull Investing in 10 Steps to find out about his strategies.