On the road to 100k worth of dividend stocks

Joined July 2024
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Welcome to my journey to owning 100k worth of quality dividend stocks. My portfolio is currently worth near $ 30.000 dollar consisting of stocks (1/3 EU stocks, 2/3 US) and 4% in ETFs covering the rise of India. I try to contribute as much as possible every month $$
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My portfolio has finally reached a point where I feel (very) comfortable in just letting it run. No, it will not have the highest returns, but I can sleep very well at night! 😴
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Sometimes I think people forget how a business needs to perform to justify a high valuation, they think the price will go up no matter what. $PLTR just delivered the most unbelievable quarter, which they NEED to justify current stock price. Very well played.
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Last night I managed to reach one of my major milestones for 2025: having $50k invested! Very happy to have reached this point, and I feel very comfortable with my current defensive (slightly boring 😉) dividend portfolio. Helped by the current USD/EUR.
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Weekly portfolio update 📊 BUY: 1.38 x $PEP @ $ 129.50 1.00 x $JNJ @ $ 147.50 1.50 x $ARCAD @ € 46.19 SELL: -
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My portfolio NL-EU: NN 7.6% VOPAK 5.6% BRNL 4.4% AHOLD 4.1% ASR 3.4% BAM 3.3% APERAM 3.1% KPN 1.5% WHA 1.0% ARCAD 0.7% US: SNA 8.0% DOX 5.9% V 5.8% HPQ 5.8% VICI 4.7% ITRN 4.2% O 4.1% JNJ 4.1% PEP 4.0% OGN 3.1% QCOM 2.4% TGT 2.3% ELV 1.8% AMAT 1.6% LLY 1.4% ETF TDIV 6.3%
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Most recent change: sold my entire $MDLZ position and distributed it into $PEP $JNJ $TGT and $QCOM.
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Dividend Dean retweeted
💡4 Undervalued Dividend Aristocrats💡 These are companies in the S&P 500 that have increased dividends for at least 25 straight years. 1. Pepsi $PEP (3.75% Yield) Pepsi is actually a dividend king. Pepsi has a 65% payout ratio. The P/E is down to 17. Valuation looks below 👇
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Sold my positions in $CSCO and $SIRI and added the funds to 2 new positions: $HPQ $AMAT
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Wow, my current best holding (%-wise) Ituran $ITRN just announced a 25% increase in dividends for this year. I'm up 60% on this one in the last 4 months, and if it keeps growing their FCF and dividends like this, I'm in for the long run.
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Recent annual dividend growth of stocks in my portfolio: $ELV 5% $KPN 5% $DOX 10% $CSCO 3% $AD.AS 6.7% $BAMNL.AS 25% $VPK.AS 6.6% $NN.AS 8% $ASRNL.AS 8% Pretty happy so far this year! 🤩
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Koninklijke BAM Groep $BAM.AS announces a 25% increase in dividends this year. I'm here for it!
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Calculated my net dividend of my current portfolio (excl. dividend from positions I've sold during the year) and it is steadily growing 🥳 I think most of these are VERY safe and I expect them to grow over the next decade.
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Dividend Dean retweeted
26 Dec 2024
BEAST GAME EPISODE 3 IS OUT NOW! To celebrate, I'm giving away $100,000 total to 10 random people who like and retweet this post! Go watch it here: amazon.com/beastgames
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Today’s buys: 3 x $VPK.AS 3 x $NN.AS Slowly but steady.
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My biggest holding keeps delivering! 💪
Snap-On $SNA has hiked their dividend by a OUTSTANDING 15.1%! This raises their quarterly dividend from $1.86/share to $2.14/share. Snap-On shareholders how are we feeling?? 🤔
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Came across my largest holding $SNA in my little hometown in the Netherlands (20k population). You know it’s a solid stock when you see your brand in your own neighborhood.
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My largest holding $SNA releasing quality results in Q3. 7% up today and and 18% up since I bought last May. With plenty of Free Cash Flow, buybacks and huge dividend growth my personal favorite stock.
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$SIRI up almost 10% today. It’s turning in one of my best US position 🤩
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Dividend Dean retweeted
5⃣ 5 Safe Dividend Stocks📢 5⃣ Here are 5 stocks which I rate very safe 1. Snap-On Incorpated $SNA (2.63% yield) Dividend 5Y CAGR 14,43% and Payout Ratio of just 36%. With growing FCF and at a fair valuation a must-have in every dividend portfolio.
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3. Visa $V (0,73% yield) This company is known for it's VERY wide moat. This results in Dividend 5Y CAGR 15,77% Unlevered FCF 5Y CAGR 11,13% Revenue 5Y CAGR almost 10% ROIC 5YR AVG 21,46%(!) With a Payout ratio of 22% and a Forward P/E of 26? Yes please.
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4. UnitedHealth Group Incorporated $UNH (1,46% yield) Not the highest of yields, but with dividend growth 5Y CAGR of 15,41% you don't have to wait very long. With a payout ratio of 50% there's still room to grow. Currently not very cheap, but safe dividends nonetheless.
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5. Waste Management $WM (1,47% yield) This garbage stock can be the most boring stock you'll ever own. Steady revenue growth of 6,51% 5Y CAGR. Dividend 5Y CAGR 8,21% and a Payout ratio of just 45%
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