EP #11 - Our Top 5 Portfolio holdings

We started the show by sharing our news of the week.

European DGI shares his reflection on United Airlines which considers to lay-off 2850 pilots if the US government doesn’t provide additional aid. eDGI is quite explicit in his opinion on this topic and criticizes the lack of leadership from their board of directors. Are airline stocks the new bankers?

https://cnb.cx/2D8xsBZ

EMF shares his reflection on the fact that Exxon Mobil dropped from the Dow Jones Index after 92 years! He also briefly touches on the topic of ethical investing and what it means for a company like Exxon.

https://bit.ly/2EBKM2C

Last but not least, EMF also shares his reflection on a recent blog post from Wealth Accumulated regarding inflation. What could this mean for our portfolio. Should we be in growth stocks, bonds or value stocks?

https://bit.ly/3jigals

Main Topic:

EMF discusses his top 5 portfolio holdings. He was a bit surprised by the amount of AT&T in his portfolio compared to the other holdings. He has also a high dependency on their dividend when looking at the total portfolio dividend income. For now it’s actually fine, because he’s still in the accumulation phase.

eDGI also discusses his portfolio holdings. His top 5 has both Microsoft and Apple in there. He didn’t invest a lot of capital into both stocks, but the recent tech rally just inflated his positions in both of them. It is also interesting to see that his top 5 of portfolio holdings by gross dividend income look almost entirely different. He briefly reflects on how he feels about it and he also shares his story about how he’s dealing with Omega Healthcare Investors.

Listener Questions:

We also addressed two listener questions.

Michael Griffin - How to recoup taxes from the french government for Danone?

You need to fill in a Form 5000 to confirm your residence status: http://www.ambafrance-uk.org/IMG/pdf_...

After that you can fill in the Form 5001 to get your withholding tax back: http://www.ambafrance-uk.org/IMG/pdf_...

Călin Ciurariu: what’s your thoughts on Inditex (parent of Zara/Bershka) and BMW?

Last but not least, we both shared our stock pick of the week. eDGI suggested to start buying a few shares every week in the spirit of Ian Lopuch and Dapper Dividends.

Enjoy the show and we're looking forward to your feedback in the comment section.

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At your service,

- Engineer My Freedom -🕊 https://twitter.com/EMF_01

- European Dividend Growth Investor - 🕊 https://twitter.com/European_DGI

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