EP #217 | Q3 Dividend Portfolio Review | The only way is UP! 📈
Dividend Talk19 Okt 2024

EP #217 | Q3 Dividend Portfolio Review | The only way is UP! 📈

Welcome to Episode 217 of the Dividend Talk Podcast! In this episode, Derek and the European Dividend Growth Investor (EDGI) discuss their third-quarter dividend portfolio performance, recent stock purchases, and some key earnings reports.

Timestamps

00:00 - Intro & Quick Market Recap

02:00 - ECB Rate Cuts & Impact on Mortgages

07:00 - Derek’s €100K Milestone

10:30 - EDGI's Dividend Portfolio Grows by 29%!

16:00 - Recent Stock Purchases: Brookfield Asset Management (BAM) & BAE Systems (BA.L)

18:00 - Earnings Highlights: ASML (ASML), Johnson & Johnson (JNJ)

30:00 - Listener Questions

- Trading 212 Debit Card: Good for Dividend Investors?

- Taxes on Dividends in Belgium & Sweden

- Paddleball & Pickleball: Growing Sports, Growing Industries?

50:00 - Target (TGT), Diageo (DGE.L), Pernod Ricard (RI) Discussion

If you enjoy this episode, don't forget to like, subscribe, and hit the notification bell for more dividend growth investing content!

---

Companies & Tickers Mentioned

- ASR Nederland (ASRNL)

- Paychex (PAYX)

- Evolution Gaming (EVO)

- Brookfield Asset Management (BAM)

- BAE Systems (BA.L)

- ASML Holding NV (ASML)

- Johnson & Johnson (JNJ)

- Target (TGT)

- Diageo (DGE.L)

- Pernod Ricard (RI)

- Ahold Delhaize (AD.AS)

Thanks for listening! Let us know your thoughts in the comments and feel free to ask any questions for future episode

Det hÀr avsnittet Àr hÀmtat frÄn ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehÄlla reklam.

Avsnitt(303)

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...

27 Juni 1h 2min

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey đŸ„‚

EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey đŸ„‚

Episode 300. We made it 🎉This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.We were joined by two...

13 Juni 1h 45min

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299

In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt),...

6 Juni 1h 6min

Dividend Investing When Market Valuations Are High | Eps 298

Dividend Investing When Market Valuations Are High | Eps 298

May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels ex...

30 Maj 58min

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Hea...

24 Maj 1h 12min

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?

With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full st...

16 Maj 1h 5min

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shel...

10 Maj 1h 1min

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294

We break down a "full-packed session" of earnings and acquisitions.Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/B...

2 Maj 1h 10min

PopulÀrt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-borsens-finest
uppgang-och-fall
svd-tech-brief
rss-svart-marknad
lastbilspodden
rss-inga-dumma-fragor-om-pengar
bathina-en-podcast
rss-dagen-med-di
avanzapodden
borsmorgon
fill-or-kill
24fragor
dynastin
rss-veckans-trade
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
rss-kort-lang-analyspodden-fran-di