Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
EMF
My Portfolio
It may not be the best portfolio in the world but it is helping me to generate income to reach financial freedom. To make it easier I have split my US and European Portfolios. Let me know what you think?
Projected Annual Dividend Income
7.51%
of Target Dividends
Portfolio Summary
Largest Sector
Consumer Staples – 33.41%
Largest Dividend
Flow Traders – 14.36%
Largest Holding
Ahold Delhaize – 9.02%
Portfolio Yield
4.71%
US Portfolio
| Stock | Ticker | Sector | Shares | Div/Share | YOC | Est Div Income | Portfolio Weight | Dividend Weight |
|---|---|---|---|---|---|---|---|---|
| 3M Co | MMM | Industrials | 9 | $5.92 | 3.80% | $53.28 | 3.83% | 2.75% |
| Johnson & Johnson | JNJ | Health Care | 14 | $4.24 | 3.24% | $59.36 | 4.99% | 3.07% |
| Microsoft Corporation | MSFT | Information Technology | 11 | $2.24 | 1.03% | $24.64 | 6.50% | 1.27% |
| AbbVie Inc | ABBV | Health Care | 20 | $5.20 | 5.59% | $104.00 | 4.91% | 5.38% |
| Texas Instruments Incorporated | TXN | Information Technology | 2 | $4.08 | 2.17% | $8.16 | 0.79% | 0.42% |
| Realty Income Corp | O | REIT | 51 | $2.82 | 4.40% | $143.82 | 7.58% | 7.43% |
| AT&T Inc. | T | Communication Services | 100 | $2.08 | 5.81% | $208.00 | 5.91% | 10.75% |
| Walgreens Boots Alliance Inc | WBA | Consumer Staples | 60 | $1.87 | 4.62% | $112.20 | 5.85% | 5.80% |
| Verizon Communications Inc. | VZ | Communication Services | 10 | $2.51 | 4.50% | $25.10 | 1.18% | 1.30% |
| AFLAC Incorporated | AFL | Financials | 35 | $1.32 | 2.55% | $46.20 | 3.92% | 2.39% |
| British American Tobacco PLC | BTI | Consumer Staples | 30 | $2.98 | 8.27% | $89.40 | 2.37% | 4.62% |
| Altria Group Inc | MO | Consumer Staples | 100 | $3.44 | 6.92% | $344.00 | 9.99% | 17.78% |
EU Portfolio
| Stock | Ticker | Sector | Shares | Div/Share | YOC | Est Div Income | Portfolio Weight | Dividend Weight |
|---|---|---|---|---|---|---|---|---|
| Danone SA | BN | Consumer Staples | 46 | € 2.10 | 4.01% | € 96.60 | 6.71% | 5.88% |
| Unilever plc | AMS:UNA | Consumer Staples | 100 | € 1.71 | 3.46% | € 170.72 | 12.46% | 10.40% |
| Koninklijke Ahold Delhaize NV | AMS:AD | Consumer Staples | 50 | € 0.90 | 3.86% | € 45.00 | 3.14% | 2.74% |
| Royal Dutch Shell Plc | AMS:RDSA | Energy | 200 | € 0.55 | 3.84% | € 110.00 | 7.85% | 6.70% |
| Bayer AG | ETR:BAYN | Health Care | 3 | € 2.00 | 3.74% | € 6.00 | 0.38% | 0.37% |
| Vonovia SE | ETR:VNA | REIT | 40 | € 1.57 | 3.06% | € 62.80 | 5.75% | 3.82% |
| Red Electrica Corporacion SA | BME:REE | Utilities | 100 | € 1.02 | 6.29% | € 102.00 | 3.91% | 6.21% |
| Glanbia plc | LON:GLB | Consumer Staples | 40 | € 0.27 | 2.17% | € 10.80 | 1.43% | 0.66% |
Sector Allocation
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Time to Reach FI
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