
On this page we are going to show you our portfolio with data in real time, with all the securities we have in our portfolio with their percentages, and the occasional graph (by types of companies and sectors).
DGI portfolio
The DGI strategy (Dividend Growth Investing) or what is the same, investing in increasing dividend stocks is a way of obtaining increasing income each year just by keeping the shares in your portfolio.
Sigue la evolución de nuestra cartera (creada en 2018) con datos actualizados tanto por valores como por tipo de empresas.
Es una cartera a largo plazo enfocada en el dividendo creciente, a día de tenemos valores del mercado español (Ibex 35, e Ibex medium) y del mercado americano (NYSE y NASDAQ), por ello, podemos decir que nuestro portafolio está diversificada geográficamente y en dos monedas distintas.
Note: Not all companies comply with the increasing dividend strategy, we are still in the formation phase (we are not very concerned at the moment).
The countries in which we are investing are Spain, Canada, the United States and the United Kingdom.
Invested capital in each business
Currently our portfolio is made up of forty-one securities (one Spanish company and thirty-nine American).
🇪🇸 Spain stocks
These are the Spanish shares that we have in our portfolio (in euros):
- ENG (Enagas)
🇺🇸 United States stocks
These are the American shares that we have in our portfolio (in US dollars):
- APPL (Apple)
- ABBV (Abbvie)
- AGNC (AGNC Investment)
- BTI (British American Tobacco)
- CL (Colgate-Palmolive)
- CLX (Clorox)
- ECC (Eagle Credit Company)
- ENB (Enbridge)
- GIS (General Mills)
- GLAD (Gladstone Capital)
- IBM (International Business Machines)
- IRM (Iron Mountain)
- JNJ (Johnson & Johnson)
- K (Kellogg’s)
- KHC (Kraft Heinz)
- KMB (Kimberly-Clark)
- KO (The Coca-Cola Company)
- MAIN (Main Street Capital)
- MCD (McDonald’s)
- MDLZ (Mondelēz International)
- MDT (Medtronic)
- MMM (3M)
- MO (Altria Group)
- MSFT (Microsoft)
- NHI (National Health Investors)
- NLY (Annaly Capital Management)
- O (Realty Income Corporation)
- OHI (Omega Healthcare Investors)
- PEP (Pepsico)
- PFE (Pfizer)
- PG (Procter & Gamble)
- PM (Philip Morris International)
- QSR (Restaurant Brands International)
- SBUX (Starbucks)
- T (American Telephone and Telegraph)
- TROW (T Rowe Price)
- UL (Unilever)
- VZ (Verizon)
- WBA (Walgreens Boots Alliance)
Portfolio chart
Below you can see a graph with our entire portfolio / portfolio (real time data).
Note: the graph is weighted in euros, that is, the American values are converted to euros to compose the graph.
By industry
The companies in our portfolio of securities belong to the following industries:
- Bebidas
- Biotecnología
- Conglomerados industriales
- Equipos y suministros sanitarios
- Grupos de inversión en activos inmobiliarios de capital (REIT)
- Hardware tecnológico, almacenamiento y periféricos
- Hoteles, restaurantes y ocio
- Mercados de capital
- Petróleo, gas y combustibles consumibles
- Productos alimenticios
- Productos farmacéuticos
- Productos para el hogar
- Productos personales
- Seguros
- Servicios diversificados de telecomunicaciones
- Servicios financieros diversificados
- Servicios informáticos
- Software
- Suministro de gas natural
- Tabaco
- Venta al por menor de alimentos y productos básicos
By sectors
The companies we have belong to the following sectors:
- Consumo discrecional
- Energía
- Financiero
- Industriales
- Inmobiliaria
- Productos de primera necesidad
- Salud
- Servicios de comunicación
- Suministros
- Tecnología de la información
The broker
According to Wikipedia, the broker is an individual or institution that arranges transactions between a buyer and a seller in certain sectors in exchange for a commission when the operation is executed.
We are currently using the ING Direct Broker for Spanish shares, and Interactive Broker (the broker with the lowest commissions in the market and with more years of experience) for American shares.
Our portfolio evolution
If you want to consult the evolution of our values in more detail, you have a monthly summary with all the detailed movements (purchase and sale operations, dividend collection, premium payment…).
Finally, you can also check all the dividends generated with our stock portfolio.