My Current Portfolio

My portfolio consists of real estate, consumer goods, recruiting, banks and online gambling. My main criteria when choosing my investments is solid growing dividends. I've set a goal to at least increase my dividends by 20% each year. 15% growth is a requirement, whereas the 20% growth is something I'm striving towards. To do this I have 3 sources of capital: dividends, adding new cash into my portfolio from my savings, and adding more leverage. Leverage is something I'm using consistently by the way. I'm paying 1.75% in interest for my current loan, and I use my stocks as collateral. The dividends I receive from each of my stocks are far greater than the interest rate I pay for the loan, that's why I use leverage over time. Yield on Cost for all of my stocks are between 3.5 to 6.5%.

Today I bought another 80 shares of Castellum. Making my total position in the stock 330. I'm planning to add a significant amount of shares during the next 12-24 months in Castellum. This is how my portfolio looks right now:

1030 H&M 

2550 Ratos 

500 Betsson 

500 Oriflame

1385 Mr Green

220 Swedbank 

510 SJR 

330 Castellum

642 HQ

Welcome to the world of Dividends

This blog will be covering mostly Swedish stocks, with good increasing dividends. Why not start with the extremely well managed real estate company Castellum. Castellum has raised their dividend every single year since 1997, with an annual growth rate of 7%. 

The total annual return in this company has been a whopping 15% since 1997. Their debt is also among the lowest in their industry, and has proved they can survive through rough times (the dot-com crash of 2001, and the financial turmoil of 2008). The stock price is up 782% since May 1997, when the company went public. This figure is not including all the dividends investors has gotten. Castellum can be compared to Realty Income (NYSE: O), because of the low risk and the good reward long term investors gets year after year.

The main focus on this blog is to inspire people to start investing in sound and prosperous companies, hence I will not be covering commodities, biotech, etc. since companies in these sectors tend to be extremely volatile and risky. Needless to say, Warren Buffett are one of my true heroes and I will try to write about companies on this blog that I'm sure Warren Buffett would have invested in if he was Swedish.