Polliesdividend

Update of Pollies Freedom Fund

Another month has passed and another month to look back on.  I hope another month closer to Financial Freedom. Let’s see what August brought us.

This month I purchased a small amount of a new company. In the beginning of the month I re-allocate some assets form my savings account to my brokers account. I did my analysis and read a number of articles and bought 24 stocks of Aflac. Read my analysis Pollie-style here.

With the purchase of Aflac my diversification is on-route. The financial sector is now also present in Pollies Freedom Fund.

This month only three stocks were down from last month: MCD, T, ARCP.

But I think all three will gain new momentum in the coming months. Ofcourse there is a risk for MCD from the development in Russia / Ukraine. But it still remains a great stock with a hell of a track record. And plenty of room for growth.
At this moment I own 10 different companies.

Goals

Let’s take a look at my goals I set for 2014.

  • Save 25% of my income on average
    I’m well on my way. At this moment my average saving percentage is nearly 25%. I’ll reach my goal on this one.
  • At least € 15,000.- on my personal savings account.
    This goal I’ll reach. With 4 more months to go and just € 500.- short, this will not be a problem.
  • Invest in total of € 1,500.- in new stocks
    Till this date I put € 1,000.- of new cash in my brokers account. So I’m not there yet. Let’s pick up the pace in the last couple of months
  • Receive € 1,200,- of dividend during the year 2014
    As you can read on my Dividend Income page, I received a total of €653.- till the month of august. And if I summarize my future dividend for 2014 the prognoses is I receive € 1,050.- of dividend in 2014. So a little bit short of my goal.

My total portfolio value at the end of August is $41,118 which is an increase of 3.26% over last month July (€ 39,886). Part of the gain came due to market lift off and the other part due to a stronger Dollar against the Euro

Thanks for reading!

Cheers,

Pollie

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6 thoughts on “Update of Pollies Freedom Fund

  1. Dividend Diplomats

    Pollie,

    Congrats on the purchase of AFL this month. I alsopulled the trigger and purchased some shares. It is a great company that is a staple among the dividend growth community. I think we did very well with this purchase! I also own the three stocks that you mentioned were down, so I want the stocks to stay down for the short term so I can receive more shares via DRIP. All three are great companies and should rebound in the long term, so I am not too concerned about their LT prospects.

    Great progress with you goals. The dividend income will come and get to your mark one day. You are hitting your important goals by reaching your ssavings targets (at least in my opinion). Hopefully you can hit those goals soon, set new goals, and free up some more capital for increasing our dividend income! But if not, you are killing it!
    Keep up the great work!

    Bert, One of the Dividend Diplomats

    1. polliesdividend Post author

      Hello Bert,

      Thanks for your kind words.
      AFL is a great stock,mi agree with you.
      And yes I own most, if not all my stocks, for the long term. So I’m not worried by a small dip. I only see opportunities. 😉

      I set my goals so they are not that easy to reach.
      And yes the most important ones are those goals about saving. It starts with saving money.
      I have a little snowball now, but it is starting to roll.
      Thanks for your comment. And keep writing your good blogpost with Lanny.
      Cheers,
      Pollie

  2. johnorford

    I am a bit bearish when it comes to MCD’s dividend yield.

    The current 3.5% will probably drop to 2.5% pa over the next year or so.

    http://www.idivs.org/ticker/MCD/year/2014/month/9/day/1/preliminary/false

    I also see AFL’s dropping under 2% over the next year

    http://www.idivs.org/ticker/AFL/year/2014/month/9/day/1/preliminary/false

    Sorry for the negativity!

    On the plus side ARCP and T look steady:

    http://www.idivs.org/ticker/ARCP/year/2014/month/9/day/1/preliminary/false
    http://www.idivs.org/ticker/T/year/2014/month/9/day/1/preliminary/false

    1. polliesdividend Post author

      Hello john,

      Thanks for stopping by and taking the time to write a comment. I really appreciate it!
      You have another view on some of the stocks. That’s not a problem. I’m glad you share your view with me. By reading and sharing different views on stocks it makes it easier to analysis companies. Because when i analyze i want to look at a company from all different kind of angles. So thank you for sharing your view.
      I’ll be reading them in the next few days.
      Cheers,
      Pollie

  3. DivHut

    Thanks for sharing your recent update with us. Looks like some nice dividend income is coming your way. I also like AFL for a long time. It is my largest holding in my portfolio and I still might add some more this month as well. Keep up the good work and look forward to your next update.

    1. polliesdividend Post author

      Hello DivHut,

      Thanks for stopping by. I appreciate it!
      My dividend income is going somewhere now. After rearranging my portfolio in the beginning of this year, the dividend snowball is on the way.
      Thanks for your positive words!
      Cheers,
      Pollie

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