Hello again. Life has been busy for me lately….so no blog posts during that time. I was more than a week in Pennsylvania, USA for business. As you might know, everything is big in the USA…food dishes, houses, cars,…One day while walking to a restaurant with colleagues, I noticed this truck parked at the street.
How do you jump in a car like this? I guess you must be a tall person, right?
During my busy time @ work I gave some more thought to providing valuable content in the My Kids’ Portfolio update blog post. So going forward I will add also Market Sentiment and Sector Watch Screenshot as I always post a dividend update blogpost of my Kids portfolio at the end of each month. This will be complementary valuable information besides the content in my other dividend portfolio updates.
Market Sentiment and Sector Watch
Next global crash could come “with a vengeance”, central bankers have warned in a recent article. Risks building up in China and other emerging markets could trigger the next global financial crash, an influential group of central bankers has warned. More and more media coverage are published on social media with bankers warning for a stock market correction. I also read investors heading back into cash…emotional investing is a bad thing.
Let’s take a quick look at market sentiment. The market sentiment is still postive. As the market moves higher, investors get more and more fear for overvaluation. Emotions will start to take an impact on the investing behavior.
Let’s take a look at the Sector Watch. Here we look which sectors we should invest in.
You can see that the energy sector has been beaten up. Finance sector is rebounding. Healthcare and consumer goods are in an upward trend. So let’s take a closer look at three sectors.
Let’s take a look at XLE Energy sector. With a 6 month time frame, we see that you should have been invested in the tracker CRAK. All the other ETFs have been performing poor. If you are expecting a rebound of energy, now may be the moment to step in…
Some tickers are IYE, FENY, ENY,..
Let’s take a look at XLV Health Care sector. With a 6 month time frame, we see that you should have been invested in the tracker ARKG, XBI and BBC. The Health Care has been performing very well the last six months. Especially biotech stocks performed extremely well the last month.
Let’s take a look at XLY Consumer sector. With a 6 month time frame, we see that you should have been invested in the tracker CHIQ from the China consumer market. The second market was the tracker INCO following the India and Colombia consumer market. 
We hope this market review was useful. Next month we will compare and review other market sector or ETF opportunities.
Dividend Income Update
Now let’s take a look at the dividend income report of May 2017 for my kids’ portfolio!
Dividends received in May 2017
During the month of May 2017, we received 20,82$ dividend income. The dividend payout was 20,82 $ from a monthly paying stock. Nothing special this month
Portfolio analysis and Growth
We now have 315,02$ dividends received on a starting amount of 10.000 EURO AFTER 5 MONTHS. Here we converted the previous month dividend income in Euro amount to $ amount. The 2017 goal for my kids’ portfolio is to generate 600$ in the total year which equals to an investment return of 6%. We have now 53% ACHIEVED of our 2017 objective.
Going forward
We consider selling our current position in the Spanish bank as this won’t give us any dividend until March 2018. We can apply the cash for any opportunity going forward in case of a market correction. We do not want to fully 100% invested at this moment.
Good luck with your personal finance strategy for your kids! Thanks for reading.
Putting money on a savings account for your kids is NOT a strategy to make it grow!
Thanks for reading the blog post.We end with a quote as usual. This one we really like as it’s a formula to be successful. Good luck with growing your money !
No Comment
You can post first response comment.