What dividend stocks are in your portfolio? Looking for inspiration. The goal is to create a dividend-focused portfolio, whose returns I will channel into growth companies. I’ve already bought some Sampo.
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I’ve been adding Sampo, Nordea, Fortum, and Valmet to my 10-20 year portfolio. A bit of diversification across different areas, and they’ve been good dividend payers.
Edit: And the plan is to aggressively buy more of these whenever the opportunity arises over the years.
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Nordea is a bit of a concern due to regulation. Fortum is probably a must-buy and Valmet should be put on the watchlist!
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So that this thread doesn’t go exclusively to the Fortum/Sampo axis, here are a couple of stocks from my own portfolio from Stockholm.
Coor Service Management Holding AB
Cibus Nordic Real Estate AB
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In addition to the aforementioned, I have:
- Intrum,
- W.P. Carey,
- Altria,
- AT&T
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I own:
AT&T
Capman
Citycon
Kone
Nordea
Raisio
Sampo
Telia
Which I have bought as dividend stocks. I also own for example Kamux and Sievi, which pay dividends in addition to growth.
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In my portfolio, Sampo, Nordea, and Fortum are there purely for dividends. The overlap between Sampo and Nordea is well known, but in the near future, these companies are expected to separate, which should eliminate overlapping ownership. I expect the ECB’s dividend distribution guidance to be lifted soon. Wärtsilä falls into the same category in my portfolio. The dividend to be paid based on the 2020 results isn’t great, but I’d dare to expect it to improve over the years. I’m primarily eyeing TietoEvry for dividends, but I’ll continue to monitor it for now. I’m trying to gather companies for my dividend portfolio that have the potential for growing dividends over the years.
In addition to those, my portfolio also includes dividend-paying Kamux and Harvia, but from the perspective of someone who has solidly entered middle age, these are considered growth companies (even if they aren’t those >200% annual growth hype companies).
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Companies that pay higher dividends:
Sampo, Nordea, Fortum, NYMT, MFA, Wells Fargo, BP, Shell (when/if oil companies reinstate dividends)
Companies that pay lower dividends, which were not purchased for dividend reasons:
Maxar, Scorpio Tankers and Scandic (if/when it survives the pandemic)
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Would this one thread be enough for dividend companies? 
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Tokmanni also pays a pretty good dividend, as does Kesko. Aspo has also traditionally been a good dividend payer. For monthly dividends, I personally have Cibus.
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At first glance, the topic of dividend threads is the same, but the setup is different. This one is purely for those interested in dividends, while the other mentioned thread has a debate option. In my opinion, it can even clarify content distribution if these were two different threads. It separates two different discussion lines.
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Here’s a growth-oriented portfolio, to which I added a counterweight of a little over 10% in TietoEVRY and Kreate, which provide a 5-6% dividend yield at the current price. In my opinion, the most crucial factors are the sustainability of dividend payments and growth prospects; the yield percentage itself is secondary. Cash flow must first be in order so that sustainable dividends can be paid from it!
TietoEVRY, in my opinion, is cheaply valued, and the company has truly good prospects (growing sector and merger synergies). The financial targets for 2023, in addition to a growing dividend, are 5% revenue growth and 15% EBIT 
For me, the negative sentiment and news flow, which is plentiful for TietoEVRY, are a plus — in this respect, I seem to have a bit of a contrarian strategy 
It’s hard to say about Kreate, as even the 2020 figures are missing. The hope is that the company will reach its targets and be able to increase its dividend. The company has only been operating in its current form for three years and listed a month ago, so let’s watch and see how its journey on the stock exchange goes 
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Volvo and Boliden from next door are good 
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Dividend stocks Fortum, Sampo, Orion, Telia, though Telia is on the chopping block as soon as the price is right - I can’t be bothered to watch it for the next 10 years if I can put together the package.
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Sampo, Nordea, Fortum, Tieto, Telia. The latter developed the most weakly. In other words, popular stocks.
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To answer the original message, I no longer own dividend companies, but when I did, they included UPM, Fortum, 3M, Johnson & Johnson, AT&T… so nothing exotic, if dividend payers are exotic at all. My child’s portfolio still has UPM. My favorites of those are Fortum and UPM. A few words about both: Fortum has a strong brand and a future hydrogen opportunity. UPM, renewable fuels and innovative products. For example, a friend works for a company that manufactures cutlery from UPM’s bio-based plastic granules. The EU is banning plastic cutlery, but these bio-based ones are allowed.
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I’ve mainly built my portfolio out of dividend payers, and my goal is to live off dividend income in about ~20 years. I mostly buy from the US, because dividends are more predictable there and aren’t cut or left unpaid as readily as in Finland. 9 out of 13 of these are dividend aristocrats, meaning they’ve increased their dividends annually for at least 25 consecutive years.
My portfolio includes the following dividend payers:
-3M
-JNJ
-WPC
-Bank of Nova Scotia
-Realty Income
-SPG
-Aflac
-AT&T
-Abbvie
-MO
-Coca-cola
-Legget & Platt
-ADP
With the current portfolio, I should receive over 3600 USD/year in dividends. The portfolio is quite diversified, but dividends come into the account steadily every month.
Edit: Looking at the returns, it would have been significantly smarter for me to invest in the S&P 500 index; I’ve lost a lot to the index in 3-year returns. But most of these stocks are ones I can happily hold in my portfolio for even 30 years, as long as their dividend-paying ability remains. So, the portfolio has been built with a “buy & hold forever” mindset.
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Good names, some of them are the same and some that are not are under observation, only the technology is missing. As the best example from my own portfolio, for example, AVGO, which I would recommend researching and possibly adding “when the price is right”.
However, I would not call that very diversified yet, I have 20 names and intend to add 10 more to the mix.
Exactly the same plans for myself, about 20 years from retirement to a buy & hold strategy. However, I won’t get that many dividends yet, and I probably won’t catch up, at least not based on what I recall our salary differences being from the salary thread. However, I get a bonus by living in a debt-free apartment.
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Could this be a dividend stock that could also be called a hype stock because it’s also a hydrogen stock 
? It started paying dividends continuously back in 1907 and there’s no end in sight It would be nice to see a comparison of how Air Liquide’s dividends compare to, for example, Finnish Kone’s dividends
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Yep 
relating to the salary topic, as you yourself pondered in your answer - taxation effectively eats away at gross salary growth. The difference between €4500 gross and €3500 gross in net is only about €500, which is not impossible. It’s more effective to cut expenses, because a euro saved is a euro saved, while a euro earned as overtime is only ~€0.5 due to marginal taxation.
What’s the biggest weighting in your portfolio?
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