News & Insights #33
Video tutorials and more Excel sheets *** Upcoming double digit % dividend stocks *** Another Dollar trading for Pennies *** And more
Intro
Besides the usual work on individual companies, I have been updating jaminvest.substack.com with some (hopefully) useful things.
The updated Stock/Company list, providing an overview of the key content and alphabetical lists of many stocks mentioned on jaminvest.
The updated Portfolio (f🔐: Founder subscription).
I was pretty pleased with the 6% dividend income measured over the 2023 closing balance. With increased share prices, and heavily reduced exposure to Tankers this year’s dividend yield will likely drop to slightly below 5%, while the absolute dividend income will likely fall only slightly.
In an upcoming portfolio post I will provide more details on the dividend breakdown, and I will disclose two positions that seem to offer 10%+ dividend yields going forward, in part due to their recent stock price corrections.
Tutorials; Some of you wanted some ideas on how to set-up Excel sheets to monitor and analyse stock investments. I do not think I will ‘push’ these video posts to your inbox, but they are available on the website. As always, you can easily turn these messages on/of at jaminvest.substack.com/account.
The first 2 video posts are now online. The first one explains how to import stock data in Excel. This does require a Microsoft 365 subscription.
The second post explains how to use that imported stock data in a portfolio.
I intend to do a few more of these, amongst others about how I set-up a basic financial model. The video posts include downloadable (is that a proper word?) Excel files.
A new navigation tab; Tools, containing Tutorials, financial models, et cetera. I am aware that I have not posted too many financial models yet. Let’s fix that!
This edition
This edition includes some noteworthy news from the past two weeks, and one new Dollar trading for Pennies in Hong Kong. Not a great business, not very liquid, and not widely available with the brokers, but the market cap is covered more than twice over by Financial Assets Value (FAV). One for the true diehard value fans.
