European Dividend Growth Investor
Licensed investment professional focused on European dividend equities across Euronext, LSE and Deutsche Börse; posts on earnings/dividends, sector trends and valuations.
VanEck’s New UCITS ETF Diversifies European Dividend Exposure
Just published: a quick take on VanEck’s new ex-US UCITS dividend ETF ( $TDVX ) 🇪🇺🌍 If you’re a European investor looking to reduce US concentration while keeping a focus on dividend growth, this one deserves a closer look. I break down: • the portfolio strategy • geographic exposure • risks and trade-offs • my take on it Read here: https://europeandgi.com/dividend-etf/best-ex-us-ucits-dividend-etf-diversify-away-from-the-us-with-vanecks-new-tdvx/
Colgate’s 63‑Year Dividend Streak Speaks Volumes
The best dividend charts don’t need explanation. They just go up. 📊 Colgate. 63 consecutive years. Chartporn Discl: no position
General Mills at 10‑Year Low: Opportunity or Value Trap?
General Mills ($GIS) is at a 10-year low. A stock that survived two World Wars, the Great Depression, the dot-com crash, a financial crisis, and a pandemic. 96 years of uninterrupted and growing dividends. So why would this time be different? Buying...
When Picks Run Dry, Dividend ETF Wins
I’m a stock picker, and that’s exactly why I respect $TDIV. When individual opportunities are scarce, a quality dividend ETF can be the smartest buy. $TDIV used to be too bank heavy for me. Now it owns many blue chip names I’d happily...
Sanofi's Dividend Streak Faces Dupixent Patent Cliff
A few weeks ago I published my deep dive on 🇫🇷 Sanofi $EPA:SAN 32 consecutive years of dividend growth. A true European Dividend Aristocrat 💪 Currently their main blockbuster Dupixent accounts for 36% of revenue, and compound patent protection expires in 2031....
European Dividend Investors Often Just Ride Currency Risk
One thing that makes Dividend Growth Investing as a European person interesting: you're often managing two currencies at once 🇪🇺🇺🇸 My portfolio is roughly split between EUR and USD payers. $AMS:SHELL, $ETR:ALV, $BME:IBE on one side. $XOM, $JNJ, $ABBV on the...
Consistent Quality Investing Turns Dividends Into Freedom
In 2014 I started investing with almost nothing. Today my dividends cover 85% of my monthly expenses. Not because I picked the right stocks at the right time. Because I kept buying quality businesses and let the compounding do its work. Year 1 felt...
10 Essential Podcast Episodes for Beginner Dividend Growth Investors
Everyone starts somewhere. If you are new to dividend growth investing, these 10 episodes are the perfect starting point. 🔗 https://europeandgi.com/how-to/dividend-growth-investing-for-beginners-10-podcast-episodes-to-listen-to-first/
EVO Slashes Dividend to Zero, Prompting Portfolio Rethink
Evolution Gaming cuts dividend to 0. Niks, nada. Not a surprise after the annual earnings and their comms. Will need to reconsider what to do with my position 🤔 Discl: I own shares in $EVO
2025 Portfolio Review: Hits, Misses, and Dollar Lessons
My annual portfolio review is one of my most read posts of the year. The 2025 edition is now live 📊 Did I hit my goals? 👉 The Good, The Bad and The Dollar 😉 Check it out here: 🔗 https://europeandgi.com/inspiration/2025-dividend-portfolio-review-the-good-the-bad-and-the-dollar/ Share ⏩ &...
Finding Solid Dividend Growth Stocks in US & Europe
We went back to basics on the latest DividendTalk by covering how to find solid dividend growth stocks in both the US and the Europe. Worth a listen if you're building your watchlist 🙌 Tune in here: 🔗 https://open.spotify.com/episode/30VKC7ETTzOBI65Lfl5dnD?si=OtYzweq5RrKPJUEyQi876A Feel...
NN Group Boosts 2025 Dividend by 13%
Ka-Boom💥💥 Dutch insurer NN group hikes the total 2025 dividend by 13% 🎉 Discl: long $NN.AS ChartPorn