Dividends

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Listed Swiss Property Fund List – Overview

For a client I recently compiled the following list of Swiss Property Funds; Available as XLS and Immofonds PDF for download. Name ISIN Marktkapit. In Mio. CHF * Ausschüttungs-rendite (%) Anlagefonds Agio Grundbesitz Kurs 30.04.17 UBS Swiss Sima CH0014420878 7’787.00 2.9 Gemischt 30.4 Indirekt 112 CS 1A Immo PK CH0008443035 3’959.00 3.5 Gemischt 24.9 Direkt 1500 CS Ref Siat CH0012913700 3’163.40 2.6 Wohnen 44.6 Indirekt 204.9 CS Ref Livingplus CH0031069328 2’857.00 2.4…

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Julius Baer Structured Products & Dividend Games Very Profitable, Only in H1 Always

I find it rather interesting that dividend income from trading portfolios (CHF 180m, 121.9) and net trading losses on equity instruments (CHF 126m ; CHF 104m) only happen during the swiss dividend paying season. The profit margin between the dividend income on trading portfolios and the equity losses on trading are 15-30%. As a sidenote: withholding tax is 35%. Also: Dividends in Switzerland are mainly in H1. The dividend trading income…


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Why Value Investing is a Good Choice for Your Nerves

The chart above illustrates very well, why value investing is a superior way of investing long term. For example the Global Value Fund (Tweedy, Browne) has been able to outperform in down and normal markets (left, center) and only underperformed in strong markets (right). When M&A gets heated you’ll be feeling pain, potentially, with a value investing portfolio or fund. But when the rainy days do come, you’ll have the…


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Schweizer Aktien nach Dividendenrendite 2015 sortiert

Nachfolgend eine Liste der Schweizer Mid&Small Cap (mittel- und kleinkapitalisierten)  Aktien nach Dividendenrendite 2015 sortiert. PDF Dividendenrendite zum Download für Schweizer Aktien Firmenname Divrend. CHF 2015 Datum Div Ticker Kurs 17.11.15 1 CONZZETA N 7.75% 50.00 05.05.15 CON 645.00 2 SWISS RE N 7.51% 7.25 23.04.15 SREN 96.60 3 INTERSPORT N 7.08% 3.40 04.02.15 IHSN 48.00 4 WALTER MEIER N 6.93% 2.50 27.03.15 WMN 36.10 5 BELLEVUE GROUP N 6.76% 1.00…


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Value & Dividends – Criteria for Filtering Dividend Paying Stocks

If you’re looking for dividend paying equities it’s important to filter the possible candidates by one or , more likely, several criteria. Here I list some such criteria for choosing dividend paying stocks. debt / equity ratio  or gearing should be no more than 1 (=100%) net debt no more than 2.5x EBITDA (operating profit) free cash flow (FCF) should be higher than the paid dividend (as the companys’ substance…


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BNP Switzerland Advertising: 325% Participation on Dividendstocks (Dividend Pearls)

BNP_Outperformance two pager v5 – DE This ad was published on the cash.ch website today. The ad leads to the website http://www.bnpparibasmarkets.ch/DE/Showpage.aspx?pageID=601   What surprised me was this payoff diagramm published in the two-pager for the 325% product. What the investor needs to understand with this type of product: BNP will use the dividends to buy calls. This means that in a down market or one with sinking volatility, the…


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High Yielding Swiss Dividend Stocks (SMI and below Mid & Small Cap) – Top 20

Often prospects will enquire about what ideas I have for investments; one of the first places I look is in the dividend yield list. Then liquidity and free float to eliminate unattractive companies. Company Yield % Historic % Ex-Date Swiss Re 8,1 8,08 27.04.2015 Zurich 5,5 5,47 09.04.2015 UBS 4,4 2,89 13.05.2015 Swisscom 4,0 3,99 15.04.2015 Transocean 3,6 3,11 18.03.2015 SGS 3,5 3,51 18.03.2015 Syngenta 3,3 3,33 05.05.2015 Roche 3,1…


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Swiss Dividend Stocks – Large Cap; Holdings

The equities listed are among favorites for investors looking to invest in large cap dividend stocks in Switzerland. I personally prefer selecting equities from the Swiss Small Cap universe. There are some companies that are traded with a discount to their dividend value I use for client portfolios. Contact me via the company website form or post for a list. Example from the ishares Swiss Dividend Fund (CHDVD) Dividend Basket…


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ECB Balance Sheet; Correlation of Gold Price and ETF Volume; Dividend Impact vs Price Return Graph

The two graphs below show nicely why the ECB was the odd one out in the recent central bank balance sheet expansion effort to inflate all problems away. The gold price and the boom of the ETF market for commodities simulataneously came to a climax. Many market participants now believe USD 1000 level will be tested which currently works out as a 20% drop. The chart of the dax –…


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Copycat Investment Strategies: Example Tweedy Browne Value Portfolio Switzerland

Copycat Investment Strategies have been shown to be cheaper than investing in the real thing while at the same time capturing most if not all of the performance in the underlying holdings. You don’t pay the marketing expenses and expensive offices and analysts. As you know from the Aldi and Lidl concept, copying an original and selling it cheaper is good business for all those involved, as long as rules…