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FLF: 2020 Review Quarter 1 And 2

Jul. 23, 2020 10:01 AM ET
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Forticus's Blog
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Portfolio Strategy, Dividend Investing, Value, Special Situations

Seeking Alpha Analyst Since 2016

Dividend Growth Investing since 2015 after some 20 years of speculative stock activities.

Part time sabatical since spring 2019 and part-timetraveler, working down my bucket list. The list is 35 years old with four out of seven projects completed. The remaining will take another 30 years. In the meantime ... let dividends do their job: grow.


  • Dividend income reached The Goal set for 2023: to fill the pension gap.
  • Update: The Pension Gap Model.
  • Freezers, cutters, suspenders plus a drifting currency exchange rate did impact.
  • New Goal: Increase dividends collected in dollars by 23%.


In the first quarter of 2020, dividend income reached both

an alltime high, and

The Goal set for one year after retiring: to cover 40% of household expenses.

In 2014, retirement was scheduled for 2023. Plan A was replaced by plan B in 2018. A major audit of the family‘s master plan retired us in 2019. Now, one year after retiring the fund is on track.

The portfolio‘s market value reached an alltime high mid of January. With Covid-19 the market finally got its long awaited chance to let off some steam. Market value of the fund mostly recovered by end of June.

Share buys in the first quarter projected an increase of dividends in the second quarter. Lowered outlooks in reponse to Covid-19 let to divdend freezes, cuts and supenses, plus a negative trend in currency exchange rates sent income to below the pension gap amount.

To read on, please get the PDF:


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Analyst's Disclosure: I am/we are long stocks as mentioned in this document, until not.

I am a retail investor. You are to free to try out the methods or stocks described in this document and you are free to blame yourself, if in consequence you go bankrupt.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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