Tuesday, July 9, 2019

月月派息系列 - Realty Income (O)

月月派息系列 - Realty Income (O)

原來對上一次月月有息收系列己經是4月
實在太懶了

今次研究的是Realty Income (O) https://www.realtyincome.com/Home/default.aspx
Realty Income Corporation創立於1969年,總部位於加州的埃斯孔迪多,是一家公開上市買賣不動產投資信託公司。公司在美國投資商業不動產。

Realty Income歷史,1969年成立至今
2015年時成為標普500 成份股,以及高息貴族股
要成為高息貴族股,要連續25年增加派息,這個絕對唔易
25年來每月派息,每年還有增加
那每年收到的息就會增多
不單可以享受股價增高的好處,
還有增加現金派息落袋


TRACK RECORD





  • 1969: Realty Income founded by William and Joan Clark
  • 1994: Began trading on the New York Stock Exchange under the ticker symbol “O”
  • 1996: Received investment-grade credit ratings from Moody’s Investors Service, Standard and Poor’s Rating Agency and Fitch Ratings
  • 2007: Added to the Standard and Poor’s MidCap Index
  • 2011: Completed $1.0 billion in annual property acquisitions for first time
  • 2013: Cited on Forbes.com as one of “America’s 100 Most Trustworthy Companies” based on corporate governance scores
  • 2013: Closed acquisition of American Realty Capital Trust for $3.2 billion
  • 2014: Surpassed $3.0 billion in common stock dividends paid to shareholders. Celebrated 20th anniversary of our listing on the New York Stock Exchange
  • 2015: Added to the S&P High Yield Dividend Aristocrats® index. Added to the S&P 500 index
  • 2016: Surpassed $1.0 billion in annual rental revenue
  • 2017: Credit rating upgraded to "A3" by Moody's Investors Service
  • 2018: Credit rating upgraded to "A-" by Standard and Poor's Rating Agency
  • 2019: International expansion into the United Kingdom
睇返我最著重的派息
18年有幾個月輕微下跌,之後回升,且比之前派更多
19年6月又增加了派息





講完股息講股價
以下為股價一年,10 年,及1995 至今

一年股價,低位55左右,升到最高75左右,
高低波幅35%
如果KEEP住每月派0.227,一年股息2.724,但美股要扣30%稅
現價70.11,股息率3.88%,但扣稅後只剩下2.7%
對我來說,收息落袋要有5%才值得買
若要有5%息 即$54 (未扣稅)
若扣稅後想有5%息,股價要跌到37.8,好像無乜可能
現價有點貴
我SET左65 先買一注看看




10年


1995至今


簡單財務表
就咁睇數據都唔錯
唯一係股價己升得太高
先放入觀察名單等跌


x

11 comments:

  1. 好謝分享 想請問你用那個網站去睇 Dividends & Splits screenshot above ?

    ReplyDelete
    Replies
    1. MorningStar have the Dividends detail,
      https://www.morningstar.com/stocks/xnys/o/dividends

      Delete
  2. 我是投資初哥,o股現48. 幾,股息每月58. 幾,扣30%稅,再扣埋IB嘅佣金,唔知重有冇其他再扣,最後得返幾多%息,想請教條數點計?

    ReplyDelete
    Replies
    1. 3/20 收巿價47.42, 每月派0.233, 每會扣起30% 稅, 即你實收0.1631, 一年收1.9572
      息率4.1%

      Delete
  3. 3/20 收巿價47.42, 每月派0.233, 每會扣起30% 稅, 即你實收0.1631, 一年收1.9572
    息率4.1%

    IB 收息不收手續費, 只有買賣時才有佣金

    ReplyDelete
  4. 啱啱發現呢隻正野, 又啱啱大跌完, 可以入小小, 每個月都有錢, 好過買每月派息基金

    ReplyDelete