Sneezing and dg investing has asked us how do you calculate organic dividend growth of your portfolio. I looked at my holdings let's say 31 December 2022 and then I will look at those holdings only and the dividend that it was generating. Based on that I know if my dividend has been organically growing so everything that is new bought I ignore in this calculation. We also talked about a 40% payout ratio based on earnings versus a variable dividend dependent on anoy.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!