Tuesday, April 23, 2019

Dividend raise: Kinder Morgan (+25%)

A few days ago KinderMorgan announced a dividend raise of 25%! Their quarterly dividend is increased from $0,20 tot $0,25 per share. Since I own 48 shares of KMI, my annual dividend income increases with roughly € 8,50 before taxes. That's a really nice dividend raise from KinderMorgan!






KMI have come a long way since their dividend cut in the beginning of 2016. The new dividend is still only half of what it used to be, but it seems they are on the right track.

In 2019 I received 11 dividend raises so far. My annual dividend income inceased by € 30 (before taxes). KMI's raise is by far the biggest, both in terms of %-increase but also with its impact on my annual dividend income. Let's keep 'em coming!

Do you have a position in KMI? What do you expect for the future of this company?

Thursday, April 18, 2019

Recent buy: Unilever

Earlier in April I bought 13 shares of Unilever (UNA) for € 51,69 per share. The total amount of money invested is € 671,97. Unilever currently pays an annual dividend of € 1,55 per share so with this purchase my yearly dividend income increases with € 17 after tax.









I already own 37 shares, so as of now I own 50 shares. The main reasons for my purchase are:

  • Unilever currently seems fairly valued (P/E of 15x)
  • Unilever is a stable company which has performed nicely since I am an owner (since July 2013).
  • I want to increase my Euro-denominated positions to reduce the impact of forex-changes on my portfolio.

With my monthly deposits and dividend income I expect to do another purchase in three months.

What do you think of my purchase of Unilever? Are you currently looking to open (or add) a position in Unilever?

Thursday, April 4, 2019

Dividend raise - Realty Income

Two weeks ago Realty Income (O) announced a raise in their monthly dividend from $0,2255 to $0,226. This raise adds a whopping € 0,13 to my annual dividend income. Ka-ching!


All jokes aside, Realty Income increases their dividend on more than one occasion each year, so hopefully there's more to come this year!

So far I received 10 dividend raises in 2019. These raises combined have added around € 22 to my forward annual dividend income. Of course I expect more raises during the rest of the year. I'll keep you updated!











Did you like the dividend raise of O? Do you consider selling because of the low dividend growth rate?

Monday, April 1, 2019

Dividend report - March 2019

It's time to give an update of the dividends I received last month. Ten companies decided to pay me a dividend for my ownership. Total dividends (after tax) are around €153. My highest amount ever! This is 17% more than last year.

You can see the breakdown in the table below.


The report shows all sorts of things! Firstly there are big dividend raises from UNP and BBL. And there are smaller raises in the range of 3 to 7% from different companies. Finally the dividend raises in their correspending currencies are between 9 and 12%. However, due to the change in USD.EUR rate the dollar growth accelerates when exchanged into EUR.

Yearly dividend income (before taxes) stands at around €1270 which is a slight increase since last report. This is due to recent dividend raises, dividend reinvestment from my investment in RDS and a slightly favorable USD.EUR currency exchange rate.

Thursday, February 28, 2019

Dividend report - February 2019

It's time to give an update of the dividends I received last month. Five companies decided to pay me a dividend for my ownership. Total dividends (after tax) are around €87, 45% more than last year.

You can see the breakdown in the table below.


The report shows all sorts of things! Firstly there are big dividend raises from Deere and Kinder Morgan. I don't expect these kind of raises to continue, but they are really nice for now!

Secondly there's O with a smaller year-on-year increase. And there's Omega Healthcare (OHI) which stopped raising its dividend since last year. They have to work out various issues regarding to its tenants. I read the recent quarterly earnings report and things are definitely not solved but for now I decided to stand pat.

Finally it's the first month T is contributing to my monthly dividend income. I opened a position earlier this year. Really excited to see the first $20 paycheck returned to me!

Yearly dividend income (before taxes) stands at around €1250 which is a slight increase since last report. This is due to recent dividend raises and a favorable USD.EUR currency exchange rate.

Sunday, February 24, 2019

Coca-Cola raised its dividend by 2,6%

A few days ago Coca-Cola (KO) announced a quarterly dividend raise from $0,39 to $0,40. This raise adds sightly more than € 1 to my annual dividend income.










Obviously this raise is not what I expect from my companies in general, but for KO I expected it a little but. Their payout ratio is rather high and earnings growth has been a little muted in the past years. I am an owner of KO since July 2013. I purchased shares for a price of around $40. Currently shares are worth over $45, so in price appreciation alone this position has netted me just over 2% per year. However, if you add in the dividend along the ride, the total return is bumped up to almost 6%. This is not really what I would like to see . Compared to other companies and indices KO underperformed during my holding period.










So far I received 9 dividend raises in 2019. These raises combined have added over € 21 to my forward annual dividend income. Of course I expect more raises during the rest of the year. I'll keep you updated!

Did you like the dividend raise of KO? Do you consider selling because of the low dividend growth rate?

Thursday, February 21, 2019

Walmart raised its dividend by 1,9%


A few days ago Walmart (WMT) announced a quarterly dividend raise from $0,52 to $0,53. This raise of less than 2% adds not even € 1 to my annual dividend income.







Obviously this raise is not what I expect from my companies in general, but for WMT it seems to be the norm the last few years. I am an owner of WMT since July 2013. I purchased share for a price of around $75. Currently shares are worth over $99, so in price appreciation alone this position has netted me just over 5% per year. However, if you add in the dividend along the ride, the total return is bumped up to 7,5%. Normally this is a solid performance but compared to other companies and indices WMT underperformed during my holding period.











So far I received 8 dividend raises in 2019. These raises combined have added over € 20 to my forward annual dividend income. Of course I expect more raises during the rest of the year. I'll keep you updated!

Did you like the dividend raise of WMT? Do you consider selling because of the low dividend growth rate?