Monthly Update: November 2014

A little bit late, but better late than never, right? The month has passed and it's my favorite time, giving an update of my dividend portfolio. All in all, November was a pretty solid month in terms of market and portfolio return. Stock markets surged ahead, here in The Netherlands as well as abroad.

Indicator	As of 31-10	As of 30-11	% change
S&P 500 Total Return	3.680	3.779	+2.7%
Dow Jones Industrials Total Return	34.619	35.507	+2.6%
AEX GR	1.195	1.235	+3.3%
USD.EUR	0,7987	0,8019	+0.4%
Portfolio value	€ 20.323	€ 20.881	+2.7%

Purchases

• None. Hopefully I have some funds available at the end of the year to make a purchase early in 2015.

Dividends received

• DE: 18 shares @ $0.60 for a total of $10.80
• KMI: 48 shares @ $0.44 for a total of $21.12
• OHI: 59 shares @ $0.52 for a total of $30.68

Total: around €43 after tax which is twice as high as least year. This is obviously great and shows the power of regular contributions and commitment to dividend growth investing. The next month also promises to be a great month in terms of dividend income (& growth). However, I don't expect to see these kind of year over year increases regularly.



Dividend increases
The last few weeks one company in my portfolio raised their dividend.

• INTC raised its quarterly dividend payment with $0.015 to $0.24 per share, an increase of 6.7%.

Yearly forward dividend

My 12-month forward dividend rate is now €770, compared to €762 last month. This increase is mostly due to the dividend raise by Intel but also a slight change in the EUR.USD-rate.

How was your month? What are your plans for the coming month? Invest your money into beaten down energy stocks? Or maintain a cash position to use when other companies become cheaper?