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Sunday, June 7, 2015

Monthly Update: May 2015

It's that time of the month again! A few days late but here's my monthly update for May. In general markets rose with gains between 1 and 2%. The USD.EUR-rate also increased 1% which helps my portfolio since around 80% is USD-listed. In the table below I have presented some benchmark indicators of general market indices and my own dividend growth portfolio.


May 2015
IndicatorAs of 30-4As of 30-5% change
S&P 500 Total Return3.8423.891+1.3%
Dow Jones Industrials Total Return35.92736.473+1.5%
AEX GR1.4371.461+1.6%
USD.EUR0.89290.9020+1.0%
Portfolio value€ 24.833 € 24.890 +0.2%

However, since I am in it for the long haul I am not too interested in these daily or monthly fluctuations. What matters is that I keep focused on buying high quality companies which provide me with a steady stream of growing dividends.



Purchases
In the beginning of the month I made a purchase of Union Pacific Corporation. This purchase adds roughly €30 to my annual forward dividend income. I already reported this buy in last months report but whatever ;)

Dividends received

Five separate companies paid me dividends during this month.
  • DE: 18 shares @ $0.60 for a total of $10.80
  • KMI: 48 shares @ $0.48 for a total of $23.04
  • OHI: 59 shares @ $0.18 for a total of $10.62
  • TGH: 43 shares @ $0.47 for a total of $20.21
  • ACCEL: 27 shares @ €0.61 for a total of €16.47 (DRIP'ed 1 share)
Total: around €68 after tax which is the same as last year. Mainly this is because OHI paid a pro-rated dividend. Would OHI have paid a normal dividend the total amount would be around €85 which definitely is an increase of last year.




Dividend increases
None

Yearly forward dividend
My 12-month forward dividend rate is now €980, compared to €970 last month. I am inching towards the€1000 dividend income per year milestone. It depends on the EUR.USD rate whether I will reach this milestone with my next purchase.

Seeking Alpha articles
In the past month I did not write any articles on Seeking Alpha. This is turning into an epic fail so far. If you have some nice ideas for me to write about, let me know!

How was your month? What are your plans for the coming month? Which companies are you looking at to add to your portfolio?

5 comments:

  1. Good job and you're almost at €1000! That's a nice target to reach... As far as writing articles for Seeking Alpha is concerned, I suggest trying to write an article based on the research you do before buying a stock. Call it "Recent Buy: " and see how it goes. Visit the company's "Investor Relations" page and search for the latest press releases, filings, and investor presentations. That should give you a lot of good material to distill. Good luck!

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    Replies
    1. Hi FerdiS, thanks for taking the time to comment and for your suggestion. I'll definitely think about it. And yeah: €1000 is a nice target. I am not sure when I'll reach it though. We'll see!

      Delete
  2. Robin,

    Another really solid month. And getting so close to 1,000 euros per year. That's a great milestone. Keep it up!

    Best wishes.

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    Replies
    1. Hi DM, thanks for your comment! Yeah, getting close to 1.000 euros, that's a nice milestone. I'll keep you updated! :)

      Delete
  3. Hello Robin, help me in getting intraday SGX signals for making trades in Singapore market, as return is very good in this segment.

    ReplyDelete