Dividend report: May 2022

May is over! It's the same as the last few months. May was a hectic month as well, with regards to the stock market. There were some serious up- and down days but I am not worried about that. In the end it's all about the dividend income. Since I am not a seller of stocks at this point in my life, I don't really care about lower prices.

Let's see how many companies sent me a dividend check for my ownership. These checks are the results of decisions I made earlier in life, sometimes years ago, where I decided to purchase shares in these companies. Nowaydays I still collect these checks but I have to do absolutely nothing to receive them. They just get deposited in my brokerage account, no questions asked. Isn't that great?!

A total of just €100 after tax. Five companies paid me dividends. The dividend income increased slightly from last year, but that is mainly due to a favourable FX-change. I increased my position in BMY (here). I also received some solid raised from Deere (DE) and Realty Income (O). However after a disappointing investment in AT&T I finally sold my share earlier this year. Hopefully next month will show some decent dividend growth again!

In the graph above I've showed my cumulative dividend income for 2022 until May. So far so good! I've already received more dividend income than the whole of 2020. I am about 50% ahead compared to last year so that is still some serious dividend growth. Let's keep it up! Currently my annual dividend income is around € 3.250.

As for possible purchases during the next month I might take a look into the consumper staples sector. This sector got hit quite hard during the last weeks. 

How was your May? What is your watchlist?

Recent buy: BEP

On May 16 I purchased 30 shares of BEP for about $ 34 per share. This new purchase adds almost $40 to my annual forward dividend income. My total position is now 120 shares, which makes it an above average position in terms of portfolio weight. I bought shares of BEP earlier back in October 2021 and July 2019.

Recent dividend raises (O, JNJ, KMI, IBM, BAX, Shell, UNP)

In the last weeks I received several raises that boosted my dividend income! So let's see who decided to give me more money and how much!

• On March 15 Realty Income (O) announced its Board of Directors has declared an increase in the company's common stock monthly cash dividend to $0.247 per share from $0.2465 per share. It's a standard quarterly raise which adds a few cents each year.
• On April 19 Johnson & Johnson (JNJ) announced that its Board of Directors has declared a 6.6% increase in the quarterly dividend, from $1.06 per share to $1.13 per share.
• On April 20 Kinder Morgan (KMI) approved a cash dividend of $0.2775 per share for the first quarter ($1.11 annualized), payable on May 16, 2022. This dividend is a 3% increase over the first quarter of 2021 and marks the fifth consecutive annual increase.
• International Business Machines (IBM) raised its quarterly disbursement to $1.65 cents a share from $1.64. The company is a member of the S&P 500 Dividend Aristocrats Index, whose constituents have paid out a higher dividend for at least 25 straight years. But the raise itself is quite poor...
• On May 2 Baxter International (BAX) announced an increase in the company's quarterly cash dividend to a rate of $0.29 per share of common stock. This represents an approximately 3.5% increase over the previous quarterly dividend rate of $0.28 per share.
• On May 5 Shell decided to raise its quarterly divend by about 4%. Since Shell is one of my bigger positions this raise adds more than € 13 per year.
• On May 12 Union Pacific Corporation (UNP) announced a 10% hike in its dividend payout. The move underscores the company’s sound financial health as it utilizes free cash flow for enhancing shareholders’ returns. It is the 3rd 10% dividend raise during the last year.

These seven raises combined will deliver an annual income boost of more than € 25 in 2022 (and hopefully more after 2022!). In total I have received raises which will boost my annual dividend income by almost € 135.

Dividend report: April 2022

April is over! It's the same as the last few months. April was a hectic month as well, with regards to the stock market. There were some serious up- and down days but I am not worried about that. In the end it's all about the dividend income. Since I am not a seller of stocks at this point in my life, I don't really care about lower prices.

Let's see how many companies sent me a dividend check for my ownership. These checks are the results of decisions I made earlier in life, sometimes years ago, where I decided to purchase shares in these companies. Nowaydays I still collect these checks but I have to do absolutely nothing to receive them. They just get deposited in my brokerage account, no questions asked. Isn't that great?!

A total of almost €130 after tax. 8 companies paid me dividends. The dividend income increased by more than 80% compared to last year. This increase is mainly the result of (additional) purchases in Ahold Delhaize (here) and Merck (here and here). The rest of the increase is due to dividend raiseds from existing holdings. 

So all in all a rather good month! I expect to use my available cash position to invest later this month.

In the graph above I've showed my cumulative dividend income for 2022 (which obviously is just the first four months of the year). But so far so good! I've already received more dividend income than the whole of 2019!

Currently my annual dividend income is around € 3.250.

How was your April? What is your watchlist?