Recent purchase: Ahold-Delhaize, Blackrock and Air Products

Recently I increased my position in the following companies: Ahold Delhaize (AD), Blackrock (BLK) and Air Products and Chemicals (APD).

• On July 18th I purchased 50 shares of AD for about € 26 per share. This new purchase adds almost € 50 to my annual forward dividend income. 
• On July 18th I purchased 3 shares of BLK for about $ 600 per share. This new purchase adds almost $ 60 to my annual forward dividend income.
• On July 19th I purchased 6 shares of APD for about $ 227 per share. This new purchase adds almost $ 40 to my annual forward dividend income.

I used about € 4.400,- in cash for these purchases. My dividend income increased by about € 135,- which equates to a dividend yield of roughly 3,1%.

Recent buy: Ahold Delhaize

Last week I added to my existing position in Ahold Delhaize (ticker: AD). I purchased an additional 40 shares in the company for € 26,70 per share.  I purchased my first 60 shares back in March 2021 for a price af around € 23.

Ahold Delhaize was priced at €30 back in early January. This is a price drop of more than 10%. This has to due with market fluctuations but it was also a reaction on Ahold's latest earnings release with a somewhat muted outlook. However I don't care too much. I find it still remains a stable business model with room to grow with its online business like Bol.com. Management indicated that this could be a future spin-off. We'll see what happens!

My forward dividend annual income increases with about € 33 with this purchase.

Recent dividend raises (TROW, BHP, AD, CSCO, WMT, KO)

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

• T. Rowe Price Group (TROW) has announced that it will be increasing its dividend by 11% on the 30th of March to $1.20. Given my recent additions to TROW this raise adds more than €16 to my annual dividend income.
• BHP announced a raise in its semi-annual dividend to $ 3 per share (from $2,02 last year). This gigantic raise adds more than €24 to my annual dividend income with just this payment.
• Ahold Delhaize announced a raise in its semi-annual dividend to €0,52 per share (from €0,40 last year). This is a nice raise, which adds € 6 to my annual dividend income.
• Cisco (CSCO) raised its quarterly dividend by a rather small amount, just like Walmart (WMT).
• Finally Coca-Cola raised its dividend by almost 5%. This is a solid raise, given the raises in the last years.

All of these raises combined will deliver an annual income boost of more than € 50 in 2022 (and hopefully more after 2022!). In total I have received raises which will boost my annual dividend income by over € 100. That's a solid start of the year!

Recent buy: Ahold-Delhaize

I few days ago I started a position in Ahold Delhaize (ticker: AD). I outlined my reasons in my recent Seeking Alpha article which you can read here. I want to strengthen my Euro-denominated part of the portfolio. Ahold Delhaize yields around 3,9% and raised its dividend with a whopping 18% last time around. It is reasonably priced at the moment (at least in my opinion). It offers a stable business model with room to grow with its online business like Bol.com.

I added 60 shares for about € 23 per share. This purchase will add € 54 to my annual dividend income stream which stands at around € 2.025 pre-tax. With this purchse I reached a milestone of € 2.000 in dividend income! My next milestone will be € 2.400 (which is €200 per month on average). Hopefully I can reach this by the end of the year!

What do you think of my purchase?

Ahold Delhaize: A Big European Retailer At A Reasonable Price

I’ve been a dividend investor for almost eight years. One of my first purchases back in 2013 was Walmart (WMT). This purchase was successful based on the total return of around 10% per year, but the dividend growth has been rather slow. Right now I want to increase the Euro-denominated part of my dividend portfolio. This article will explain why I chose to start a position in Koninklijke Ahold Delhaize, a competitor of Walmart in the US market.

Business model

Ahold Delhaize (ADRNY) is a Dutch grocery retail company. Its business model includes supermarkets, convenience stores, hypermarkets, online grocery, online non-food, drugstores, and liquor stores. It’s focused on the US and European market. In the US the biggest local brands are Food Lion, Stop & Shop and Giant. In Europe the biggest local brands are Albert Heijn (The Netherlands), Delhaize (Belgium) and Mega Image (Romania). Roughly 40% of revenues are made in Europe and the other 60% in US markets. The biggest competitors in the US markets are (among others) Walmart, Target (TGT) and Kroger (KR).

Read the rest of the article at Seeking Alpha!