Monthly report: November 2023

November is over! Almost the last month of the year. Crazy! 

The stock market performed rather nice in terms of price appreciation. I had three big winner with more than 20% increases (HASI, BLK, INTC) with HASI even +36%. Some smaller winners like O, MDT, BAX, ASML. I had a few companies with losse of just over 5% like Ahold, Omega Healthcare and Cisco.

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 about €185 after tax. Nine companies paid me dividends. The dividend income increased by about 25% compared to last year. This increase is mainly the result of my new positions in AOS (here) and increased positions in TXN (here and here) and Realty Income (O). Deere also showed steady dividend growth.

In the graph below I've showed my monthly dividend income.

Currently my annual dividend income is around € 10.500.

How was your November? What is your watchlist?

Monthly report: October 2023

October is already a few weeks over, but I didn't have the time to report my dividend income. In had a few small winners, like AOS (+5%) but nothing really big. I had a lot more losers this month like BAX , TROW, HASI, TXN, BMY and MDT (all more than a 10% loss).

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 about € 180 after tax. Nine companies paid me dividends. The dividend income increased by more than 50% compared to last year. This increase is mainly the result of new or additional purchases in HASI, Realty Income, MDT and MPW (even though MPW cut its dividend earlier this year). Dividend growth for my other holdings are somewhat muted.

In the graph below I've showed my cumulative dividend income for 2023. The line for 2023 is continuously above that of 2022. And by a big margin! I've take some serious steps.

Currently my annual dividend income is around over € 10.400.

How was your October? What is your watchlist?

Recent buy: Realty Income (O)

On October 23th I purchased an additional 25 shares in Realty Income (O). My first purchase was back in January 2018. I purchased 25 additional shares back in October 2022. I also bought a batch of 25 shares two months ago. 

I purchased shares about 12% cheaper than last time. Shares currently yield about 6,2% so I decided to strengthen my position further.

This purchase increases my annual dividend income with about $ 77.

Monthly report: September 2023

September is over! We're already starting the last quarter of 2023. September was not so nice in terms of stock price development . I had some big losers in the REIT-sector (especially MPW with -25%) but generally a broad decrease in my portfolio. Biggest winners were Shell and Exxon (+4 to +5%), probably because of rising oil 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 over €470 after tax. 16 companies paid me dividends. The dividend income decreased by about 10% compared to last year including the FX-effect. This decrease has a few reasons:

• Dividend cuts from Intel and BHP.
• Closed positions in BIP and BEP.

Without these events my "regular" dividend income grew nicely. This is mainly the result of additional purchases in  Ahold (here), TROW (here), Aflac (here) UNP (here and more recently here) and O (here, and an additional purchase last month which I did not publish). Throw in some nice dividend increases from Shell and some smaller raises from other companies and this is the result.

So all in all a decent month!

In the graph above I've showed my monthly dividend income. You can see last year's high dividend payments (in June as well) but the underlying trend is still up.

How was your September? What is your watchlist for the next month?

Monthly report: August 2023

August is over! We're almost done with the summer. In my portfolio I had just one (big) winner (CSCO +9%), and some smaller winners. I had more losers though. Especially MPW (-27%) comes to mind because of its dividend cut, but also other companies like CMI, HASI, BAX and O lost between 8-13%.

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 about €170 after tax. Nine companies paid me dividends. The dividend income increased by about 50% compared to last year. This increase is mainly the result of my new positions in ASML (here, here and here), TXN (here, here and here), APD (here) and an increased position in Realty Income (here). Deere also showed steady dividend growth.

In the graph below I've showed my monthly dividend income.

Currently my annual dividend income is around € 10.600.

How was your August? What is your watchlist?

Recent buy: Realty Income (O)

On August 30th I purchased an additional 25 shares in Realty Income (O). My first purchase was back in January 2018. I purchased 25 additional shares back in October 2022. 

I purchased shares about 7% cheaper than last time. Shares currently yield about 5,4% so I decided to strengthen my position in this dividend aristocrat. Since my first purchase the dividend has grown on average about 3% per year. It's not really mindblowing, but together with its higher starting yield the returns are solid.

This purchase increases my annual dividend income with about $ 77.

Monthly report: July 2023

July is over! In had a few big winners, like UNP (+13%), TROW (+9%) and some others (like IBM, BLK, MPW). A pretty broad set of companies and industries performed nicely. MRK was my biggest loser with -7%.

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 more than € 180 after tax. Nine companies paid me dividends. The dividend income increased by more than 125% compared to last year. This increase is mainly the result of new or additional purchases in MPW (here and here), HASI (here) MDT (here) and Realty Income (here). Dividend growth for my other holdings are somewhat muted.

In the graph below I've showed my cumulative dividend income for 2023 (which obviously is just the first four months of the year). But the start is great, mainly due to the month of janary! I've take some serious steps.

Currently my annual dividend income is around over € 10.300.

How was your July? What is your watchlist?