Dividend report - december 2018

It's time to give an update of the dividends of last months. Ten companies decided to pay me a dividend for my ownership. Total dividends (after tax) are around €128, roughly 16% more than last year. I really like this growth and hope to further increase it this year!

You can see the breakdown in the table below.

What is nice to notice is that this is the result of pure dividend growth and reinvestment. As you may have read earlier, I didn't deposit any new funds into this account for the last two years. So any increase in dividend income is because of the raises I received earlier this year. Big growers are UNP, TROW, AFL and INTC. Last year I bought a position in O with the cumulative dividends I received so that's also a big plus to the monthly dividend income.

Purchases

None this month.

Yearly forward dividend

Yearly dividend income (before taxes) is around €1225.

Recap of the last two years of dividend growth investing

So earlier I told you a little but about my leave of absence ?

Let's give you a brief update of my buys and sells in the last two years:

• I dripped a few shares of RDSA with their regular dividend. My position is becoming quite large. As of now it is almost 10% of my portfolio and about 15% of my forward dividend income. For now I still believe that RDSA is doing the right things. With extra deposits in the future its weight in my portfolio will slowly come down.
• In January 2018 I purchased 25 shares of Realty Income (ticker: O) for a purchase price of roughly $53. I loved (and still do!) their monthly dividend rhythm. Current price is about $62 so for now it has been a great investment for a currency neutral rate of return (including dividends) of 23% annualized.
• In October 2018 I sold my shares of  SOUHY, the mining spin-off from Billiton I got back in 2015. It was a rather small position but still performed nicely! Accounting for the dividends its rate of return was about 20% per year. Too bad the position was so small!

So as of now I will give a more detailed update whenever I enter into a new position or add to an existing one.

Back after more than two years!

I posted my last blogpost in December of 2016, more than two years ago. What happened??

Life happened I guess. Two years ago we just purchased a new home. Obviously we needed the money for all kinds of stuff for our new home. So deposits into my investment account were stopped. After that we got pregnant! Again. But not with one baby, but with two! So all in all, we went from one 3yr old boy to a wrecking crew of three. I can tell you, that's a hell of a lot of work. As of now the oldest is over 4yr old and in kindergarten. The twins are 1yr old. Everyone is healthy and in great shape, so I suppose everything's alright. But I hope that kind of clarifies my leave of absensce.

As of now we are more or less settled - in our home as well as in life - so I can redirect some cashflow into my investment account. During the past two years I haven't deposited any new funds towards my account, but I did reinvest the received dividends on occasion. In a future post I might elaborate a bit more on that. For now I just want to let you know I am back!

I hope to interact more in the coming period with my fellow dividend growth investors or people interested in personal finance in general.



 

Monthly Update: November 2016

A short monthly update of my portfolio.

Indicator	As of 31-10	As of 30-11	% change
S&P 500 Total Return	4,046	4,196	3.7%
Dow Jones Industrials Total Return	38,000	40,234	5.9%
AEX GR	1,410	1,428	1.3%
USD.EUR	0.911	0.944	3.7%
Portfolio value	€ 24,323	€ 25,634	5.4%

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.

Monthly Update: October 2016

A short and late monthly update of my portfolio. I will post November tomorrow! :)

Indicator	As of 30-9	As of 31-10	% change
S&P 500 Total Return	4,121	4,046	-1.8%
Dow Jones Industrials Total Return	38,302	38,000	-0.8%
AEX GR	1,407	1,410	0.2%
USD.EUR	0.890	0.911	2.4%
Portfolio value	€ 24,806	€ 24,323	-1.9%

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.

Monthly Update: September 2016

A short monthly update of my portfolio.

Indicator	As of 31-8	As of 30-9	% change
S&P 500 Total Return	4,120	4,121	+0.0%
Dow Jones Industrials Total Return	38,461	38,302	-0.4%
AEX GR	1,413	1,407	-0.5%
USD.EUR	0.893	0.890	-0.4%
Portfolio value	€ 24,735	€ 24,806	+0.3%

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.

Recent buy: Omega Healthcare Investors

On September 15 I purchased 41 shares of Omega Healthcare Investors for $34.87 per share. I currently own 100 shares of OHI. This purchase will add roughly €90 to my annual dividend income. I believe OHI is reasonably priced, has great growth potential and has been a stellar dividend growth company in recent years.


As a result of my purchase I am overweight OHI in my portfolio Fresh capital and selective dividend reinvestment will hopefully reduce the weight to a more normal level of around 5% to 7% for bigger positions.