Monthly report: October 2022

October is over! The first month of the last quarter is already over. Earnings season began about twee weeks ago. Stock prices have moved higher since then. I've got just three companies with a small price decline (MPW, BHP and BEP), the rest of my stocks are up, in some cases considerably (XOM: +27%, BLK and CMI: +20%). This is a total conversion of last month where just three stocks were up. Either way I am not too worried about price fluctuations. 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.

In the treechart most of the red actually means a small increase (instead of a decrease). For instance: UNP is up 2%. I don't know how to change this setting in Google Sheets to use an absolute 0 as reference for either a stock price increase or decrease. 

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 €100 after tax! Seven companies paid me dividends, one more than last year. The dividend income increased by about 67% compared to last year. Most of the growth is due to new purchases, but also because of favorable FX-rates. My recent purchase of MPW and my recent addition of 25 shares of Realty Income (O) really propelled dividend growth during the last month. The raises of the rest of my companies are somewhat muted.

In the graph below I've showed my cumulative dividend income for 2022. It shows that I already earned more dividends compared to the whole of last year!

Currently my annual dividend income is about € 11.370. This is a big jump from last month due to a series of purchases.

How was your October? What is your watchlist?

Recent buys: BIP, BEP, ASML and UNP

Recently I added to four existing holdings.

• On October 11 I purchased another 60 shares of Brookfield Infrastructure Partners $33,50 per share. The current dividend yield is around 4,3%. This new purchase adds more than $ 85 to my annual forward dividend income. 
• On October 11 I purchased another 40 shares of Brookfield Renewable Partners $29 per share. The current dividend yield is around 4,4%. This new purchase adds more than $ 50 to my annual forward dividend income. 
• On October 13 I purchased another 3 shares of ASML for about € 405 per share.
  I purchased my first shares in ASML last month for $474 and my 2nd batch a few weeks ago for € 440. This purchase adds almost € 16 to my annual forward dividend income.
• On October 21 I purchased another 10 shares of Union Pacific Corporation for $190 per share. The current dividend yield is around 2,7%. This new purchase adds more than $ 50 to my annual forward dividend income. 

My current annual dividend income is around € 11.400.

Monthly report: September 2022

September is over! Summer has ended and we are entering the last quarter of 2022. September was a blood bath with regards to the stock market. I've got just three companies with a small price increase, the rest of my stocks are down, in some cases (Intel, BEP, BLK among others) 15-20%. Either way I am not too worried about price fluctuations. 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 more than €500 after tax! Eighteen (!) companies paid me dividends. The dividend income decreased by about 65% compared to last year. Most of the growth is due to new purchases, but also because of favorable FX-rates. BHP slightly decreased its final dividend payment compared to last year. However new purchases in TROW (here), BEP (here), Intel (here), JNJ (here) and some nice dividend raises (UNP, AFL, TROW) really propelled my dividend income.

In the graph below I've showed my cumulative dividend income for 2022. It shows that I already earned more dividends compared to the whole of last year!

Currently my annual dividend income is about € 11.200. This is a big jump from last month due to a series of purchases.

How was your September? What is your watchlist?

Recent buys: Realty Income (O) & ASML

 Recently I added to two existing holdings.

• On September 27th I purchased another 25 shares of Realty Income (O) for about € 60 per share. The current dividend yield is around 5% which is usually a fair point of entry. I purchased my first shares in O a few years ago for $53. This new purchase adds almost $ 75 to my annual forward dividend income. 
• On September 28th I purchased another 3 shares of ASML for about € 440 per share. I purchased my first shares in ASML a few weeks ago for $474. I plan to add another batch of shares at a price of around $ 400-410. This purchase adds almost € 16 to my annual forward dividend income. 

My current annual dividend income is around € 11.200.

Recent buys: ASML, TXN, MPW, AFL & INTC

Recently I opened three new positions and added to two existing holdings. New positions are:

• On August 5 I purchased 3 shares of ASML for about € 474 per share. This purchase adds almost € 16 to my annual forward dividend income. 
• On August 6 I purchased 10 shares of TXN for about $ 163 per share. This new purchase adds almost $ 50 to my annual forward dividend income. 
• On August 6 I purchased 100 shares of MPW for about $ 14 per share. This new purchase adds almost $ 116 to my annual forward dividend income.

Additions to current holdings are:

• On August 5 I purchased 20 shares of AFL for about $ 60 per share. This new purchase adds almost $ 32 to my annual forward dividend income.
• On August 20 I purchased 60 shares of INTC for about $ 29 per share. This new purchase adds almost $ 88 to my annual forward dividend income.

I used about € 7.400,- in cash for these purchases. My dividend income increased by about € 300,- which equates to a dividend yield of roughly 4,1%.

My current forward annual dividend income is about € 11.000

Monthly report: August 2022

August is over! Summer has ended and we are more than halfway in 2022. August was a positive month with regards to the stock market, at least for the first few weeks. The last week however was full of down days. Either way I am not too worried about price fluctuations. 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 over €115 after tax. Five companies paid me dividends. The dividend income decreased by about 11% compared to last year. But this is due to a favorable USD-rate. The dividend cut (and subsequent sale) of T reduced my dividend income. This decrease was mitigated by two dividend raises from Deere in the last twelve months. Other dividend raises from KMI, OHI, O were somewhat muted (or none-existent). BMY delivered a solid dividend raise.

In the graph below I've showed my cumulative dividend income for 2022 (which obviously is just the first eight months of the year). But it shows that I earned more dividends compared to the whole of last year !

Currently my annual dividend income is almost € 11.000. This is a big jump from last month. That's because of a series of purchases from yesterday and today. I will write a separate post about it soon.

How was your August? What is your watchlist?

Recent purchase: Johnson & Johnson (JNJ)

Last week I increased my position in Johnson & Johnson (JNJ). On August 18th I purchased 12 shares of JNJ for about $ 167 per share. This new purchase adds almost $ 55 to my annual forward dividend income. I now own 20 shares of JNJ.