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.
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:
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?
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?
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.
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.
How was your July? What is your watchlist?
June is over! We're halfway 2023. June was a rather nice month in terms of stock price development (but not if you want to purchase new shares I guess). I had some big winners in the industrial sector like CMI (+18%), DE (+15%) and AOS (+11%), but also MPW performed lovely (+13%) after its decline earlier this year. Biggest loser was ASML with -2% so nothing I can't handle :-)
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 €330 after tax. 14 companies paid me dividends. The dividend income decreased by a lot compared to last year. This decrease has two reasons:
Without these two events my "regular" dividend income grew with about 13%. This is mainly the result of additional purchases in TROW (here), Aflac (here) UNP (here and more recently here), CMI, JNJ (here) and O (here). Compared to last year I also had a new position in BLK (here and here). I already announced that for this quarter Intels dividend will be reduced due to a dividend cut. That's a shame of course, but sometimes that happens.
So all in all a fine month! I've used the dividend from Unilever and Shell to drip additional shares in both companies. I expect to use my available cash position to invest later in August.
In the graph above I've showed my monthly dividend income. You can see last year's high dividend payments but the underlying trend is still up.
How was your June? What is your watchlist?
May is over! We're almost half way 2023 already! The stock market had a positive month because inflation worries are reduced, interest rate hikes have stopped and debt ceiling issues seemed to have been solved. In any case, I am not worried about all these things. 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 (or higher) prices.
In my portfolio I had a few big losers, like BAX/HASI: (-15%), XOM/CMI -11-12%) and MDT/AFL/AOS/PM/DE (-9%), but I also had some winners, like ASML (+17%), OHI (+11%) and CSCO/TXN (+4-5%).
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 €170 after tax. Nine companies paid me dividends. The dividend income increased by more than 65% compared to last year. This increase is mainly the result of my new position in ASML (here, here and here), TXN (here, here and here), APD (here and here) and an increased position in Realty Income (here).
In the graph below I've showed my monthly dividend income.
Currently my annual dividend income is around € 13.050.
How was your May? What is your watchlist?
