Wednesday, October 5, 2022

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?

Saturday, October 1, 2022

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.

Thursday, September 22, 2022

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

Monday, September 5, 2022

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?

Monday, August 22, 2022

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.



Tuesday, August 9, 2022

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%.

Saturday, August 6, 2022

Dividend report: July 2022

July is over! We are more than halfway in 2022. July was a positive month with regards to the stock market. The markets seems to have calmed a bit, but let's see what happens after the summer. 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 €80 after tax. Six companies paid me dividends. The dividend income decreased by about 30% compared to last year. But this is due to the special dividend of TROW last year. Without it I would have booked a 30% increase in dividend income. This (fictional) increase is the result of an additional purchases in Merck and some smaller dividend raises. So all in all a slow but decent month.

In the graph below I've showed my cumulative dividend income for 2022 (which obviously is just the first seven months of the year). But it shows that I earned about the same dividend as last year in just seven months time!







Currently my annual dividend income is just over € 10.500. This is a big jump from last month. That's because of a purchase I did not record earlier. I will write a separate post about is soon, but the short version is I got promoted to junior partner and had the option to increase my ownership position in my company.

How was your July? What is your watchlist?