Sunday, May 15, 2022

Recent dividend raises (O, JNJ, KMI, IBM, BAX, Shell, UNP)

In the last weeks I received several raises that boosted my dividend income! So let's see who decided to give me more money and how much!

  • On March 15 Realty Income (O) announced its Board of Directors has declared an increase in the company's common stock monthly cash dividend to $0.247 per share from $0.2465 per share. It's a standard quarterly raise which adds a few cents each year.
  • On April 19 Johnson & Johnson (JNJ) announced that its Board of Directors has declared a 6.6% increase in the quarterly dividend, from $1.06 per share to $1.13 per share.
  • On April 20 Kinder Morgan (KMI) approved a cash dividend of $0.2775 per share for the first quarter ($1.11 annualized), payable on May 16, 2022. This dividend is a 3% increase over the first quarter of 2021 and marks the fifth consecutive annual increase.
  • International Business Machines (IBM) raised its quarterly disbursement to $1.65 cents a share from $1.64. The company is a member of the S&P 500 Dividend Aristocrats Index, whose constituents have paid out a higher dividend for at least 25 straight years. But the raise itself is quite poor...
  • On May 2 Baxter International (BAX) announced an increase in the company's quarterly cash dividend to a rate of $0.29 per share of common stock. This represents an approximately 3.5% increase over the previous quarterly dividend rate of $0.28 per share.
  • On May 5 Shell decided to raise its quarterly divend by about 4%. Since Shell is one of my bigger positions this raise adds more than € 13 per year.
  • On May 12 Union Pacific Corporation (UNP) announced a 10% hike in its dividend payout. The move underscores the company’s sound financial health as it utilizes free cash flow for enhancing shareholders’ returns. It is the 3rd 10% dividend raise during the last year.

These seven raises combined will deliver an annual income boost of more than € 25 in 2022 (and hopefully more after 2022!). In total I have received raises which will boost my annual dividend income by almost € 135.

Sunday, May 8, 2022

Dividend report: April 2022

April is over! It's the same as the last few months. April was a hectic month as well, with regards to the stock market. There were some serious up- and down days but I am not worried about that. 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 almost €130 after tax. 8 companies paid me dividends. The dividend income increased by more than 80% compared to last year. This increase is mainly the result of (additional) purchases in Ahold Delhaize (here) and Merck (here and here). The rest of the increase is due to dividend raiseds from existing holdings. 

So all in all a rather good month! I expect to use my available cash position to invest later this month.

In the graph above I've showed my cumulative dividend income for 2022 (which obviously is just the first four months of the year). But so far so good! I've already received more dividend income than the whole of 2019!

Currently my annual dividend income is around € 3.250.

How was your April? What is your watchlist?

Saturday, April 9, 2022

Recent buy (APD) and recent sell (T)

Last week I sold my position in AT&T (ticker: T). I sold my 42 shares for just under $24 per share. I purchased these shares about three years ago for $28.65. I received about $240 in dividends during this period. The total return on my investment is a rather measly 1% per year. THe first year I received the usual dividend raise. One year after my purchase AT&T decided to stop increasing its dividend. To make matters worse, earlier this year they decided to slash its dividend because of the spin-off of WarnerMedia. I decided to offload my shares before the actual spin-off so I wouldn't be stuck with two positions I am not too happy about. This will decrease my annual forward income by about $74.

That said, with my cash position I decided to start a new position in Air Products & Chemicals (APD). APD provides essential industrial gases, related equipment and applications to customers in various industries, including refining, chemical, metals, electronics, manufacturing, and food and beverage. Given the high barriers for entry and long-term contracts with its clients, I expect this company to do well in the future.

The share price of APD is more than 20% lower than the peak in last year. Shares are yielding 2,6%. I believe the company is not THAT cheap, but I guess its fairly valued. I consider this my first purchase. Depending on the share price developemnt I could further increase my position. This purchase will add about $40 to my annual forward income.

All in all my annual forward dividend income decreased because AT&T was a higher yielding company before the dividend cut. However, later this month I might have a big enough cash buffer to make another purchase. Let's see what happens!

Sunday, April 3, 2022

Dividend report: March 2022

March is over! Already the 3rd month of a new year.  March was a hectic month with regards to the stock market. There were some serious up- and down days but I am not worried about that. 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 €335 after tax. 15 companies paid me dividends. The dividend income increased by over 60% compared to last year. This increase is mainly the result of additional purchases in TROW (here and here), Unilever (here and here), Intel (here), BIP (here), BEP (here), new positions in Visa (here) and Cummins (here) and big raises from BHP (here), UNP (here and here) and Aflac (here).

So all in all a rather good 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 April.

In the graph below I've showed my cumulative dividend income for 2022 (which obviously is just the first three months of the year). But the start is great!

Currently my annual dividend income is around € 3.166. I still have to report a dividend cut from AT&T but that should keep my forward dividend income above € 3.000.

How was your March? What is your watchlist?

Wednesday, March 2, 2022

Dividend report: February 2022

February is over! Already the 2nd month of a new year.  Just like January, February was also a hectic month with regards to the stock market. There were some serious up- and down days but I am not worried about that. 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. The recent war situation in Ukrain obviously scares the hell out of me. Let's hope Putin will be stopped as soon as possible, so the people in Ukrain can live peacefully.

In my portfolio I had a few big losers, like CMI (-9%) and Deere (-8%) but I also had some winners, like BMY and BEP (both +8%). All things considered my portfolio hardly moved.

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 €110 after tax. It's the first time I crossed the threshold of €100 in the month of february, so that's a nice little milestone. Six companies paid me dividends. The dividend income increased by almost 20% compared to last year. This increase is mainly the result of an additional purchase in BMY and two big raises from Deere (here and here). Dividend growth for my other holdings is rather muted, although the last from Realty Income (O) was bigger than in last years..

In the graph below I've showed my cumulative dividend income for 2022 (which obviously is just the first two months of the year). But the start is great!

Currently my annual dividend income is around € 3.095. I still have to report a dividend cut from AT&T but that should keep my forward dividend income above € 3.000.

How was your February? What is your watchlist?

Monday, February 28, 2022

Recenty buy: Ahold Delhaize

Last week I added to my existing position in Ahold Delhaize (ticker: AD). I purchased an additional 40 shares in the company for € 26,70 per share.  I purchased my first 60 shares back in March 2021 for a price af around € 23.

Ahold Delhaize was priced at €30 back in early January. This is a price drop of more than 10%. This has to due with market fluctuations but it was also a reaction on Ahold's latest earnings release with a somewhat muted outlook. However I don't care too much. I find it still remains a stable business model with room to grow with its online business like Bol.com. Management indicated that this could be a future spin-off. We'll see what happens!






My forward dividend annual income increases with about € 33 with this purchase.

Monday, February 21, 2022

Recent dividend raises (TROW, BHP, AD, CSCO, WMT, KO)

In the last week I received several raises that boosted my dividend income! So let's see who decided to give me more money and how much!

  • T. Rowe Price Group (TROW) has announced that it will be increasing its dividend by 11% on the 30th of March to $1.20. Given my recent additions to TROW this raise adds more than €16 to my annual dividend income.
  • BHP announced a raise in its semi-annual dividend to $ 3 per share (from $2,02 last year). This gigantic raise adds more than €24 to my annual dividend income with just this payment.
  • Ahold Delhaize announced a raise in its semi-annual dividend to €0,52 per share (from €0,40 last year). This is a nice raise, which adds € 6 to my annual dividend income.
  • Cisco (CSCO) raised its quarterly dividend by a rather small amount, just like Walmart (WMT).
  • Finally Coca-Cola raised its dividend by almost 5%. This is a solid raise, given the raises in the last years.


All of these raises combined will deliver an annual income boost of more than € 50 in 2022 (and hopefully more after 2022!). In total I have received raises which will boost my annual dividend income by over € 100. That's a solid start of the year!