Wednesday, February 26, 2020

Dividend raises: BBL (+18%), WMT (+2%) and KO (+2%)

Recently I received a few dividend raises. The raises from Coca Cola (KO) and Wal-Mart (WMT) are rather small, but expected in light of last years raises and recent events. The raise from BBL is big, however it's just the first dividend of the year. We'll have to see what happens in September. It is however worth mentioning that its dividend is now back at the level of 2016, just before its infamous dividend cut. In just 4 years time BBL got back, that's great, isn't it?!

These raises added about € 7 to my annual dividend income. So far I received 11 raises this year. Hopefully there's more to come!

Tuesday, February 18, 2020

Dividend raise: Brink (+25%)

Earlier this month my employer Brink announced an interim dividend of € 7,50 per share, compared to € 6,00 last year. This raise of 25% adds € 60 to my annual dividend income. I expect a final dividend in July, to the tune of € 1 or 2 per share. This gives a dividend yield of about 10%.

So far this is my 8th dividend raise in 2020. This raise adds by far the biggest amount in terms of annual dividend income.

Thursday, February 13, 2020

Dividend raise: TROW (+18%)

Yesterday T. Rowe Price (TROW) announced a quarterly dividend raise from $0,76 to $0,90. This raise of more than 18% adds just over € 10 to my annual dividend income.

I am an owner of TROW since July 2016. I purchased share for a price of around $75. Currently shares are worth almost $140, so in price appreciation alone this position has netted me about 19% per year. However, if you add in the dividend along the ride, the total return is bumped up to 18,9%. I honestly have nothing to complain here!

The dividend has grown from a quarterly dividend of $0,54 in September 2016 to $0,90 just now. This is an awesome annual dividend growth rate of 16%. However, its payout ratio is still rather comfortable at just over 40% based on the new dividend! I therefore expect the growth to continue. Its P/E-ratio looks solid as well (16x). Its dividend yield has come down a bit lately (2,6%) but I would consider adding to this position in the near future.

So far I have received 7 raises in 2020. My annual forward dividend income has grown with more than € 21 because of these raises.

Saturday, February 8, 2020

Monthly report: January 2020 - Best Month Ever!

It's the last time of the year for my monthly dividend report! 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?!

Five companies paid me during the last month of the year. And it's a record breaking month!! I received almost € 300 (excluding taxes). Awesome! The majority is because my employer (Brink) paid a hefty interim dividend. However, a fair year-on-year comparison is tricky because:

1. My employer paid a few days earlier than last year.
2. BBL paid a special one-time dividend last year, and not this year
But who cares?! Let's take a look at the best and worst performers in the last year. Best performer is IBM with + 17% because of solid quarterly results and the resignation of Ginni Rometty. Its quite ironic for a CEO if investors are happy when you (the CEO) steps down. INTC, BEP TROW and BAX all jumped about 10% last month.

Mining and oil companies took a beating last month. In my portfolio that means XOM and RDS lost over 12% and BBL lost 5%. Maybe there's chance to purchase shares on the cheap next month ?

Thanks for reading!

How was your first month of the year? What is on your watchlist for the new year?

Thursday, February 6, 2020

Dividend raise: Aflac (+3,7%)

A few days ago Aflac decided to raise its quarterly dividend by $0,01 to $0,28. This is a raise of 3,7% and adds roughly € 2 to my annual dividend income! Ka ching!!

So far Aflac has been a solid perfomer in my dividend portfolio. I bought a block of 56 shares, about 5,5 years ago. Its share adjusted price at that time was $30,70. Currently it's price is around $53. That is a rate of return of 10% per year, without accounting for the dividends. My total return for this position is about 12% without FX-changes.

Its quarterly dividend at the time of my purchase was $0,185. This means that the dividend compounded at roughly 8% each year.

Solid dividend income that grows rather nicely, with a nice rate of return on the share price as well. What more do you want from a stock?

Do you own Aflac? What did you think of its latest dividend raise?