Sunday, August 6, 2023

Monthly report: July 2023

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.


Currently my annual dividend income is around over € 10.300.

How was your July? What is your watchlist?

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