Sunday, September 3, 2023

Monthly report: August 2023

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 (herehere and here), TXN (herehere 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?