Friday, January 26, 2024

Recent buy: JNJ

On January 26th I purchased an additional 10 shares in JNJ. My first purchase was back in October 2019. I purchased additional shares in August 2022. 

I could purchase shares about 5% cheaper than last time. Shares yield about 3,0% so I decided to strengthen my position in this dividend aristocrat. Since my first purchase the dividend has grown on average 5-6% per year like clockwork.

This purchase increases my annual dividend income with about $ 48.



Tuesday, January 2, 2024

Monthly report: December 2023

December is over! The final month of the year brought me some nice dividends, and the markets performed nicely. I had some winners like Intel (up 13%) and BHP (+11%). The rest of my stocks gained around 5%. Only my two healthcare REITS lost some ground (OHI and MPW).

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 €350 after tax. 14 companies paid me dividends. The dividend income increased by about 5% compared to last year including the FX-effect. This rather small increase had a few reasons:

  • Dividend cut from Intel.
  • Change in EUR.USD rate.

Without these events my "regular" dividend income grew nicely. This is mainly the result of additional purchases in TROW (here), UNP (here and more recently here) and O (here, and an additional purchase I did not publish). Throw in some nice dividend increases from Shell and some smaller raises from other companies and this is the result.

So all in all a decent month!


In the graph above I've showed my monthly dividend income. You can see last year's high dividend payments (in June as well) but the underlying trend is still up.

In the graph below I've showed my cumulative dividend income. Because of the high dividend income in January at the beginning of this year, the line is continuously above last year's dividend income.

How was your 2023? What is your watchlist for the next month?