Recent buy: ASML

This week, I completed a milestone: I bought 1 additional share of ASML, taking my total position to an even 10 shares. My previous buys were from back in 2023 at prices between € 400 and €480. Today's purchase was a bit pricier—around $680.

Rounding up the position to 10 felt cleaner—not just psychologically, but it also helps me simplify tracking and future dividend calculations. An odd number always felt like unfinished business.

Why Now? 

ASML was trading at around € 1.000 last year but declined significantly. In the last 12 months the share price hovered between € 550 and € 750. Todays price seems reasonable if you still believe in ASML's leading position in the semi-conductor business. 

ASML’s move this week adds a powerful strategic dimension: it has led a major funding round in French AI startup Mistral AI, investing €1.3 billion—becoming its largest shareholder with an approximate 11% stake. This isn’t just financial support—it’s a synergy play. ASML now gains a seat on Mistral’s strategic committee, positioning the company to integrate advanced AI into its lithography tools. That could mean smarter, more efficient chip manufacturing—an edge that may well translate into future profits.

So Why Is This a Smart Move?

Technological Alignment – ASML isn’t just lending cash; it's embedding itself in the frontier of AI-powered chipmaking. That convergence could fuel long-term innovation.

European Sovereignty – Both ASML and Mistral contribute to strengthening Europe’s tech base, reducing dependency on US or Chinese firms.

Growth Potential – ASML stands to benefit from improved tool performance via AI, while Mistral gains credibility and scale. It’s a mutual boost.

Conclusion

With this acquisition, I’m not just boosting my dividend potential—I’m aligning with a tech leader stepping firmly into the future of AI-enabled semiconductor production.

Recent buys: BIP, BEP, ASML and UNP

Recently I added to four existing holdings.

• On October 11 I purchased another 60 shares of Brookfield Infrastructure Partners $33,50 per share. The current dividend yield is around 4,3%. This new purchase adds more than $ 85 to my annual forward dividend income. 
• On October 11 I purchased another 40 shares of Brookfield Renewable Partners $29 per share. The current dividend yield is around 4,4%. This new purchase adds more than $ 50 to my annual forward dividend income. 
• On October 13 I purchased another 3 shares of ASML for about € 405 per share.
  I purchased my first shares in ASML last month for $474 and my 2nd batch a few weeks ago for € 440. This purchase adds almost € 16 to my annual forward dividend income.
• On October 21 I purchased another 10 shares of Union Pacific Corporation for $190 per share. The current dividend yield is around 2,7%. This new purchase adds more than $ 50 to my annual forward dividend income. 

My current annual dividend income is around € 11.400.

Recent buys: Realty Income (O) & ASML

 Recently I added to two existing holdings.

• On September 27th I purchased another 25 shares of Realty Income (O) for about € 60 per share. The current dividend yield is around 5% which is usually a fair point of entry. I purchased my first shares in O a few years ago for $53. This new purchase adds almost $ 75 to my annual forward dividend income. 
• On September 28th I purchased another 3 shares of ASML for about € 440 per share. I purchased my first shares in ASML a few weeks ago for $474. I plan to add another batch of shares at a price of around $ 400-410. This purchase adds almost € 16 to my annual forward dividend income. 

My current annual dividend income is around € 11.200.

Recent buys: ASML, TXN, MPW, AFL & INTC

Recently I opened three new positions and added to two existing holdings. New positions are:

• On August 5 I purchased 3 shares of ASML for about € 474 per share. This purchase adds almost € 16 to my annual forward dividend income. 
• On August 6 I purchased 10 shares of TXN for about $ 163 per share. This new purchase adds almost $ 50 to my annual forward dividend income. 
• On August 6 I purchased 100 shares of MPW for about $ 14 per share. This new purchase adds almost $ 116 to my annual forward dividend income.

Additions to current holdings are:

• On August 5 I purchased 20 shares of AFL for about $ 60 per share. This new purchase adds almost $ 32 to my annual forward dividend income.
• On August 20 I purchased 60 shares of INTC for about $ 29 per share. This new purchase adds almost $ 88 to my annual forward dividend income.

I used about € 7.400,- in cash for these purchases. My dividend income increased by about € 300,- which equates to a dividend yield of roughly 4,1%.

My current forward annual dividend income is about € 11.000