Tag: Dividend Income

Februari 2019 – Dividend

Oops , almost forgot to write this post entirely. The Februari dividend update. This month only 1 position that pays it’s dividends. Apple being the one. My Februari dividend income has always been the worst month of the year. Probably the reason I forgot about writing about it. But in stead of combining it with March, I decided too report Februari separately. Quick one this time.

Anyway Februari did indeed produce dividends. A bit less than last year, exchange rates are against me , taking it down 14%. But exchange rates are just a fact. I am not doing anything in the way of compensating for these fluctuations , the portfolio is simply far too small. Well see you in March for the next dividend update.

The numbers :

DateStockCurrencyAmount
14-02-2018AppleEUR9,77
TotalEUR9,77

January 2019 – Dividend

Another month has passed, first in 2019, time for another dividend update. Comparing 2019 with 2018 , the January dividend has gone up 50% , mainly because of growth in the portfolio. I don’t know if it’s also down to individual company’s raising there dividends. To be honest I wasn’t too bothered looking it up. Maybe I can muster up some will power the next time round.

It’s still fun watching dividends come in, although I follow the discussion around whether dividend investing is still as viable today as it was in the past with great interest. I think it a bit of a save guard for management not too take too short term decisions , and look more towards stability in growth as opposed too fast growth. Well for me it still works well, and for now I will keep it as part of my investment strategy alongside the ETF part of the portfolio.

Now the numbers :

DateStockCurrencyAmount
23-01-2018
Cisco SystemsEUR8,10
15-01-2018
W.P. Carey IncEUR9,03
10-01-2018
Walt Disney CompanyEUR0,77
09-01-2018
Vanguard FTSE All-World UCITS ETFEUR37,11
02-01-2019NikeEUR1,92
TotalEUR56,93

December 2018 – Dividend

Final month of 2018. And the final monthly dividend report for this year. The Stockmarket has tanked last few months which leads too all sorts of speculation and doubt, for my strategy it’s not important. For I am still in the building up part of the process. Time in the market is far more important than timing the market.

The dividend this month is less then December 2017, because I sold Shell in the summer. So we are down 67%. Green costs money ;). This will be corrected next year because the money went into other dividend paying company’s. Overall the dividend in 2018 is up 27% compared with 2017. Which is pretty good. It’s motivating.

We will see what 2019 will bring.

The numbers:

DateStockCurrencyAmount
20-12-2018Vanguard dividend appreciation ETFEUR1,51
18-12-2018Icahn Enterprises LPEUR1,53
14-12-2018DowDupont EUR3,33
14-12-2018Coca-ColaEUR5,13
13-12-2018Microsoft EUR8,07
05-12-2018UnileverEUR3,87
TotalEUR23,44

Portfolio news – Winter 2018

Time for another portfolio news. Since the last additions I have been going out of the fossil energy industry and reinvested the funds into technology and the ETF’s. I had still had Shell, sold ONEOK before that and now it was time to remove Shell from the portfolio. It’s a nice dividend income and for all their commercials and PR towards clean energy I haven’t really seen anything apart from sponsorships. No real moves as of yet. In name an Energy company, in practice still a old style oil giant. I realize I am still an investor by the way of the ETF, so I am not completely clean at the moment. But this is the first step.

Also out is General Electric, one of my longest holdings in the portfolio, and one I neglected acting on earlier which resulted in a loss, another testament towards simply buying an ETF and holding that instead of following separate companies. But I am still having fun doing the research, so for now I will keep adding some handpicked stocks to my portfolio.

As for technology , more ASML, Apple and Microsoft have been bought. Next on the list is Philips. Getting larger in healthcare which will remain a growing market, it’s been lagging a bit lately and now starts making up a bit. So I will start out with writing put options and seeing how things develop.

The ETF’s have seen the biggest growth in my portfolio, simply because it’s easy and cheap. Which comes a long way in having a nice return in the future. Low costs and simplicity is key. Its also remarkably stable. My handpicked portfolio goes up and down a lot more, which makes sense because it only contains a few positions versus hundreds combined in an ETF.

So my testcase is more and more in favor of the ETF’s , which I will be allocating more money towards in 2019.

November 2018 – Dividend

Its the end of November and time for another albeit short dividend report. Let’s see, as usual November is a slow month in the dividend department. This year even more so as I sold ONEOK this year which paid dividend in November, which leaves Apple as the sole dividend paying position in my portfolio. So a 13% drop in dividend income compared to last year. Next month the last dividend update and a final report on 2018.

The very short list :

DateStockCurrencyAmount
15-11-2018AppleEUR9,69
TotalEUR9,69

October 2018 – Dividend

October 2018 is almost over , time flies and so it’s time for another dividend update. A new increase, comparing with October 2017 due too the expansion of the portfolio. The exchange rate impact is something I am used to by now and the small increases in dividend payout minimize the inconvenience in the result. It’s a figure too low for me to consider hedging the currency issue.

Percentage wise the increase is pretty large, 67%. At some point as the portfolio increases this will level out more and produce a more normal percentage. For now it looks fun. With another 2 months to go this year I’m curious we’re we end up. For now the numbers :

DateStockCurrencyAmount
24-10-2018Cisco systemsEUR8,03
25-10-2018General ElectricEUR2,30
15-10-2018W.P. Carey EUR8,91
10-10-2018Vanguard FTSE All-world UCITS ETFEUR39,63
1-10-2018Coca ColaEUR5,09
1-10-2018Vanguard Dividend Appreciation ETFEUR1,30
TotalEUR65,26

Portfolio news – Summer 2018

Finally after all the buying of ETF’s too balance the portfolio out in a better way, it’s now time too add a few handpicked stocks to the portfolio. Buying ETF’s isn’t anything really interesting too talk about. Hence not many portfolio updates over the last few months.

Now that everything is balanced out a bit more, I have added a few stocks to the portfolio. Europe is pretty much still lagging behind because of all the political themes , Brexit, Italian budget concerns and trade wars. Timing for me is like magic and I am not a licensed magician. So I just went down my what to buy when I have the money list and came up with a few good ones. The new positions are :

BMW

BMW is in a tight corner, diesel gate , trade wars, currency problems and the omission of a decent electric vehicle have made a considerable dent in the image of not only BMW but the whole German car industry. There is not a lot of music in the stocks , and there hasn’t been for some time.

On the other hand, every car the ensemble , sell with a pretty decent profit. Enough too get their heads around building a decent electric vehicle too get into competition with the established electric car makers. It’s a bit of a waiting game lately with all the political and economical turmoil at the moment. Surely in the short term they will hurt a bit. But with the brand still having a status symbol status and quality cars they have all the potential for being just that in the future. And in the meantime they will still be paying out dividends.

Reasons enough for me too buy BMW, just not the car itself.

Starbucks

Wish list item for a while now. Now with the funds available I finally added Starbucks to my portfolio.
Since 2010 they are paying a steady stream of dividend and their goal is growing the dividend stream.

Starbuck’s stock price has been under pressure for most of the year and is now finally seeing some upward potential. So buying in the summer has been a unexpected bonus. The position of the company is still very solid with nice growth numbers in Europe , The US part is falling behind a bit , but that’s a work in progress in getting things sorted again.

All in all one I had my eye on for some time and finally made an entry in the portfolio.

Nike

Last but not least, Nike. A lot of hustle and bustle around Kaepernick and sales figures. After having their main rival Adidas in the portfolio which had reached a very nice profit margin where the dividend percentage didn’t make sense anymore I simple sold it and banked the profit. Now it’s time to own Nike. The other power in sports and leisure branding.

And same as Adidas , not for any numbers and other boring date. Just looked at the brand and seeing lots of people still growing up with Nike as a brand people wanting too own stuff from, especially sneakers , but also other stuff. Everybody has that one pair of sneakers they wanted and saved up for. And not being able getting the other pair. In later life , they still buy these models. And every generation has them. Same with Adidas.

They still have a large following , limited edition runs, collabs and a lot of sub cultures have in some way shape or form incorporated Nike in their style.

They keep up marketing wise and make bold statements. Which still resonate with young and older crowds. And I don’t see that changing anytime soon.

September 2018 – Dividend

Another month gone by rather quickly, time again for the dividend update. This month has seen a new increase comparing with last year. The figure is around 43%, again mainly due to positions who are paying dividends for the first time since being in the portfolio.

Exactly the effect I am after. Let’s see how this is going to work in the future.

The numbers :

DateStockCurrencyAmount
05-09-2018UnileverEUR3,87
10-09-2018Emerson ElectricEUR4,18
13-09-2018Microsoft CorpEUR7,24
14-09-2018DowDuPont INCEUR3,28
17-09-2018Royal Dutch ShellEUR40,48
18-09-2018Icahn EnterprisesEUR1,51
TotalEUR60,56

August 2018 – Dividend

August is almost over , dividend wise for it’s over already in my case. Another great month in dividend streams. Some new positions payed dividends for the first time, which has the traditionally weak month of August catching up too the rest. Percentage wise an increase of 150% , but as already stated this has to do with the new additions to the portfolio.

The exchange rate between the Euro and the American dollar pulls it all a bit downwards. Despite of Apple increasing it’s dividend percentage it’s result is pretty much the same.

all in all a nice improvement which I can only be happy with, other things in life might not be as upbeat , this is. Which hopefully makes me less dependent on others in the future, that’s the broader goal. For now the numbers :

DateStockCurrencyAmount
24-08-2018StarbucksEUR4,66
16-08-2018AppleEUR6,46
13-08-2018NSI N.V.EUR12,48
13-08-2018Flow tradersEUR67,50
03-08-2018Amsterdam CommodotiesEUR24,00
TotalEUR115,1

July 2018 – Dividend

A new dividend update, the compounding kicks in. This month it’s a 104% increase compared with July last year. Mostly from the growing portfolio and some small dividend increases, largely offset by currency rates which are still a bit negative relative too last year. All in all nice progress in this ever evolving experiment.

The numbers :

DateStockCurrencyAmount
27-07-2018Walt Disney CompanyEUR0,72
26-07-2018Cisco SystemsEUR7,97
25-07-2018General Electric CompanyEUR2,28
17-07-2018W.P. Carey IncEUR8,79
05-07-2018Vanguard FTSE all world UCITS ETFEUR39,23
04-07-2018Vanguard dividend appreciation ETFEUR1,47
03-07-2018Coca-Cola CompanyEUR5,04
TotalEUR65,50