Investing

April 2023 Dividend Report + Buys

A short and sweet update this time: Lots of growth compared to last year and due to the bonus coming in a fairly large increase in my PADI (Projected Annual Dividend Income) bringing me on target for the year. I love it when a plan comes together!

April 2023: €243,10 (an awesome 33,47% growth compared to last year)

I’ve set the rather ambitious goal of receiving €3100,- (netto) in dividends, which is an increase of €521,- euro compared to 2022!

I’ve made the following buys (no sells) in the past month with my regular monthly contribution and added bonus:

These buys provided a nice boost to my PADI:

And there you have it, my results from the previous month. What do you think? Did I make some nice moves? Did I miss some stock opportunity? Should I look at other stocks (I won’t see it as an advice and do my own research, I promise!). Let me know in the comments!

Investing

March 2023 Dividend Report + Buys

And just like that the quarter is over and we’re already 3 months into the new year. For some reason time seems to be accelerating even faster as I type my latest report. I type this from my hotel room in Amsterdam as I’m spending two days here in training. Even though I have been looking forward to a single nights sleep without the chance of being woken by the kids I find that I really miss being at home. With the risk of sounding mushy, I couldn’t have fathomed these emotions before becoming a parent. So here I am typing to you my dear readers!

March was a quarter ending month and these are my biggest months. March 2023 did not dissapoint with an awesome result of

March 2023: €314,46 (26,45% growth compared to last year)

Here are the visuals:

I’ve set the rather ambitious goal of receiving €3100,- (netto) in dividends, which is an increase of €521,- euro compared to 2022!

I’ve made the following buys (no sells) in the past month:

These buys boosted my PADI to the following level:

And there you have it, my results from the previous month. What do you think? Did I make some nice moves? Did I miss some stock opportunity? Should I look at other stocks (I won’t see it as an advice, trust me :)). Let me know in the comments!

Investing

January & February 2022 dividend report

As mentioned in my previous post I would combine my January and February results in one big update and here it is! Even though a lot of cuts have been announced (damn you VFC and Intel) I’m still happy with my progress. I still need to take action on VFC and AT&T but that will happen after the ex dividend date, my full Intel position has been sold and redeployed into NN boosting my EU (Dutch) country allocation. Here are my results of the first two months of 2023!

January 2023: €129,26 (21,71% growth compared to last year)
February 2023: €149,01 (24,95% growth compared to last year)

And here are the visuals:

I’ve set the rather ambitious goal of receiving €3100,- (netto) in dividends, which is an increase of €521,- euro!

I’ve made the following buys (and sells) in the past two months:

I sold my Pentair stock because my broker does not provide a way to automatically reclaim the 15% additional dividend tax. These changes and additions to my portfolio delivered a net positive for my PADI (Projected Annual Dividend Income):

Interesting to note is that my PADI grew with 616 euro YOY, that’s a whopping 30,29%! I’m pretty excited about that actually, it really shows that my snowball is rolling. 🙂

The progress is definitely real going through my seventh year as a dividend growth investor starting back in March of 2017 (with a monthly total of €1,98). As always my results are converted from their base currency to euro and are post-tax.

I would love to hear your thoughts on my results and ofcourse on your own results. Please let me know in the comments!

Investing

Q4 2022 Dividend Report + 2022 Review

It’s been a while since I posted here, sorry for the hiatus. Although I really enjoy interacting with my fellow bloggers sometimes life gets in the way. Well, that’s not really true…it doesn’t get in the way but I allow (as I should) it to take precedence over my bloglife :). The reality is however that the lower my post count and acitvity on other blogs, the lower the interaction is here and therefore less valuable to me when I get back. Such is life I guess…

Lets look at my results of te fourth quarter of 2022:

Oktober 2022: €135,52 (-33,49% decline compared to last year)
November 2022: €141,39 (25,09% growth compared to last year)
December 2022: €305,61 (35,20% growth compared to last year)

And here are the visuals:

RECAP 2022

  • I smashed my goal of receiving €2250 in dividends in 2022 with a margin of €328,98!
  • I upgraded my monthly capital investments in the last quarter to €1250 (I won’t be able to sustain this, but we have enough savings at the moment).
  • I realised PADI (projected annual dividend income) growth of 34,43%.

Financially speaking it was a great year with some tremendous progress, but it’s not all sunshine and rainbows:

  • With the EU/USD exchange rate changing I really couldn’t make a lot of progress despite a large increase in monthly capital deposits. This was pretty demotivating to see month after month.
  • The AT&T dividend cut was announced, I didn’t act on it and lost a lot of money in the progress.
  • My position in Phillips became my largest (unrealized) loss in my investment career. I’m still debating what to do.

Besides my financial life as some of you may know my father suffered a stroke in April of 2022. This event has had a profound impact on our lives that continues to this day. I for one am really glad that we’ve put 2022 behind us and started a fresh new year.

Since it’s already February going on March I’m going to combine my January + Febuary dividend reports. Until then!

Dividend Received

September 2022 dividend report

I had planned to post something about my buys from previous months but life got in the way, so I decided to skip that and go straigth to my dividend results from September before October is over. And boy do I have some awesome results! 🙂

Let’s dive in:

TickerAmount (€)
INTC6.21
AFL12.6
ADM23.72
PFE17.12
UPS10.36
IBM13.81
3M14.97
WBA20.1
PRU19.3
ORI*85.37
O4.82
ED8.69
VFC7.32
UNH5.68
QCOM12.28
JNJ2.90
CWEN12.81
RelX9.49
Unilever53.62
Ahold64.55
Viatris0.61
ASR44.15
PNW13.02
V1.27
AGCO1.62
SWK5.51
TROW14.53
WKL12.32
Total€498.75
*) Including a special dividend

No less then 28 companies deposited their dividends into my brokerage account, ready to be manually reinvested in the same or other dividend stocks. Only €1,25 is missing to reach the €500 mark, AARGHH! My absolute dividend record so far, shattering my previous one from June 2022!

Newcomer AGCO made its first payment, I’m expecting great things from this company for the years to come. ORI provided yet another special dividend, I believe that this is already the third time since I started my position! Other than that growth was mostly organic with dividend increases and the increasing dollar value compared to the euro.

And here are the visuals:

The scaling is all over the place 🙂

And working towards my 2022 goal of €2250 in dividends received:

Seems like I will be going for a stretch goal?

Annual totals:

Already surpassed my previous year with a quarter still to go!

September 2021€306,08
September 2022: €498.75

An awesome of 63% compared to last year caused by dividend increases, additional shares bought, 1 new position and a special dividend.

The progress is definitely real going through my sixth year as a dividend growth investor starting back in March of 2017 (with a monthly total of €1,98).

As always my results are converted from their base currency to euro and are post-tax.

I would love to hear your thoughts on my results and ofcourse on your own results. Please let me know in the comments!

Investing

June through August 2022 dividend report

It’s been almost two months since I posted my life update.

Two months in which life went on, not as usual, but different…changed. Thankful that life went on, mad and frustrated on the loss of (some) quality of life. Not that I’m not grateful on what we still have, but change doesn’t come easy. Especially unwanted change.

I’m glad to report that things are moving in an upwards fashion with my father. There is a long way to go, no doubt, but we are moving again. Thats the most important part. That being said, lets move on to the dividend report.

During all this I’ve kept up my investing game, determined more than ever to craft a different life for myself, my family and possibly the generation after me. Which means keeping up with my monthly buys, making my reports (but not posting them) and seeing how I can improve our financials in other ways (like investigating if we can refinance our mortgage).

I’ll just post the numbers of June and July and go into more detail for August.

June 2022: €409,10 largest haul ever with an 106% growth rate. Thanks to yearly payers ASR and PHIA.
July 2022: €132,44 with an 15% organic growth rate.

August 2022:

TickerAmount (€)
T16.05
VZ12.15
GIS4.50
CVS12.72
TXN9.58
ABBV35.25
OHI16.75
PG6.09
HRL2.16
ASML5.82
O4.75
Total€125,82
EURO/USD course had impact as well


No less then 11 companies deposited their dividends into my brokerage account, ready to be reinvested (manually) in the same or other dividend stocks. Newcomer AMSL made its first payment, I’m expecting great things from this company for the years to come. VZ is picking up the slack from T‘s dividend cut. Other than that growth was mostly organic with dividend increases and the increasing dollar value compared to the euro.

And here are the visuals:

Love me some Neon green

And working towards my 2022 goal of €2250 in dividends received:

Still on schedule with a full quarter+ to go.

Annual totals:

Already passed 2020 total!

August 2021€99,09
August 2022: €125,82

A nice increase of 27% compared to last year mostly caused by dividend increases, additional shares bought and 1 new position.

The progress is definitely real going through my sixth year as a dividend growth investor starting back in March of 2017 (with a monthly total of €1,98).

As always my results are converted from their base currency to euro and are post-tax.

I would love to hear your thoughts on my results and ofcourse on your own results. Please let me know in the comments!

Investing

Life update

It’s been a while since I last posted here. I wasn’t sure if I was going to write this post let alone publish it. Both because it is highly personal and that I didn’t realise there was a lesson in it until I typed it out. My original version of this was much longer, but some details have since been removed.

A few months ago, my father suffered a brain aneurysm, or more commonly called a brain bleed or a stroke. Thanks to quick thinking from the people surrounding him at the time and the great care he received in the hospital he survived.

It is currently unknown which of the current issues he has with walking, balance or speech will be permanent or will be resolved in time. We can only hope for the best, time will tell. We can consider us lucky already compared to other people we saw on the same unit in the hospital.

This event has left us scarred. It definitely has made me reconsider my perspective on life itself and how transitory it can be. I can remember having doubts on whether or not to go to a dinner with someone or how much a weekend away would additionally cost us. I already considered myself somewhat more aware on the importance of time & making memories, but this has made me even more focused.

Saving and investing is one of the most important things you can do in your life to build a better future for yourself and your loved ones. But don’t forget to live now, because tomorrow is promised to no one.

So go out and make those memories (money be damned) because in the end they are worth so much more than some number on a balance sheet.

And if you can, call your mom/dad/family member and tell them that you love them.

Investing

March 2022 Dividend Report

Even if life is hitting you with a sledgehammer, you can still count on your dividends rolling in. My second highest haul ever.

Let’s dive in:

TickerAmount (€)
INTC5.41
AFL10.98
ADM20.78
PFE15.62
UPS9.45
IBM12.74
3M13.84
WBA18.51
PRU17.67
ORI14.48
O4.35
ED7.89
VFC2.30
UNH4.45
QCOM9.97
JNJ2.43
CWEN1.33
Unilever54.63
PNW11.35
Visa1.10
Viatris0.55
SWK2.43
TROW6.43
Total€248.69
New record, just missing the 250 mark.

No less then 23 companies deposited their dividends into my brokerage account, ready to be reinvested (manually) in the same or other dividend stocks. Newcomers are TROW, SWK & Visa.

And here are the visuals:

And working towards my 2022 goal of €2250 in dividends received:

Annual totals:

So far 2022 already surpasses 2017 + 2018 combined!

March 2021€161,36
March 2022: €248,69

A mega increase of 54,12% compared to last year mostly caused by dividend increases, additional shares bought and three new positions.

The progress is definitely real going through my sixth year as a dividend growth investor starting back in March of 2017 (with a monthly total of €1,98).

As always my results are converted from their base currency to euro and are post-tax.

I would love to hear your thoughts on my results and ofcourse on your own results. Please let me know in the comments!

Investing

Buys from March 2022 + PADI update

Since I was really late with my dividend report of february I decided to increase the pace and also write up my buys from February and March 2022. Despite the markets reactions to various real world events I made my usual monthly buys and expanded existing postions and opened up a new one!

February 2022:
04 x Stanley Black & Decker @ $160,15.
01 x T Rowe Price Group @ $142,19.

March 2022:
07 x T Rowe Price Group @ $147,83.
03 x Clearway Energy @ $35,96.

As you can see I expanded my positions in TROW with 8 and CWEN with 3 shares. After an interesting article (dutch) by DeKleineKapitalist I did my own research and couldn’t agree more with his analysis. So I initiated my own position in Stanley Black & Decker to boost my position in Industrials.

Dividend increases (that I’m aware of):
Ahold Delhaize = 5,6%
ASR NV = 18,6%
Wolters Kluwer = 15%
3M = 0,7%

With these buys (and the current USD/EU exchange rate) and dividend increases my PADI is now:

A nice increase of 5,95% compared to last month with some dividend increases that packed quite a punch! This concludes my new PADI update, did you find this interesting? Got questions?

What movie is this?

Let me know in the comments!

Investing

February 2022 Dividend Report

This is going to be a quick one, it has been quite hectic at work and at home leaving little room for blogposts. So this one is short & sweet.

My results from February:

TickerAmount (€)
T27.37
GIS3.83
CVS11.58
TXN8.53
ABBV31.53
OHI14.98
PG5.19
HRL1.93
O4.22
VZ10.1
Total119.26

No less then 10 companies deposited their dividends into my brokerage account, ready to be reinvested (manually) in the same or other dividend stocks.

And here are the visuals:

Green growth!

And working towards my 2022 goal of €2250 in dividends received:

We’re at 10% in month #2

Annual totals:

I’ll probably reach 2018 total next month!

February 2021€148,33
February 2022: €119,26

A solid increase of 23,96% compared to last year mostly caused by dividend increases and a slightly larger OHI position. Awesome how DGI works in real life!

The progress is definitely real going through my sixth year as a dividend growth investor starting back in March of 2017 (with a monthly total of €1,98).

As always my results are converted from their base currency to euro and are post-tax.

I would love to hear your thoughts on my results and ofcourse on your own results. Please let me know in the comments!