Investing

Buys from December 2021 + PADI update

One of my goals for this year (separate post coming on that) is to increase my amount of posts on the blog to keep myself more accountable for progress AND provide more content for you my dear readers. So I thought I’d kick off my once again giving an overview of the buy(s) I made last month and give you an update on how my PADI (Projected Annual Dividen Increase) is shaping up during the year.

So what exactly did I buy last month? Well let’s start of what I sold! Sold you say, but Mr. Roboto you only buy and hold correct? While that is techincally true, sometimes you need to re-evaluate and clean up your portfolio. As I did earlier with selling my PPL shares and replacing them with PNW. A move which still remains to be seen if it will indeed increases my dividend safety.

On 21/12 I sold to recently acquired spin-off stocks in the form of Kyndryl Holdings (IBM spin-off) and Orion Holding (spin-off from Realty income). I had no interest in expanding theseholdings and thought to put the money to use somewhere else. The money from these transactions combined with my monthly deposit funded the following buys on 22/12:

4 x T. Row Price Group ($190,40): Well known throughout the DGI community I decided to also jump on the bandwagon and become a fellow shareholder.

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries. The firm has assets under management of more than $1.6 trillion and annual revenues of $6.2 billion as of 2020, placing it 447 on the Fortune 500 list of the largest U.S. companies. Headquartered at 100 East Pratt Street in Baltimore, Maryland, it has 5,000 employees in Baltimore and 16 international offices serve clients in 47 countries around the world.

1 x Visa ($217,50): Also a commonly know stock and found in many DGI portfolios. Visa Inc. (Visa) is a payments technology company that provides digital payments across more than 200 countries and territories. The Company connects consumers, merchants, financial institutions, businesses, strategic partners and government entities to electronic payments.

These two buys brought my PADI up to:

All numbers are after taxes

As I mentioned somewhere earlier in the comments of a previous post, I crossed the 2000,- (euro) mark in forward income! All post-tax, so this is the net amount that I receive from here on going forward (barring any cuts or decreases ofcourse).

So there you have it, a new post with new information on my progress. Is there something else you would like me to share or expand on? Let me know in the comments!

8 thoughts on “Buys from December 2021 + PADI update

  1. Mooie groeiaandelen dit keer gekocht mr. Robot. TROW staat ook op mijn lijstje en raakt steeds meer in onderwaarderings territorium. Mag voor mij nog iets lager.

    Van dit soort aandelen ga je veel plezier krijgen de komende jaren.

    Gr

    Dividendbelegger

    Liked by 1 person

    1. Nice buys mr. Robot and also congratulations on passing the €2000 mark! (in your graph however, you have put the €2000 on January)

      I also need to find some time do my yearly evaluation of my portfolio.

      Like

    2. Mede door jou getriggerd om nog eens opnieuw naar de balans te kijken tussen groei en huidige hoge yield. Ik kan alvast spoileren dat in de volgende update deze posities zijn uitgebreid. 😉

      Like

  2. I did the same with my Orion and Kyndryl spinoffs shortly after the shares hit my account for much the same reasoning. Love seeing the TROW and V buys. Wish I still had my TROW but I regretfully sold out of it several years back. That was one of many mistakes that I’ve made over the years.

    Liked by 1 person

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