Dividend Received · Investing

July 2018 Dividend Report

So after completing my buying spree last month I took some well deserved time off the grid. Well not completely off but far removed 🙂 After being back in the office for a week I really needed to readjust back into the groove. Although I love my job, it hit me again that it would be fantastic to truely be a master of your own time. Oh well, only thing I can do is do my utmost best to create my own future. For myself and for my family.

Cool thing about being a DGI investor is that you get paid for doing nothing! I estimated that I would earn about €1,- a day during my vacation totalling €21,-. Let’s see how well I estimated this.

A total of 8 companies payed me this month:

Date Ticker Shares Amount (€)
03/07/2018 PPL 23 6.87
03/07/2018 PEP 5 3.37
04/07/2018 KMB 5 3.64
13/07/2018 HASI 15 3.59
16/07/2018 O 23 3.67
17/07/2018 CAH 5 1.73
26/07/20148 CSCO 10 2.4
27/07/2018 DIS 2 1.22
€26,49

So this means I actually earned about 17,94 during my vacation. Not too shabby! For the sharp observer you can also notice that this €26,49 is my new alltime dividend record!

So this means my progress so far this year is coming along nicely:

div_received_july_2018

And so far so good on my 2018 goals:

div_received_july_goal_2018

Total dividend YTD 2018: €142.
Total dividend received ever: €230,79.

And now….the big moment, my YoY-comparison!

July 2017: €6,55.
July 2018: €26,49.

Thats another amazing increase of 404,43% compared to last year! 

I’ll be off binge-commenting on your blogs now, I would love to hear your thoughts on your month (or mine)?

Advertisements
Investing

These are my buys for July 2018 + Milestone reached!

Ah yes, a short and sweet post. I only posted my June results in the previous month and nothing more. I did however make a few buys last month and commented on a few of your blogs when I felt like it. For example on Engineering Dividends after being mentioned in his poem. I mean how often do you get to be in someone’s poem right? I also visited Tom over at Dividends Diversify, as he always has some great content there.

The reason for this “inactivity ” is simple: Vacation.

I’ve spent the last few weeks in the beautiful southern of France.

But right before I left I made some nice buys. Since this is a short and sweet post I won’t add the rationale this time, but be free to ask in the comments and I will happily explain my thoughts on the matter.

In total I added:

11/07/2018: 6 shares of AbbVie (ABBV) @ $95,24 adding $23,04 in forward income.

13/07/2018: 18 shares Pfizer (PFE) @ $37,25 adding $24,48 in forward income.

16/07/2018: 16 shares Iron Mountain (IRM) @ $36,50 adding $37,568 in forward income.

In total I added ($85,088-15%) $72,32 of forward income (post-tax) crossing the infamous $500 dollar threshold! I added 16,6% of forward income, completing the challenge set by BuyHoldLong.

So there you have it guys and gals, my new total forward income is now $435.78 +$72,32 = $508,10!

Dividend Received · Investing

June 2018 Dividend Report

And BOOM, it’s july! Summer is really upon us as the temperature keeps rising and vacation time is around the corner. This year its going to be even more awesome when I realise that during my vacation I’ll earn €1,- a day when I’m on my holiday having fun!

Although we’re really looking forward to a well deserved vacation, its not our time yet. So here are the numbers for June. Alas no personal record for me this month (Solid second highest ever though!), but I’m still excited about the growth as you’ll see later in the post.

Date Ticker Shares Amount (€)
01/06/2018 INTC 8 2.23
01/06/2018 PFE 9 1.74
06/06/2018 UN 10 3.96
08/06/2018 ADM 18 4.34
12/06/2018 IBM 2 2.27
17/06/2018 O 23 3.69
19/06/2018 VFC 6 2.02
21/06/2018 QCOM 6 2.72
€ 22,97

So this means my progress so far this year is coming along nicely:

div_received_june_2018

And so far so good on my 2018 goals:

div_received_june_goal_2018

We crossed the half year mark and I’m ahead of schedule on my 2018 dividend total!

Total dividend YTD 2018: €115,51 (which is almost €30 more then our 2017 total!)
Total dividend received ever: €204,30.

And now….the big moment, my YoY-comparison!

June 2017: 2,72
June 2018: €22,97

Thats another amazing increase of 844,49% compared to last year! 

How about you my dear readers / fellow bloggers, how was your June?

Investing

This is my (second) extra-large buy for June 2018

As I have hinted with the title of my previous blogpost, I also made a second buy this month. After recieving our holiday allowance in May we received our tax refund in June.

Out of the blue Mrs. Robot said: “Well, since our tax refund is in how about you spend €2000,- on our stock portfolio and we save the rest.” I totally did not see that one coming, but I love it none the less. Talk about another kicker to our portfolio! 🙂

lovemywife

So I immediately transferred half of that amount to our brokerage account (so she didn’t have time to reconsider), ready to deploy that capital! And it didn’t take me long to decide where to put that money.

abbvie

  AbbVie
P/E (<20) 23,44
Yield (>2%) 4,13%
Payout Ratio (<75%) 49,2%
Increases (>= 5 year) Aristocrat: 45 years
3-year DGR (>5%) 15,5% (couldn’t find the 5 year version)
EPS (>0) $3,97
Valuation (<=10% > 52wk low) 25,44%

Seeing my above screener I realise that this stock defintely did not hit all my preferred metrics. But I have no issues with paying somewhat of a premium for this company. I intiated a position by buying 12 shares of AbbVie @ $93,05.

This new addition to my stock portfolio increases my forward income (with 12 x $3.84 – 15% = $39,17) from $396,74 to $435.78! 

I’ve got the $500 mark in my crosshairs!

 

 

Investing

This is my (first) extra-large buy for June 2018

It’s june and that means it is time for a new stock buy. The market has seen some volatility lately which made for some interesting opportunities.  After dropping a few hints here and there on your blogs (and on this one!) I finally entered the Utilities sector, BIG TIME. At least in a big way for me.

In the Netherlands your May paycheck also includes your holiday allowance. After some discussion with Mrs. Bot we decided to double the amount of capital to deploy this month. Awesome! Mrs. Bot is really getting on board with this whole DGI stock market thing so that bodes well for the future.

So what did I buy you ask? Well let me show you!

On 4/6/2018 I bought my first utility stock, PPL Corporation. I initated a position with 22 shares @ $27,-. As per usual the price immediately dropped afterwards with about $2. I really need to find out why this keeps happening 🙂

PPL_logo

  PPL
P/E (<20) 15,88
Yield (>2%) 6,07%
Payout Ratio (<75%) 93,82%
Increases (>= 5 year) 6 years
5-year DGR (>5%) 1,6%
EPS (>0) $1,70
Valuation (<=10% > 52wk low) 6,30%

I’m not expecting large dividend increases in the near future, but the 6,07% dividend yield makes up for that. ITs prt of my DGI strategy of mixing up high yielders with low growth and low yielders with high growth,

theresmore

Yes there actually is more, so here is what I bought next: On 06/06 I initiated a position in Consolidated Edison. I bought 8 shares @ $72,82.

consolidated_edison

  Consolidated Edison
P/E (<20) 14,45
Yield (>2%) 3,92%
Payout Ratio (<75%) 67,1%
Increases (>= 5 year) Aristocrat: 43 years
5-year DGR (>5%) 2,7%
EPS (>0) $5,04
Valuation (<=10% > 52wk low) 2,33%

And then I still wasn’t finished buying as PPL dropped in price I was able to snag an additional share @ $25,80 lowering my costbase a fraction. 🙂

So with these buys I made some nice progress on my forward income:

8 shares ED provides me with a yearly dividend of $22,88 -15% Taxes) = $19,45.
23 shares PPL provides me with a yearly dividend of $37,72 – 15% (taxes) = $32,06.

Together with my last buy and another 0,2% dividend increase from Realty Income Coporation (O) this makes my new forward income a grand total of $396,74!

 

 

Dividend Received · Investing

May 2018 Dividend Report

And we’re in June! Is it just me or is this year going faster and faster by the minute? I’m still really excited with my personal record of last month and the fact that I could do an extra-large buy adding even more fuel to my FIRE 🙂

So ladies and gentleman of the jury, I present you my May results! No less then 6 different companies payed me last month:

Date Ticker Shares Amount (€)
01/05/2018 GIS 10 3,46
01/05/2018 T 31 7,45
15/05/2018 OHI 13 6,15
16/05/2018 HRL 10 1,35
16/05/2018 O 23 3,62
16/05/2018 PG 8 4,11
€26,14

Yes my preciousssssss………another personal record (two times in a row)!

<*> insert happy dance here</*>

My year to date graph looks like this:

div_received_may_2018

This brings me that much closer to my 2018 goal:

div_received_ytd_may_2018

Still on track for the 2018 goals!

Total dividend YTD: €92,54
Total dividend received ever: €181,33

And now….the big moment, my third YoY-comparison!

May 2017: €12,23
May 2018: €26,14

Thats another amazing increase of 113,74% compared to last year! 

How about you my dear readers / fellow bloggers, how was your May?

Investing

This is my (extra-large) buy for May 2018

So first off, let me say thank you to all the people commenting on my own small space on the big interweb. It amazes me that in the past year I’ve (virtually) met people from all over the world who share a common goal. To create a better life for themselves and their loved ones.

As some of you have already seen on other blogs I frequent, I’ve made not one, not two but no less then three buys this month! Next to my regular monthly contributions of €500,- I received a bonus from my employer. Part of the perks of my new job since last September was an annual bonus from the company. Unfortunately I didn’t get the complete bonus since when the year ended I had only been at the company for 4 months, but still it gave me an additional €700,- to spend on behalf to my portfolio.

So I decided to put my money to work and made the following buys:

unilever_logo

On 02/05/2018 I added 12 shares of Unilever @ €46,47.

  Unilever
P/E (<20) 21,71 (slightly higher then I normally want)
Yield (>2%) 3,32%
Payout Ratio (<75%) 64.91%
Increases (>= 5 year) 2 years (varied through the years)
5-year DGR (>5%) Fluctuated a lot
EPS (>0) 1,55
Valuation (<=10% > 52wk low) 10,78%

As you can see the financials are not as optimal as I want them to be, but since it’s a Dutch-British company it balanced my portfolio better against my majority of US stocks. With the ex-dividend date a day later it also allowed me to snag their dividens three times this year. Lastly we have and use a lot (!) of their products. Think shampoo, conditioner, soap, creme and ofcourse everyone’s favourite (except my wife’s) PEANUTBUTTER! 🙂

My second buy happened a day later when I saw a dividend aristocrat hit their 52-week lows and boy I wasn’t the only one who noticed.

pepsico_logo

I added 5 shares of this world famous company @ $97.

  Pepsico
P/E (<20) 28,61 (higher then I normally want)
Yield (>2%) 3,82%
Payout Ratio (<75%) 65,2%
Increases (>= 5 year) Aristocrat: 45 years
5-year DGR (>5%) 8,7%
EPS (>0) $3,39
Valuation (<=10% > 52wk low) 1,10%

And on the same day I splurged some more and added to an existing postion.

att_logo

Since the price dropped a lot since I added to my existing postion last november and is even further removed from the price when I initiated ($41,75 :() in this titan of industry, But with the yield spilling over the 6% mark, I added another 10 shares @ $31,90.

So with all three above purchases AND a 4% dividend increase from IBM my 12-month forward income rises from $298,04 to $345,31. So I didn’t just cross the $300 mark but I’m already halfway to the $400 mark!

The snowball is rolling ladies and gentleman!