Dividend Received · Investing

March 2020 Dividend Report

What a world and market in turmoil, I haven’t seen anything like this before in my life. The Mr. Robot family is currently in the Dutch version of lockdown. So 100% remote work for me and Mrs. Bot and we have Lil’Bot and BabyBot fulltime at home.

I hope all of my readers are currently safe and doing their part into keeping everybody safe including social distancing and personal hygiene. Let’s fight this together!

Although health is more important than everything I could ever write here, this is still a blog about dividend and financial freedom. And to keep things realistic I will not only share my monthly report but also a quick report on the entire portfolio.

I started my investment journey in February 2017 (Dutch) with a buy of 15 shares Ahold. Ever since then my portfolio has only gone up and up (and up!). So much so that I reported a healthy capital gain of about €11k. That is until Corona hit big time, I saw my portfolio drop from +€11k to about -€4k in two weeks time. 

Even though I’m not easily rattled by market fluctuations this made me second guess myself a few times. Was I so wrong in my choice of stocks, will this go even further? Some stocks dropped a little but some stocks (SPG I’m looking at you) dropped $100 a share, those are some scary numbers.

I’m happy to report that my emotional rollercoaster ended fairly quickly as I resigned myself to the whims aof the market and remembered that I’m in it for the long haul and that events are bound to happen. As I’m writing this my portfolio is back at +€2,4k and more importantly my dividends are still coming in (and growing). Hopefully they will stay this way, but realistically cuts are a possibillity (looking at you again SPG).

My report for March 2020:

Ticker Amount (€)
INTC 2
AFL 3.2
ADM 16.32
PFE 11.43
UPS 6.08
IBM 12.19
UN 13.97
3M 13.5
WBA 8.68
PRU 13.36
ORI 13.08
O 4.09
ED 4.64
VFC 2.28
UNH 3.39
QCOM 9.06
Total €137.27

Sharp readers will see that Aflac payed me my first dividend! I will be posting a buy post later this month detailing my recent buys.

Here are the visuals:

div_received_march_2020

Working towards the 2020 goal of €1500 in dividends:

div_goal_march_2020

March 2019: €71,45
March 2020: €137,27

An awesome 92,1% growth compared to last March. As always my results are converted from their base currency to euro and are post-tax.

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

Dividend Received · Investing

February 2020 Dividend Report

Another month of 2020 has passed, it’s amazing how fast time went by. It was a month (or actually weeks) of the world and stock market in turmoil due to Corona. Bringing down valuations to levels not seen in quite some time and to be honest more fairly valued.

Besides the valuation, this is also a testing time for a lot of us (fairly) new investors to test our resolve in a (temporary?) declining market. Are you riding out the storm and averaging down on great DGI companies to boost your portfolio or are you selling to capitalize on previous gains? I’ve seen my portfolio tank with €1000 in a day last week. It comforts me to know that I’m not panicking but staying the course, I hope you are too!

Even with all the panic outside, my portfolio brought in a steady stream of dividends:

Ticker Amount (€)
T 24.75
GIS 3.75
CVS 10.75
TXN 7.00
ABBV 27.75
OHI 11.03
PG 4.69
HRL 1.83
O 4.19
SPG 6.46
Total €102.2

It’s awesome to see that from now on the second month of the quarter will (also) always be a €100+ month! I’ve got my new position in SPG to thank for crossing that threshold.

My visuals show more then my words can:

div_received_february_2020

And another month closer to my 2020 goal:

div_goal_february_2020

February 2019: €54,68
February 2020: €102,20

A solid 86,9% growth compared to last February. As always my results are converted from their base currency to euro and are post-tax.

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

Investing

These are my buys (9 months edition)

I just checked my own posts and realised I haven’t posted a buy post since May last year! I didn’t realise that so much time has already passed but to make it up to you my dear readers: Here are my buys since last May!

June 2019
ups_logo fdx_logo 3m_logo
4x 3M @ $169.
5x FedEx Corp @ $159,75.
8x United Parcel Serv.B @ $100,25.

July 2019
wba_logoabbvie att_logoibmlogo
17x AT&T Inc @ $33,45
10x Walgreens Boots Alliance @ $54,45
5x IBM @ $139,6
9x AbbVie @ $72,92

August 2019
pru_logo adm_logo pfizer 3m_logocah_logo
15/8: 12x Prudential Financial @ $79,95
15/8: 20x Archer Daniels Midland Co @ $36,6
15/8: 13x Pfizer Inc @ $34,34
15/8: 2x 3M @ $157,32
15/8: 12x Cardinal Health Inc. @ $42,23

September 2019
unh_logo
4x UnitedHealth Group @ $233,66

October + november 2019
3m_logo cvs_logocisco_logo
21/10: 2x 3M @ 165,42
21/10: 8x CVS Health Corporation @ 65,76
21/10: 1x Cisco Systems @ 47,42

December 2019
cisco_logo spg_logoatt_logo
04/12: 7x Cisco Systems @ 44,065
04/12: 4x Simon Property Group @ 149,24
31/12: 1x AT&T Inc @ 39,005
31/12: 9x Cisco Systems @ 47,6

January 2020
att_logoohi_logo
07/01: 8x Omega Healthcare Investors @ 42
07/01: 11x AT&T Inc @ 39

February 2020
aflac_logo
04/02: 15x Aflac Inc. @ 52,6

There you have it, all my investments up until two weeks ago. My monthly capital has already been deployed for February so my next buy will be in March!

With all these buys my new annual forward income stands at €1281,– (converted from base currency and POST-tax).

Dividend Received · Investing

January 2020 Dividend Report

So I hope everybody had an amazing start of the year! It’s been incredibly busy at work and with Lil’Bot and BabyBot growing like cabbage (translated that from a Dutch saying) we never have a dull (or quiet :)) moment.

Thankfully my portfolio is doing the work for me, so let’s look at last months results. The first month of the quarter is my lowest, followed by the second month and the third one’s the charm as they say.

Ticker Amount (€)
PPL 7.22
IRM 22.56
KMB 3.92
PEP 3.65
HASI 3.84
LEG 9.13
CAH 9.52
O 3.98
CSCO 11.51
FDX 2.47
DIS 1.34
Total €79.14

That is looking mighty fine, but the visuals show my progress in the last three years better than any words could:

div_received_january_2020

And it a nice start towards my 2020 goal of €1500,- in received dividends.

div_goal_january_2020

January 2019: €51,25
January 2020: €79,14

A solid 54% growth compared to last January. As always my results are converted from their base currency to euro and are post-tax.

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

Dividend Received · Investing

December 2019 dividendreport + 2019 year review

I’ve been lagging in regular updates and I’m hoping that 2020 will resolve that (starting February I promise! :)). Without further delay, here are my awesome results for December 2019:

Ticker Amount (€)
INTC 1.93
PFE 11.03
UPS 5.88
IBM 12.40
UN 14.04
ADM 16.02
3M 13.18
WBA 8.72
PRU 12.2
ORI 10.2
O 3.98
ED 4.50
VFC 2.20
UNH 3.28
QCOM 8.99
Total €128.55

A grand total of €128.55 provided me with my second best result since starting this DGI journey. Here are my visuals, next month results will start my fourth year! 🙂

div_received_december_2019

December 2018: €40,78.
December 2019: €128,55.

These results present a growth of about 215%, still going strong with the triple digit growth. Granted, in this stage of accumulation this is fairly easy attained.  As always my results are converted from their base currency to euro and are post-tax.

goals_2018

So what were my goals for 2019?

  1. Receive €650,- in dividends: Nailed it! With a total of €1007,29 I can really say I smashed this one. I need to to set more ambitious goals!
  2. Increase dividend portfolio to €28.500: I almost crossed the €40k mark at the end of 2019. I’ll probably remove such a goal for 2020 as total worth is not what is most important.
  3. Increase forward income to €1000: My current forward income stands at €1230 so made tremendous progress in this department (this is in euros en post-tax). I’ll be sure to make a buy report of my last quarter since I still made my monthly buys. The snow ball is running faster since I’ll average an additional €100 in dividens a month to invest back onto my portfolio.
  4. Write a healthy amout of 40 blogposts: Thats a definite no, I need to up my game providing my wok-life balance allows it..
  5. Spend less time with my phone: I defintely spent less on my phone but I did not hold my self to the 30 minute limit. I need to do better in 2020.
  6. Spend more time with my family: Score! This year was a lot better than the year before even with two kids. We spent lots of days together and I make it a priority above all else (especially work!).
  7. Read 12 self-improvement books: I’ve read a lot again this year, next year I’ll keep track more on which books so I can share them with you.
  8. Exercise 2-3 times a week: I’ll give myself a pass for this one. I think I kept this up the majority of the year except when I was sick a few times. So that’s a pass 🙂

There you have it, lots of succes but also room for improvement, including the goal setting process! My goals for 2020 will be for a future post, so stay tuned.

Dividend Received · Investing

October + November 2019 dividend report

I’m sorry my fellow bloggers & readers but time has not been on my side. I have been swamped privately and professionally and I still make a conscious decision to put my family first, work second en blogging third. Which does not mean I do not miss my interaction with you guys and girls. I really miss being active and commenting on your blogs 😦 I hope that in the New Year I can come back to reporting regularly on my progress towards financial freedom as well as supporting you on your own journeys.

My results for October:

Ticker Amount (€)
PPL 7.37
IRM 22.72
KMB 3.99
PEP 3.71
HASI 3.87
LEG 9.2
CAH 9.59
O 4
CSCO 2.66
FDX 2.52
€ 69.63

And my resutls for November:

Ticker Amount (€)
T 19.38
GIS 3.72
CVS 10.68
TXN 6.9
ABBV 24.66
OHI 6.68
PG 4.58
HRL 1.6
O 4
€ 82.20

Still going strong and it shows in my visual report:

div_received_october_november_2019

As I said in earlier reports I’ve already smashed my yearly goal of €650, so next year I will have to put a much more ambitious target. 🙂

Total dividend 2019: €878,74
Total dividend received ever: €1312,78

As always my results are converted from their base currency to euro and are post-tax. I would love to hear your thoughts on your month (or mine)?

Dividend Received · Investing

September 2019 dividend report

I’ll get straight to the point: BEST MONTH EVER!

My results for September 2019:

Ticker Amount (€)
INTC 1.94
PFE 7.52
UPS 5.91
IBM 12.45
UN 14.05
ADM 16.11
3M 8.88
WBA 8.77
PRU 12.28
ORI 61.65
O 3.99
ED 4.53
VFC 1.98
UNH 3.32
QCOM 9.15
€172.53

BOOM! Just like that my highest dividend received ever! Another milestone reached! My first ever €100+ month ever! At first I though this was solely caused by another first, a special dividend from ORI!) but upon further investigation I found that even without the special dividend I still receive over 100 on quarter endings from now on! How amazingly awesome is that!

Here are the visuals for August:

div_received_september_2019

Would you look at that chart, isn’t it beautiful?

As far as my yearly goal (€650 in total dividends) is concerned, I’ve blown that one out of the water with a full quarter to spare. So I’ll defintely need to work on stretch goals now, let’s maximize that last quarter!

Total dividend 2019: €726,91
Total dividend received ever: €1160,95

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

September 2018: 35,09
August 2019: €172,53

A whoppin’ 391% increase compared to last year! Granted its a bit skewed due to the special dividend :).

As always my results are converted from their base currency to euro and are post-tax. I would love to hear your thoughts on your month (or mine)?

Dividend Received · Investing

August 2019 dividend report

After coming back from vacation I noticed that my body wasn’t quite the same as when the vacation started 🙂 That’s what lots of brie cheese, French bread and Doritos will do to you. So I decided to start biking towards work.

With a 10,50 km bike ride per day I’m now at allmost 130 kilometer in the past three weeks. Measuring about 230 calories burned additionally every day and combining that with my fitness regimen of two and now three times a week I’m starting to lose the additional layers of fat! It’s all about putting in the work and eating the right kind of food together with some decent sleep. Well that last part isn’t really happening with two kids but 2/3 ain’t bad.

All the while my dividends were still rolling in like clockwork 🙂

My results for August 2019:

Ticker Amount (€)
T 19.52
GIS 3.74
CVS 7.64
TXN 5.84
ABBV 24.53
OHI 6.55
PG 4.55
HRL 1.60
O 3.98
AD 4.61
€82,56

Second highest payout ever received and I am inching towards that €100 euro a month payout! Here are the visuals for August:

div_received_august_2019

I need to start making stretch goals for 2019:

div_total_august_2019

Total dividend 2019: €554,38
Total dividend received ever: €988,42

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

August 2018: €43,69
August 2019: €82,56

A nice 88,97% increase compared to last year!

As always my results are converted from their base currency to euro and are post-tax. I would love to hear your thoughts on your month (or mine)?

 

Dividend Received · Investing

July 2019 dividend report

And just like that the main vacation of the year has come and gone. I’ve used my time off to spend some great quality time with my family.

It serves as a reminder that I need to keep working on my/our financial independence so I can spend even more quality time with them while also enjoying life to the fullest now.

No easy task but hey if it was easy, everybody would do it!

My results for July 2019:

Ticker Amount (€)
PPL 7.14
IRM 22.06
KMB 3.87
PEP 3.60
DIS 1.34
HASI 3.79
LEG 9.05
CAH 5.08
O 3.94
CSCO 2.66
FDX 2.45
€64,98

And the visuals for July:

div_received_jul_2019

Total 2019 goal is about certain now :):

div_total_jul_2019

Total dividend 2019: €471,82
Total dividend received ever: €905,86

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

July 2018€26,49
July 2019: €64,98

A nice 145,30% increase compared to last year!

As always my results are converted from their base currency to euro and are post-tax. I would love to hear your thoughts on your month (or mine)?

Dividend Received · Investing

May + June 2019 dividend report

Holy shizzles Batman, I haven’t posted anything in the month of June. Sorry my dear readers but as you might have guessed, life got in the way. I’ve been prioritising my family and my work above my blog and commenting on your blogs. To me it makes sense, hopefully for you as well otherwise you might have some re-evaluating to do.

If I look at my blog stats the dip is noticable as is the absence of some of my blogosphere companions. Its only natural I guess, no commenting on other blogs equals no comments on my blog. Quid pro Quo as discussed before.

Even though my blogpost count didn’t go higher I have been quite busy on the buying end as well, wielding massive capital lately from my tax returns, work bonus and holiday allowance. So expect to see some major improvements in my dividend income.

I will show my results of May and June together in one post so I will be back on track for my July report in August.

My results for May 2019:

Ticker Amount (€)
T 12.79
GIS 3.71
TXN 5.85
ABBV 17.03
OHI 6.5
PG 4.52
HRL 1.62
O 3.95
KBT 28.64
€ 84.61

Highest dividend income ever baby! And for a special reason -> KBT you might wonder? Well I wondered too! I had no idea what happened here only that for some reason I got payed extra! A first for me 🙂

After discussing with my broker and some online digging I noticed that VFC had spinoff their Denim business into a new standalone company Kontoor Brands. Apparantly I did not have a large enough position to earn me 1 share of KBT so I got payed an extra sum to compensate the “loss” of value of VFC. NICE! 🙂

So now the visuals for May:

div_received_may_2019

div_total_may_2019

Halfway to my dividend goal of the year and its only May! 🙂

And now for my June results:

Ticker Amount (€)
INTC 1.9
PFE 7.28
UN 14.22
IBM 6.07
ADM 10.59
3M 4.33
WBA 4.96
PRU 2.98
ORI 10.15
O 3.93
ED 4.47
VFC 2.28
QCOM 8.79
€ 81.95

Technically this is my highest dividend month ever since last month I received an extra payout from VFC. More than €80 a month is just awesome! This month also sees the results of additional investments and my two new positions 3M and WBA paying out for the first time bringing in almost an additional €10.

And ofcourse the visuals:

div_received_jun_2019

div_total_jun_2019

Total dividend 2019: €406,84
Total dividend received ever: €840,88

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

June 2018€22,97
April  2019: €81,95

As always my results are converted from their base currency to euro and are post-tax. I would love to hear your thoughts on your month (or mine)?