So its time to discuss my monthly buy again and again I went a bit off course. My initial idea (thanks to my portfolio review) was to open a position in the Utilities sector since I have no exposure there. I was in the middle of analysing a few companies (thanks to Mr. ATM) when I saw a nice opportunity to add yet another dividend aristocrat to my list!
I initiated a position in KMB by buying 5 shares @ $111,60:
||Kimberly Clark Corporation
|Payout Ratio (<75%)
|Increases (>= 5 year)
||Aristocrat: 45 years (!) of dividend increases
|5-year DGR (>5%)
|Valuation (<=10% > 52wk low)
||$109,51 = 52-wk low => 1,91% > 52-wk low
Additional reason for me to buy a stock is if I use its products. Well with a small kid around who loves to swim: Huggies – Little Swimmers are often used! Besides that, we have run through 100+ Kleenex boxes during past winter with all the flu/sniffles/colds going around in the house 🙂
This buy adds (5 x 4 x 1) – 15% = $17 to my forward income, bringing the total to $258,62 + $17 = $275,62.
But wait…..there’s more! With my deposit of €500 I had some left over after these 5 shares (I can’t buy partial shares). I decided to add up on my home based allocation and added 3 shares of Ahold Delhaize (AD) to my existing position for €18,25.
With their recent announcement regarding a dividend increase to €0,63 this will add another ((3 x 0,63) – 15%) x current EURO/USD exchange rate = $1,97 to my forward income. So with these buys my new forward income total is $277,59!
What do you think of my latest buys? Did you buy something yourself? Please share it in the comments!
Ah yes, another post about dividend increases! I received three dividend increases. That brings the 2018 total to 5 increases already!
Archer Daniels Midland (ADM) declares $0.335/share quarterly dividend, 4.7% increase from prior dividend of $0.32. Forward yield 3.3% Payable March 13;
for shareholders of record Feb. 20; ex-div Feb. 16.
Cisco (CSCO) has declared a quarterly dividend of $0.33 per common share, a 4-cent increase or up 14% over the previous quarter’s dividend, to be paid on April 25, 2018 to all shareholders of record as of the close of business on April 5, 2018.
Last week Ahold Delhaize (AD) announced a 10.5% increase in its yearly dividend. The dividend is raised from €0.57 to €0.63. This represents a payout ratio of 47%. This dividend is up for approval by the General Meeting of Shareholders on April 11, 2018. The dividend pay date is April 26, 2018 to shareholders of record on April 16, 2018 (ex dividend April 13, 2018). (thanks for the heads up Pollie!)
The calculations I have made so far totaled up to a forward income of $261,45. Weird thing is that I just redid my total dividend calculations by simply manually adding them to my excel and then my new total is: $258,62 (including these increases).
So thats a bit dissapointing, my guess is I made a wrong calculation somewhere (and maybe messed with the USD/EUR conversion). 😦
And BAM, month two is in the pocket! This ofcourse is a short month but it also went by extremely fast or is it just me?
In any case, I am pleased to announce that this was a new dividend record for me! I was payed by 5 different companies this month. Here are the numbers:
A grand total of €19,17 for me this month. A new dividend record in this short year that I started this journey! On the 20th of february 2017 I purchased (dutch post) my first stocks, shares in Ahold. The cool part is that I recieved my first dividends in March 2017, so that means that in my next dividend report I can make my first Year-over-Year comparison, so I’m pretty excited to see (& report) those numbers!
My year to date graph looks like this:
This brings me that much closer to my 2018 goal:
All in all, I’m a very happy camper with my february results. 🙂
So I’ve posted all of my monthly buys, but I never posted a complete up to date overview of my current portfolio. Which means I also didn’t analyse it enough to check on my diversification which ofcourse is a bad thing. So I thought its time to post an overview for you all to roast 🙂
Current portfolio including current market value and total weight on the portfolio:
This is the sector diversification:
And the country diversification, granted this is somewhat askew since a lot of the companies I invest are multinationals with presence around the globe:
Well my dear readers, I would very much like to know what you think of my current portfolio? Don’t pull any punches, I can take it. 🙂
Also I would be interested in any recommendations for stocks you can give me to further diversify (no oil, tobacco or weapons though)?
So we have had an interesting week. After record after record and high after high we finally had a small correction in the markets, not once but twice. Is this the beginning of a larger correction? Who knows, but what I do know was that it offered me a nice price drop for a buy that I wanted to make anyway.
I was fortunate to be able to add another 500 euro to my portfolio and I decided to splurge it all in more than doubling my position in the monthly dividend company, Realty Income.
I’ve added 13 shares @ $50! And as usual after one of my buys, the price dipped even lower and is now hovering around $48,90. So people if you’re looking for a bargain, please wait until after my monthly buy post and you will be guaranteed a lower price then what I paid for it. 🙂 These 13 shares offered a juicy 5,26% yield which will help me a lot in my forward income.
These 13 shares provide me with an additional income of (13 x 12 x 0.219) – 15% = $29,04 and brings the new total towards $232,41 + $29,04 = $261,45.
I crossed the $250 mark! How cool is that?!?
Aaaaand it’s gone! The first month of the year has officially ended and 2018 is in full swing. Time went by so fast that I even lagged in my blog posting since I didn’t report my previous buy of 5 shares of Realty Income (O) @ $55 (and it dipped a whole lot lower as usual) and 8 shares of Archer Daniel Midlands (ADM) @ $40.
These two buys increased my forward income by:
Realty Income: (5 x 12 x 0.219) – 15% = $11,17
Archer Daniel Midlands: (8 x 4 x 0,32) – 15% = $8,70
So my new forward income (after my increases in January) is $212,54 + $19.87 = $232,41!
A mini-blog post inside my blogpost inception-style! 🙂
So a total of 5 companies payed me in January:
My year to date graph:
My goal 2018 graph:
Not my best haul ever, but a good start of 2018! How was your month?
So the first month of 2018 is almost finished and already I have recieved three (!) dividend increases:
Intel (INTC) declares $0.30/share quarterly dividend, 10.1% increase from prior dividend of $0.27. Forward yield 2.65% Payable March 1; for shareholders of record Feb. 7; ex-div Feb. 6.
Which adds additional income of (8 x 4 x 0,03) – 15% = $0,816
Omega Healthcare Investors (OHI) declares $0.66/share quarterly dividend, 1.5% increase from prior dividend of $0.65. Forward yield 10.11% Payable Feb. 15; for shareholders of record Jan. 31; ex-div Jan. 30.
Which adds additional income of (13 x 4 x 0,01) – 15% = $0,442
Realty Income (O) declares $0.219/share monthly dividend, 3.1% increase from prior dividend of $0.2125. Forward yield 4.96% Payable Feb. 15; for shareholders of record Feb. 1; ex-div Jan. 31.
Which adds additional income of (10 x 11 x 0,0065) – 15% = $0,60775
Which brings my new forward income to $210,67 + $1,86575 = $212,54 without lifting a finger! Loving this DGI journey!