Monthly Review - June 2020

In this blog post I will go through the dividends I collected in June of 2020.

I will also go through changes in my portfolio.

Dividends received:

In June of 2020 I collected dividends from ten companies. The total amount received in net dividends was 76,73€.

Last year I collected 15,04€ in June from three companies (3M Company, Walgreens Boots Alliance Inc. and T. Rowe Price Group)

Year on year growth in net dividends for June was 410,20%.

The reason for the YOY increase is mostly because I have opened new positions in TROW, UPS, ADM, EMR, SWK and O. I have also added to my JNJ position and MMM has raised it's dividend.

List of the companies that paid me dividends in June 2020:
Sampo Oyj [SAMPO]

3M Company [MMM]

Walgreens Boots Alliance, Inc. [WBA]

T. Rowe Price Group Inc. [TROW]

United Parcel Service, Inc. [UPS]

Johnson & Johnson [JNJ]

Archer-Daniels-Midland Company [ADM]

Emerson Electric Co. [EMR]

Stanley Black & Decker, Inc. [SWK]

Realty Income Corporation  [O]

List of the companies that raised their dividends in June 2020:

Realty Income Corporation [O] 0,2% increase.

Buys:
Monthly investments in ETF's and Low-cost Index Funds.

Projected forward annual net dividends:
686,22€

Portfolios Yield on Cost net:
3,28%

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Stay safe!

Best Regards

D.G.E.

Monthly Review - May 2020

In this blog post I will go through the dividends I collected in May of 2020.

I will also go through changes in my portfolio.

General:

I broke a milestone this month! 1000 euros of net dividends collected. The total of net dividends collected is now 1016,06€ to be precise. Can't wait to get to 2000€.

The month of May consisted of some dividend cuts and suspensions. I think that it is good to experience these cuts and suspensions in the beginning phase of my journey. I didn't get upset, sad or anything. I'm just trying to learn from all of this.

I am currently reading Philip Fisher's Common Stocks and Uncommon Profits. I have already learnt a lot from the book and I'm only in the beginning of reading it.

In the future I will try to come up with a blog post with a topic of how I pick the companies I want to invest in but this will have to wait since I feel like it's still molding a bit along the way. I'm still in the beginning on my dividend growth investing journey so it might take a while to achieve a more detailed process.

Dividends received:

In May of 2020 I collected dividends from seven companies. The total amount received in net dividends was 29,55€.

Last year I collected 19,62€ in May from four companies (Huhtamaki, General Mills, Tanger, AT&T).

Year on year growth in net dividends for May was 29,55%.

The reason for the increase is mostly because I have opened new positions in Antero Midstream and QDVD ETF. I have also added to my Altria position. (AT&T and Altria)

List of the companies that paid me dividends in May 2020:
Taaleri Oyj [TAALA]

Altria Group, Inc. [MO]

General Mills, Inc. [GIS]

Tanger Factory Outlet Centers, Inc. [SKT]

AT&T Inc. [T]

Antero Midstream Corporation, Inc. [AM]

iShares MSCI USA Quality Dividend UCITS ETF USD [QDVD]

List of the companies that raised cut or suspended their dividends in May 2020:

Taaleri Oyj held their AGM on the May 18th: "The General Meeting decided according to the proposal of the Board of Directors that a dividend of EUR 0.16 per share be paid based on the balance sheet adopted for the financial year ended 31 December 2019. The dividend will be paid to shareholders who on the dividend record date of 20 May 2020 are entered as shareholders in the company’s shareholder register held by Euroclear Finland Ltd. The dividend is to be paid on 28 May 2020.

In addition, the General meeting authorised the Board of Directors to at a later date decide on a payment of a maximum dividend of EUR 0.16 per share for the financial year 2019 with a payment at one or more occasions. The authorisation is in force until the Annual General Meeting 2021. The Board was also authorised to decide on the record date and the date of payment of a possible dividend. Taaleri will notify of the decisions separately."

I decided to remove the possible 0,16€ dividend from projections. I'll add it if or when the company decides to pay it. This is the reason why the Projected forward annual net dividends if lower from last month.

Tanger Factory Outlet Centers, Inc. suspends dividend on May 11th.

"Tanger intends to pay the dividend of $0.3575 per share declared in January 2020 as scheduled on May 15, 2020 to holders of record on April 30, 2020.  Going forward, given the current uncertainty related to the pandemic's near and potential long-term impact, the Company's Board of Directors will temporarily suspend dividend distributions to conserve approximately $35 million in cash per quarter and preserve the Company's balance sheet strength and flexibility. The Board will continue to evaluate the potential for future dividend distributions on a quarterly basis. Tanger intends to remain in compliance with REIT taxable income distribution requirements for the 2020 tax year."

List of the companies that raised their dividends in May 2020:
No raises.

Buys:
Altria Group, Inc.

Monthly investments in ETF's and Low-cost Index Funds.

Projected forward annual net dividends:
679,23€

Portfolios Yield on Cost net:
3,19%

Broke the €1000 collected net dividends milestone!

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Stay safe!

Best Regards

D.G.E.

Monthly Review - April 2020

In this blog post I will go through the dividends I collected in April of 2020.

I will also go through changes in my portfolio.

Dividends received:

In April of 2020 I collected dividends from four companies. The total amount received in net dividends was 6,77€.

Last year I collected 291,29€ in April from ten companies (CapMan, Martela, Nokian Tyres, Nordea, Outokumpu, Pihlajalinna, Sampo, Skanska AB, Altria and Iron Mountain).

Year on year growth in net dividends for April was -97,68%.

The reason for the decrease is mostly because Nordea, Outokumpu, Pihlajalinna, Martela, Sampo Oyj and Skanska AB supended or cut or postponed their dividend pay date. 

List of the companies that paid me dividends:
Nokian Tyres
Iron Mountain Inc

Genuine Parts

Realty Income

List of the companies that raised their dividends in April 2020:
Johnson & Johnson annual dividend increase 6,32% 

Buys:
Skanska AB
Monthly investments in ETF's and Low-cost Index Funds.


Projected forward annual net dividends:
697,02€

Portfolios Yield on Cost net:
3,39%

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Stay safe!

Best Regards

D.G.E.

Monthly Review March 2020

In this blog post I will go through the dividends I collected in March of 2020.

I will also go through changes in my portfolio.

Dividends received:

In March of 2020 I collected dividends from seven companies. The total amount received in net dividends was 104,41€.

Last year I collected 54,28€ in March from three companies (CapMan, Taaleri and 3M).

Year on year growth in net dividends for March was 92,38%.

The reason for the increase is mostly because I have opened new positions in Walgreens Boots Alliance, T Rowe Price, UPS, Johnson & Johnson and Archer-Daniels-Midland. I have also added to my 3M position.

List of the companies that paid me dividends:
CapMan Oyj
3M Company
Walgreens Boots Alliance, Inc.
T.Rowe Price Group Inc.
UPS
Johnson & Johnson
Archer-Daniels-Midland Company


List of the companies that raised their dividends in March 2020:
Realty Income Corporation

List of the companies that postponed their AGM and dividend declaration because of the COVID-19 in March 2020:
Huhtamaki
Nordea
Sampo
Taaleri
Skanska AB


Buys:
Johnson & Johnson
T.Rowe Price Group Inc.
Emerson Electric
Realty Income Corporation
Stanley Black & Decker, Inc.
Automatic Data Processing, Inc.
Skanska AB
Monthly investments in ETF's and Low-cost Index Funds.


Projected forward annual net dividends:
690,34€

Portfolios Yield on Cost net:
3,38%

I have also updated the Dividends, Goals and Portfolio pages.

I have also added to Budget and Saving page a Sankey diagram!

I hope you enjoyed reading my blog post.

Stay safe and wash your hands!

Best Regards

D.G.E.

Monthly Review February 2020

In this blog post I will go through the dividends I collected in February of 2020.

I will also go through changes in my portfolio.

Dividends received:

In February of 2020 I collected dividends from 7 companies. The total amount received in net dividends was 21,41€.

Last year I collected 9,08€ in February from two companies (General Mills and Tanger).

Year on year growth in net dividends for February was 135,79%.

The reason for the increase is mostly because I have opened new positions in AT&T, General Dynamics, Lowe's, Caterpillar and Antero Midstream.

List of the companies that paid me dividends:
General Mills
Tanger
AT&T
General Dynamics
Lowe's Companies
Caterpillar
Antero Midstream


List of the companies that raised their dividends in February 2020:
3M - MMM
T Rowe - TROW
UPS - UPS
Genuine Parts - GPC

Buys:
Skanska AB
Monthly investments in ETF's and Low-cost Index Funds.


Projected forward annual net dividends:
621,69€

Portfolios Yield on Cost net:
3,34%

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Have a great week!

Best Regards

D.G.E.

Monthly Review January 2020

In this blog post I will go through the dividends I collected in January of 2020.

I will also go through changes in my portfolio.

Dividends received:

In January of 2020 I collected dividends from 3 companies. The total amount received in net dividends was 9,7€.

Last year I collected 3,14€ in January from two companies (Altria and IRM).

Year on year growth in net dividends for January was 208,72%.

The reason for the increase is mostly because I have opened a position in GPC. I also added to my Altria position last year.

List of the companies that paid me dividends:
Altria
Iron Mountain Inc
Genuine Parts Company



List of the companies that raised their dividends in January 2020:
Tanger - SKT
Archer-Daniels-Midland - ADM

Buys:
Skanska AB
Monthly investments in ETF's and Low-cost Index Funds.


Projected forward annual net dividends:
599,23€

Portfolios Yield on Cost net:
3,31%

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Have a great week!

Best Regards

D.G.E.

Monthly Review December 2019

In this blog post I will go through the dividends I collected in December of 2019.

I will also go through changes in my portfolio.

Dividends received:

In December of 2019 I collected dividends from 6 companies. The total amount received in net dividends was 33,69€.

Last year I collected 5,09€ in December from one company (3M).

Year on year growth in net dividends for December was 561,76%.

The reason for the increase is mostly because I have opened positions in Walgreens Boots Alliance, T Rowe, UPS, Johnson & Johnson and ADM. I also added to my 3M position this year.

List of the companies that paid me dividends:
Walgreens Boots Alliance
T Rowe
UPS
Johnson & Johnson
Archer-Daniels-Midland


List of the companies that raised their dividends:
AT&T

Buys:
Monthly investments in ETF's and Low-cost Index Funds.


Projected forward annual net dividends:
597,46€

Portfolios Yield on Cost net:
3,36%

I have also updated the Dividends, Goals and Portfolio pages.

I hope you enjoyed reading my blog post.

Have a great weekend!

Best Regards

D.G.E.