Monthly Review May 2019

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

I will also go through changes in my portfolio.

Dividends received:

In May of 2019 I collected dividends from 4 companies. The total amount collected in net dividends was 19,62€.

Last year I collected  134,32€ in May.

The reason for the decrease is mostly because some of the annual dividend payments were in April this year instead of  May.

List of the companies that paid me dividends:
Huhtamaki
General Mills
Tanger
AT&T

Buys:
Skanska AB
Tanger Factory Outlet Centers Inc
AT&T
General Dynamics
UPS
T Rowe
Walgreens Boots Alliance

Projected forward annual net dividends:
521,17€

Portfolios Yield on Cost net:
3,31%

I hope you enjoyed reading my blog post.

Best Regards

D.G.E.

Dividend and Portfolio Review - Q1 2019

In this blog post I will go through the dividends I collected in the first quarter of 2019 and changes in my portfolio. In the future I'm trying to summarize past months in a separate blog posts.

Dividends received:

In the first quarter of 2019 I collected dividends from seven companies. The total amount collected in dividends is 66,50€.

Last year I collected  107,46€ in Q1.

The reason for quarterly decrease is mostly because most of the Finnish companies I hold pay their dividends in Q2 instead of Q1 this year.

List of the companies that paid me dividends:
CapMan - CAPMAN
Taaleri - TAALA
Altria - MO
General Mills - GIS
3M - MMM
Iron Mountain Inc. - IRM
Tanger Factory Outlet Centers Inc - SKT

Dividend increases:
CapMan
Huhtamaki
Nokia Tyres
Nordea
Sampo
Taaleri
3M

Dividend decreases:
Skanska AB - SKSBF
F-Secure
Outokumpu
Pihlajalinna
SRV
Martela (cut)

Buys:
Skanska AB - SKSBF
Tanger Factory Outlet Centers Inc - SKT
AT&T - T

Projected forward annual dividends:
419,75€

Portfolios Yield on Cost net:
3,27%

Buy: Tanger Factory Outlet Centers, Inc (SKT)

On Monday January 28th I bought 1 share of Tanger Factory Outlet Centers, Inc for $22.91 per share plus commission.
The total investment is 23.49$. This if my first purchase of Tanger Factory Outlet Centers, Inc. At the time of purchase the share yields at 6.198%. With commission my YOC will be 5.959%. Tanger Factory Outlet Centers, Inc annual dividend is $1.4. This purchase will add $0.98 to my annual net dividend income.

With this purchase my stake in Tanger Factory Outlet Centers, Inc. is now 0,25% of my portfolio.

Full Disclosure: Long SKT

Buy: AT&T Inc. (T)

On Thursday February 14th I bought 1 share of AT&T, Inc for $29.85 per share plus commission.
The total investment is $30.42. This if my first purchase of AT&T, Inc. At the time of purchase the share yields at 6.83%. With commission my YOC will be 6,706%. AT&T, Inc annual dividend is $2.04. This purchase will add $1,42 to my annual net dividend income.

With this purchase my stake in AT&T, Inc. is now 0,25% of my portfolio.

Full Disclosure: Long T

Buy: Iron Mountain Inc. (IRM)

On Monday October 16th I bought 3 shares of Iron Mountain Inc for $31.92 per share plus commission.
The total investment is 96.35$. This if my first purchase of Iron Mountain Inc. At the time of purchase the share yields at 7.36%. With commission my YOC will be 7.32%. Iron Mountain Inc. annual dividend is $2.35. This purchase will add $4.935 to my annual net dividend income.

Information about Iron Mountain Inc:
Sector: Industrials
Dividend (annual): $2.35
Yield: 7.36%
Payout Ratio: 345%
P/E: 24.24
P/B: 4.43


With this purchase my stake in Iron Mountain Inc. is now 1,3% of my portfolio.

Full Disclosure: Long IRM