Monthly update: May
Another month has passed and here we are again, the monthly numbers for all of you, my lovely readers and supporters to read! Let’s cut right to the chase.
I’ve transferred €536,60 to my broker in May, this included my monthly return on investments from crowdfunding and a little bit of fresh cash.
I have quite a lot to report here this month, and even though the purpose of my portfolio is to be steady, save and utterly boring, making these transactions gives me a lot of joy anyway.
-Ahold Delhaize is one of two stocks I sold this month. It didn’t check all my boxes for now and I decided to sell for a nice profit of 38% including their dividends.
-Sanofi is the other stock I sold, after coming to the conclusion that French dividend tax is a b****, and collecting their yearly payout and standing slighly in the green, I decided to pull the trigger.
The effect of this on my yearly dividends was -€37,49 and -€38,18. My goal for 2018 was to diversify more geographically but I haven’t found the correct stocks that check most of my boxes. For now I’ll just have to keep looking to Unilever and Royal Dutch Shell until their share price drops I guess.
Here come the buys though:
-3M is the first stock I bought with the proceeds from the Ahold Delhaize sell, I added 5 shares at $196,44. This added $23,12 to my net yearly dividends. 3M was a new position to my portfolio which will become one of my core stocks when the price is right to buy more.
-Amgen was the second stock the be bought with the proceeds of Ahold Delhaize, I bought 5 shares at $170,69. This added another $22,44 to my net yearly dividends. Also Amgen was a new position in my portfolio, after looking at them for over 5 months I decided the time was now!
-Pepsico was last but not least, the entire proceeds from the Sanofi sell went into Pepsico, I’ve been watching closely as the entire DGI community seemed to get into PEP under $100 and finally I got another 21 shares to add to my collection. This made Pepsi my biggest position with a total 31 shares and a 10,73% stake in my portfolio, closely followed by Unilever at 9,95% and Starbucks with 8,16%. This buy added a net $66,22 to my yearly dividends.
The end result is:
-Apple announced a 15,9% increase in their dividend payout, along with a $100 billion stock buyback. Yes you read that right, $100 billion, thank you Trump and your tax cuts.. I guess? It increased my payout by $3,20 pre-tax.
Net May increases: $2,72.
The total net dividends for May were:
Making for a total of €112,29
This was a nice 377,83% increase YoY. Thanks to the huge yearly payout of Sanofi I made a great improvement. Now as I sold my stocks which only pay yearly I’ll have a big goal to replace the yearly payouts by quarterly ones and not get paid less next year around this time.
Also this is my first month of crossing over the €100 mark with my dividends, such a big and nice milestone! Now onto the point where these become consistent!
These are the companies who contributed this month:
I’m seeing some nice progress, new companies paying me, share amounts increasing and thus bigger payouts. My snowball is well and truely rolling down the mountain!
Thank you for reading, I hope your May dividends were just as great as mine!