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.

 

Contributions: 

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.

 

 

Transactions:

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:
-€75,67
+$111,78

 

 

Increases:

-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.

 

Received dividends:

The total net dividends for May were:

€38,18

$87,86

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!

Happy investing!

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16 Comments

  1. woot nice dutch! nice profit you got while getting more diversified.

    grats on your record income and apple raise.

    keep it up
    cheers

    • DutchIndependence

      Thank you so much! The Apple raise was great indeed!

      DI

  2. I which I loaded on Apple 2 years ago when it was under $100. I will never let a good company again is why whenever is a good buy I’m loading on it and keep averaging down. I learn a lot with Apply to not be greedy waiting for a Price to come but to just add and average down.

    • DutchIndependence

      Yeah me too! I actually got like 3 shares around $110 before I sold them when I moved brokers. But your lesson is a good lesson for anyone, who cares if you have to pay $1 extra now. If you average down you’ll never notice that $1 and at least you got into a great stock! Thanks for your comment!

      DI

  3. Congrats on the record month! Think I should be slightly over the 100 mark this month as well. Hope we can continue seeing triple digit months on a consistent basis. Cheers!

    • DutchIndependence

      Thank you very much! Also congratulations to you and your 100 mark! We’ll work as hard as we can to cross that 100 continuosly!

      DI

  4. Very nice! I like how you highlight everything: buys, sells, dividend increases, impact on monthly dividend income, etc. It’s really an informative set of information. Please keep us informed!

    Congratulations with your steady increase! It looks like 2018 is going to be a good year.

    • DutchIndependence

      Thanks, I find all this information very useful myself, it helps me and my readers give a perspective of what is organic growth and what is brought in with new cash. As far as we are now, 2018 has been a killer year already! Thank you for your comment.

      DI

  5. DI – Amazing month my friend. I love your increase compared to last year and I love the stocks that you purchased during the year. A lot of things to be happy about here, so keep up the great work and keep the grind alive.

    Bert

    • DutchIndependence

      Thanks for the kind words Bert, I’m very, very happy with the shares I gathered so far this year and I’m doing my best to keep this snowball rolling down that mountain!

      DI

  6. Great stuff DI! Although I love me some AH i can onderstand your reasons. I think you made some great replacement buys as well.

    We share 5 companies paying us this month with GIS, HRL, O, OHI and T. I also got a nice new record with €26,14.

    • DutchIndependence

      Thank you for the nice words! I like AD too, just not enough to not sell them for quite a nice profit. Great companies we share and congratulations on your new record aswell!

      DI

  7. Excellent progress, DI. You were firing on all cylinders in May. Congrats on the 3-digit month and that superb YoY growth… Wow!
    I like the new additions of MMM and AMGN, both companies I’d like to own, but just haven’t been ready when the entry point presented itself.
    I liked the dividend raise chart you provided… I hadn’t seen raises presented like that before (usually just a table), but it provides another nice way to view that data. Keep up the good work.

    • DutchIndependence

      Thank you! I wish all months could have as many great buys as May! I’m happy you liked the chart, thanks for leaving a comment!

      DI

  8. Great results and YOY increase, DI! You’re making amazing progress and I’m a big fan of the companies you own. I really like AT&T, AAPL, SBUX and O. My month wasn’t as great as yours, but I can start to share YOY results in June. I’m looking forward. Have a great weekend!

    • DutchIndependence

      Thanks for the kind words, I love these companies as well! I consider AAPL and SBUX fundamental stocks to my portfolio and I’m always looking to add more. Once you have your YoY comparisons up I’ll be sure to come check them out, they made my monthly reports a whole lot more fun that’s for sure!

      DI

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