Dividend income September 2024

Back on track with a new dividend record month. FED cut rates a bit more than expected it seems but the markets taking it with ease. The conflicts around the world seem to be escalating and China is stimulating. Gold companies might be best bet going forward. Also oil could be a nice place.

I am very close to breaking the 500k accumulated dividends received! It should happen in November according to my calculations.

I haven't bought much new stock lately but I have my eye on a new company that I will hopefully invest in shortly.

I received a total of SEK 7,276.31 in dividends in September. An increase of 3.4% compared to last year. 

Reinvested dividends effect on yearly dividend: SEK 84.49

272,56	Starbucks
259,69	Pfizer
265,64	Wal Mart
101,24	Intel
1230,06	AstraZeneca
210,15	Unilever
382,36	Johnson & Johnson
574,42	Chevron
285,45	Thomson Reuters
121,35	3M
394,38	Prudential Financial
292,54	Microsoft
533,23	Lundin Mining
226,77	Realty Income
196,60	Kellogg
13,80	Wk Kellogg Co
331,64	McDonald's
194,68	Autoliv
1389,75	Axfood

Dividend income August 2024

I see I missed posting dividend update for August. Sadly it wasn't a new record for the month.

I received a total of SEK 2,093.96 in dividends in August. An decrease of -29.5% compared to last year. Not great, but there was some dividends I received last year that I didn't this year.

Reinvested dividends effect on yearly dividend: SEK 74.76

286,69	AT&T
547,00	Telia
234,06	Realty Income
752,27	Kinder Morgan
268,74	P&G
3,47	GE Healthcare Technologies
1,73	Westinghouse Air Brake Technologies

Dividend income July 2024

A bit late with the EOM report for August due to vacation and life in general. July saw some major shifts in sentiment, AI crashed and I had some of the worst days PnL wise ever. When writing this most of the downturn in August has reversed, however USDSEK has taken quite a hit so it's not been the usual comeback.

The Riksbank lowered rates again and the FED is now signaling the first rate cut in September. It seems like usually when the FED starts cutting it's already too late or they are too slow. I've been thinking about the next Black Swan event and I feel like it could be in the ESG sector. A lot of the projects there are starting to be postponed or withdrawn as many of the completed projects have become disasters and money losing machines. I doubt Northvolt will survive long term, and I believe there are many other projects like it around the world that also will not make it.

Dividend wise it was a record month again, the setback from June was only temporary. Unfortunately it probably is only a one time thing as it was the dividend from SBB for last year and what I believe an extra dividend from Danske Bank. So next year will probably not have those included.

I received a total of SEK 6,300.61 in dividends in July. An increase of 58.2% compared to last year. A nice rebound from last month.

Reinvested dividends effect on yearly dividend: SEK 132.69

90,16	Nvidia
1800,00	SBB
271,18	Coca-Cola
1195,69	Altria
236,90	Realty Income
650,44	WP Carey
9,01	Orion Office Reit
371,11	Johnson Controls
1406,64	Danske Bank
104,94	GE
164,54	Disney

Dividend income June 2024

My portfolio is again at an ATH. In regards to dividends June this year was a lot lower than last year. A big reason for this was Yara cut their dividend a lot. Also Boliden and Thomson Reuters didn't pay out any extra dividends this year. Going forward for the year I feel like Nvidia could be overhyped and can drop a lot. Time will tell how long the AI hype will last, and what companies come out on top.

I received a total of SEK 7,279.87 in dividends in June. A decrease of 53.4% compared to last year. Ouch!

Reinvested dividends effect on yearly dividend: SEK 118.28

277,26	Starbucks
103,12	Intel
1807,39	Volkswagen
383,30	Johnson & Johnson
1013,95	Yara
203,68	Unilever
580,58	Chevron
288,51	Thomson Reuters
198,61	Autoliv
1,75	Westinghouse Air Brake Technologies
124,20	3M
407,95	Prudential Financial
302,60	Microsoft
266,66	Pfizer
234,74	Realty Income
200,31	Kellogg
14,31	Wk Kellogg Co
340,55	McDonald's
530,40	Lundin Mining

Dividend income May 2024

May was another record breaking month for me. I received a record dividend amount and my portfolio is at an all time high again, thanks to Nvidia mostly. It's a bit scary to see Nvidia skyrocket, it's such a big part of my portfolio now that my whole portfolio follows what happens to Nvidia. On a positive side is that Nvidia has decided to do a 10:1 split and also increase their dividend from 4 cents to 10 cents, a really big increase but doesn't do much at the moment for my dividend income. However if they continue to increase it going forward I think it could become a nice dividend growth stock.

The stock market keeps going higher and higher, it feels like we are in for a correction soon. It can't keep going like it has. The question is what will cause it to break this time. AI-hype that falls off?

I received a total of SEK 24,676.34 in dividends in May. An increase of 6.4% compared to last year. 

Reinvested dividends effect on yearly dividend: SEK 707.67

771,40	Atlas Copco
4756,00	Opter
66,40	Electrolux Professional
552,00	Biotage
1369,78	BASF
293,45	AT&T
1236,31	Altria
49,87	Bayer
601,50	Svedbergs
1602,86	Evolution
500,50	H&M
1815,00	Novotek
842,40	Investor
2978,25	Firefly
233,61	Realty Income
760,49	Kinder Morgan
274,47	P&G
3,54	GE Healthcare Technologies
644,82	Hugo Boss
628,90	Epiroc
563,21	SAP
1576,85	SinterCast
274,73	Wal Mart
2280,00	Veteranpoolen