Dividend income January 2021

First month of 2021 and not starting good with this months dividends. This is the worst January ever for me and there are two reasons. One is that Disney decided to not pay any dividend and the second reason is that USDSEK is still low, I think last year it was almost 1 SEK higher. Some good news though is that some companies have already had their annual reports and are going to reinstate their dividends and in some cases they will be increased. However there are also some companies that have lowered and also removed their dividends for this year. Avanza lowered their dividend quite substantially, even though it's their best year ever. Hopefully we can climb over SEK 40,000 in dividends this year.

The last week was very volatile with what happened with Gamestop and the whole Wallstreetbets thing. I think a lot of people still think that the hedge funds are still short the stock. I believe they are all out of the stock and now there are just new shorts that came in at a much higher level. At this point I only think there are retail clients in that stock, and it will probably not end well for most of them.

We're at a point in the market were it seems we are very close to the highs or have just passed them. The hype that is now being shown everywhere is a sign of it. So many people are now investing, or rather speculating in the stock market that have never shown any interest in it what so ever before. 

I received a total of SEK 583.65 in dividends in January.

Walmart - SEK 184.16
JCI - SEK 204.77
Realty Income - SEK 167.45
GE - SEK 27.27

New buy SAP

First purchase of 2021. Bought SAP, which took quite a hit in autumn last year on their outlook. Hopefully this will be a nice turnaround case. Not very high yield but I think SAP can keep growing.

Number of shares bought: 30
Price: EUR 104.24
Effect on yearly dividend: SEK 337.73

Dividend income December 2020

A very tumultuous year has come to its end. When the market crashed in March I was down somewhere around 25%. Luckily the rest of the year has been really strong for stocks. My full year return was 10.4% which I think is good, specially when compared to OMX 30 which was up around 6% for the year. I know there are a lot of people who started investing in stocks this year after the crash and their returns are a lot better though. Unfortunately for me I was still unemployed during the crash so I did not want to invest my free cash into stocks at the time, something we now know was wrong. I believe next time there's a crash I will try to be a bit more aggressive and invest during the downturn. They don't come very often and can be quite lucrative. My return also took quite a big hit due to the strengthening of the SEK versus the USD. During March a dollar cost over SEK 10.00. Now in December it's gone all the way down to SEK 8.20, which seriously affected my return on US stocks. For my dividends I hope for a weaker SEK in the comming year, we will have to see what the Riksbank will do if they will lower the rate or not. However a strong SEK means I can buy US stocks cheaper.

During the spring a lot of companies also started to cancel their dividends. I was then fearing that I would receive dividends in the low 20k's. However some companies did pay out their dividends at the end of the year so the drop wasn't as bad as I expected it to be. In total I received SEK 30,469.03 in dividends for 2020, a drop of almost 30% compared to 2019 SEK 42,325.08.

Hopefully 2021 will become a more normal year for dividends for me, however I've already noticed that Disney has cancelled their dividend for the first half of the year. If companies start to pay out dividends this year again I believe there could be record amounts being paid as they withheld them last year. Time will tell.

My goal for 2021 would be to reach SEK 50,000.00 in dividend payouts. I believe if this year will be a normal year I can achieve it, especially because of investments into new stocks.

I received twelve dividends in December totalling SEK 2,873.02. An increase of 44% compared to last year.

For the full year I received 97 dividends totalling SEK 30,469.03 a drop of 28% compared to 2019. 

Atlas Copco - SEK 444.50
Intel - SEK 214.08
Epiroc - SEK 367.20
Telia - SEK 562.25
Microsoft - SEK 180.89
Kellogg - SEK 161.40
Coca-Cola - SEK 179.95
McDonald's - SEK 210.03
Realty Income - SEK 165.64
Thomson Reuters - SEK 150.75
3M - SEK 208.54
Nvidia - SEK 27.79