First time reinvesting Lundin Mining dividend. I was a bit suprised that the withholding tax was 25%, I believed it would be 15% like with regular Canadian stocks. Maybe it would be better to own the stock listed on Toronto stock exchange but then I get the fx exposure. I probably can't be bothered to swap it.
Stocks owned: 1,000
Dividend per stock: SEK 0.70
Dividend received: SEK 509.83
Reinvested number of stocks: 8
Stocks owned after reinvesting: 1,008
Effect on yearly dividend: +SEK 16.75
Yara paid out a bonus dividend which was a nice suprise. Of course it got reinvested into new stock.
Stocks owned: 105
Dividend per stock: NOK 10.00
Dividend received: SEK 822.88
Reinvested number of stocks: 2
Stocks owned after reinvesting: 107
Effect on yearly dividend: +SEK 47.00
It's quite interesting to see how the number of stocks I can reinvest in SBB fluctuates. From twelve a few months ago down to seven this month. The price has gone up a lot from the lows, in hindsight it would've been a good idea to invest at 10 SEK but always easy to backtrade.
Stocks owned: 1,363
Dividend per stock: SEK 0.11
Dividend received: SEK 149.93
Reinvested number of stocks: 7
Stocks owned after reinvesting: 1,370
Effect on yearly dividend: +SEK 9.24
Reinvesting dividend from Intel.
Stocks owned: 91
Dividend per stock: USD 0.365
Dividend received: SEK 290.84
Reinvested number of stocks: 1
Stocks owned after reinvesting: 92
Effect on yearly dividend: +SEK 12.50
|
1001,70 |
Telia |
|
277,48 |
AT&T |
|
149,05 |
SBB |
|
1200,00 |
SinterCast |
|
229,00 |
Investor |
|
258,00 |
NCC |
|
468,00 |
H&M |
|
243,32 |
P&G |
|
660,46 |
Kinder Morgan |
|
220,24 |
Realty Income |
|
548,55 |
Unibet |
|
257,22 |
Starbucks |
|
1,57 |
Westinghouse Air Brake Technologies |
Reinvesting dividend in Kindred.
Stocks owned: 265
Dividend per stock: SEK 2.07
Dividend received: SEK 548.55
Reinvested number of stocks: 5
Stocks owned after reinvesting: 270
Effect on yearly dividend: +SEK 20.70
Reinvesting dividend from KMI.
Stocks owned: 268
Dividend per stock: USD 0.2775
Dividend received: SEK 660.46
Reinvested number of stocks: 3
Stocks owned after reinvesting: 271
Effect on yearly dividend: +SEK 30.00
Reinvesting dividend in H&M.
Stocks owned: 144
Dividend per stock: SEK 3.25
Dividend received: SEK 468.00
Reinvested number of stocks: 4
Stocks owned after reinvesting: 148
Effect on yearly dividend: +SEK 26.00
Reinvesting dividend from NCC.
Stocks owned: 86
Dividend per stock: SEK 3.00
Dividend received: SEK 258.00
Reinvested number of stocks: 2
Stocks owned after reinvesting: 88
Effect on yearly dividend: +SEK 12.00
Reinvesting dividend from SinterCast.
Stocks owned: 480
Dividend per stock: SEK 2.5
Dividend received: SEK 1200.00
Reinvested number of stocks: 11
Stocks owned after reinvesting: 491
Effect on yearly dividend: +SEK 55.00
Reinvesting dividend from Investor.
Stocks owned: 229
Dividend per stock: SEK 1.00
Dividend received: SEK 229.00
Reinvested number of stocks: 1
Stocks owned after reinvesting: 230
Effect on yearly dividend: +SEK 4.00
SBB's price has risen sharply in the last weeks so I wasn't able to reinvest in as much stock this time. Too bad I didn't buy more shares when the price was at SEK 10, but with the risks the company faces with rising rates in the future I'm not too keen on buying a bigger position. Time will tell if that was a bad call or not.
Stocks owned: 1,355
Dividend per stock: SEK 0.11
Dividend received: SEK 149.05
Reinvested number of stocks: 8
Stocks owned after reinvesting: 1,363
Effect on yearly dividend: +SEK 10.56
Reinvesting dividend in AT&T.
Stocks owned: 107
Dividend per stock: USD 0.2775
Dividend received: SEK 277.48
Reinvested number of stocks: 1
Stocks owned after reinvesting: 108
Effect on yearly dividend: +SEK 10.00
Reinvesting Telia dividend. I was able to buy a lot more dividends this time because the price of Telia's stock has gone down so much. I'm almost able to buy one more new stock for each dividend payment now.
Stocks owned: 954
Dividend per stock: SEK 1.05
Dividend received: SEK 1,001.70
Reinvested number of stocks: 34
Stocks owned after reinvesting: 988
Effect on yearly dividend: +SEK 69.70
If September was a bad month, October was the exact opposite. Markets rallied hard, mostly on there being a FED pivot probably. As said it was a great month for my portfolio. Dividend wise it was also good, breaking another monthly record. Also I reached SEK 275k life time dividends.
Another positive thing was that there will be a bonus dividend in Yara in December, and it also looks like VW are going to pay out a huge bonus dividend in January. Unfortunately Novembers dividends won't be as good as last year, mainly becuase there were a lot of extra dividends last year after Covid.
I received a total of SEK 5,950.81 in dividends in October. An increase of 38.4% compared to last year.
|
252,64 |
Coca-Cola |
|
665,00 |
Castellum |
|
147,73 |
SBB |
|
446,20 |
Electrolux |
|
157,50 |
Bonava |
|
1119,70 |
Altria |
|
754,00 |
Husqvarna |
|
368,79 |
Johnson Controls |
|
770,36 |
WP Carey |
|
236,93 |
Realty Income |
|
9,41 |
Orion Office Reit |
|
509,20 |
Atlas Copco |
|
30,35 |
GE |
|
483,00 |
Epiroc |
I doesn't feel like I've already been reinvesting dividends for four years in Epiroc.
Stocks owned: 322
Dividend per stock: SEK 1.50
Dividend received: SEK 483.00
Reinvested number of stocks: 3
Stocks owned after reinvesting: 325
Effect on yearly dividend: +SEK 9.00
Almost starting to lose track of how many times I have reinvested in Atlas Copco.
Stocks owned: 536
Dividend per stock: SEK 0.95
Dividend received: SEK 509.20
Reinvested number of stocks: 5
Stocks owned after reinvesting: 541
Effect on yearly dividend: +SEK 9.50
Second time reinvesting in WP Carey.
Stocks owned: 76
Dividend per stock: USD 1.06
Dividend received: SEK 770.36
Reinvested number of stocks: 1
Stocks owned after reinvesting: 77
Effect on yearly dividend: +SEK 39.50
Reinvesting dividend from Husqvarna.
Stocks owned: 377
Dividend per stock: SEK 2.00
Dividend received: SEK 754.00
Reinvested number of stocks: 12
Stocks owned after reinvesting: 389
Effect on yearly dividend: +SEK 36.00
Reinvesting dividend in Altria.
Stocks owned: 124
Dividend per stock: USD 0.94
Dividend received: SEK 1,119.70
Reinvested number of stocks: 2
Stocks owned after reinvesting: 126
Effect on yearly dividend: +SEK 70.00
From being able to buy three new stocks for the dividend to six, Bonava has lost a lot in price this year. Everything relating to real estate in Sweden is down a lot this year. A great moment to invest in the sector might come soon. I am not sure that Bonava can keep their dividend this high next year however.
Stocks owned: 90
Dividend per stock: SEK 1.75
Dividend received: SEK 157.50
Reinvested number of stocks: 6
Stocks owned after reinvesting: 96
Effect on yearly dividend: +SEK 21.00
Reinvesting in Electrolux.
Stocks owned: 97
Dividend per stock: SEK 4.60
Dividend received: SEK 446.20
Reinvested number of stocks: 4
Stocks owned after reinvesting: 101
Effect on yearly dividend: +SEK 36.80
Real estate has kept falling due to increases in rates. It's always hard to see what you've just invested in go down, if you'd just waited a bit longer to invest you'd gotten more for your money. Postive side is that I can reinvest in more stocks from the dividend I get.
Stocks owned: 350
Dividend per stock: SEK 1.90
Dividend received: SEK 665.00
Reinvested number of stocks: 5
Stocks owned after reinvesting: 355
Effect on yearly dividend: +SEK 38.00
SBB has fallen even more in price so I'm able to reinvest in more stocks. It's a bit sad that from where I bought the price has fallen about 70%. Might be a good time to buy more stocks but it feels a bit too risky for me at the moment. Reinvesting the dividend is fine however.
Stocks owned: 1,343
Dividend per stock: SEK 0.11
Dividend received: SEK 147.73
Reinvested number of stocks: 12
Stocks owned after reinvesting: 1,355
Effect on yearly dividend: +SEK 15.84
A bad month for the markets again. The big rate hites from central banks have pushed markets lower, and inflation doesn't seem to be easing up, but soon we are up against higher numbers to compare against so hopefully it will start to come down.
Portfolio wise it has been a bad month but dividend wise it has been another record month. It's a bit of a downer to see your portfolio keep going down several months in a row. This year will probably be the first year where my portfolio shrinks, even when including inflows. Not something that is very fun to see, we can just hope that the coming years will see a rise again. And it's not really odd that we see a correction after last years huge gains.
The strong dollar is a nice hedge and I would've been hurting a lot more if I didn't have it. But it makes me not want to buy any US stocks at the moment, which is a bit of a downer. But I keep building me Swedish portfolio instead.
I received a total of SEK 6,291.63 in dividends in September. An increase of 42.6% compared to last year.
|
198,56 |
Unilever |
|
300,33 |
Intel |
|
146,74 |
SBB |
|
259,56 |
Pfizer |
|
251,35 |
Wal Mart |
|
362,27 |
Johnson &
Johnson |
|
249,17 |
Microsoft |
|
1024,92 |
AstraZeneca |
|
501,67 |
Chevron |
|
263,20 |
3M |
|
227,48 |
Thomson
Reuters |
|
383,39 |
Prudential
Financial |
|
215,43 |
Kellogg |
|
225,93 |
Realty Income |
|
291,08 |
McDonald's |
|
194,06 |
Autoliv |
|
1158,75 |
Axfood |
|
37,74 |
Nvidia |
Axfood seemed to be one of the winners this year but has fallen dramatically the last month. Lucky for me this means I could buy more new stock when reinvesting.
Stocks owned: 309
Dividend per stock: SEK 3.75
Dividend received: SEK 1,158.75
Reinvested number of stocks: 4
Stocks owned after reinvesting: 313
Effect on yearly dividend: +SEK 30.00
It's a bit annoying however that almost all purchases this year have turned negative shortly after purchase, something that has not been the case most of the times earlier. Valuations have come down a lot in many of the most overvalued companies and I hope that stocks like Lundin Mining, that are quite reasonably priced on their earnings, will have stable returns in the future.
Number of shares bought: 1,000
Price: SEK 57.43
Effect on yearly dividend: +SEK 2,500.00
Astra has been one of the better performing stocks this year, it's alway been a very defensive stock. That's why at the time I bought it I bought a, for the time, quite big position in it.
Stocks owned: 108
Dividend per stock: SEK 9.49
Dividend received: SEK 1,024.92
Reinvested number of stocks: 1
Stocks owned after reinvesting: 109
Effect on yearly dividend: +SEK 27.47
The price of Intel has come down and the dividend growth has made it so I can buy a share for each dividend now. Since I bought Intel five years ago their dividend has grown about 33%.
Stocks owned: 90
Dividend per stock: USD 0.365
Dividend received: SEK 300.33
Reinvested number of stocks: 1
Stocks owned after reinvesting: 91
Effect on yearly dividend: +SEK 13.00
Reinvesting in SBB again. Price has come down again since last months reinvestment so I can buy nine new shares. I'm wondering when I will start to notice the exponential growth.
Stocks owned: 1,334
Dividend per stock: SEK 0.11
Dividend received: SEK 146.74
Reinvested number of stocks: 9
Stocks owned after reinvesting: 1,343
Effect on yearly dividend: +SEK 11.88
Markets came down a lot at the end of August, mostly due to a hawkish FED at Jackson Hole. For me it was another dividend record month however. I bought Castellum which will boost some of my poorer dividend months; July and especially January. Not that many dividend reinvestments in August but September will bring about some more reinvestments.
Ahead I am a bit worried that there will be a larger downturn in the markets, with the FED not going to ease on hikes until inflation is brought down. The energy situation in Europe is also causing a lot of problems, and one can only think how bad it will be this winter when it's like this in summer.
I received a total of SEK 1,753.07 in dividends in August. An increase of 22.5% compared to last year.
|
253,74 |
AT&T |
|
145,86 |
SBB |
|
241,50 |
P&G |
|
648,18 |
Kinder Morgan |
|
218,15 |
Realty Income |
|
244,04 |
Starbucks |
|
1,60 |
Westinghouse
Air Brake Technologies |
I was waiting to buy Castellum when it was yielding 5% but with the recent rally in July the yield went down a bit. Finally the price came down so that the yield was over 5% again. Some part of me also wanted to buy at price 150 kr but I just wanted to get it over with so I bought in at 151 kr instead.
As of writing this I see that there was a lot of action in the markets last night in the US. Looks like Powell scared the markets in his Jackson Hole speach. I do believe he does have to be hawkish at the moment to combat inflation, and that the FED will hike into a downturn. However once the FED sees this downturn happen they will start easing again and markets will rally. How far lower we are going at this point is hard to say but maybe 10% more. I hope we don't see a 50% fall, that would be painfull. There will be a lot of pain this winter in Europe, rates will go up, energy costs will continue to rise. A lot of people will struggle, and the markets will struggle as well. If there's a big downturn I think it will be a great opportunity to buy, but I will keep on buying every month as usually.
For Castellum I really like that they are one of the great dividend payers in Sweden. They have raised their dividend for a very long time, and hopefully they will continue to do so going forward. Real estate may struggle in a higher rate environment but I think they can raise their renting costs to combat that. Something I also like with Castellum is that their payout calendar falls into some of the months that are my worst when it comes to dividend income so it will be a nice boost for January and August. That combined with a nice yield of 5% is why I've bought Castellum at this point.
Number of shares bought: 350
Price: SEK 151.00
Effect on yearly dividend: +SEK 2,660.00
Reinvesting dividend in Kinder Morgan.
Stocks owned: 265
Dividend per stock: USD 0.2775
Dividend received: SEK 648.18
Reinvested number of stocks: 3
Stocks owned after reinvesting: 268
Effect on yearly dividend: +SEK 28.00
The number of reinvestments come fast when it's monthly dividends. SBB still in a bit of a problem. The rates had come down quite a bit but the very strong job reports in US pushed them higher again. I think we will see a bit of a downturn now again from the strength we saw in July.
Stocks owned: 1,326
Dividend per stock: SEK 0.11
Dividend received: SEK 145.88
Reinvested number of stocks: 8
Stocks owned after reinvesting: 1,334
Effect on yearly dividend: +SEK 10.56
Stocks owned: 106
Dividend per stock: USD 0.2775
Dividend received: SEK 253.74
Reinvested number of stocks: 1
Stocks owned after reinvesting: 107
Effect on yearly dividend: +SEK 9.00
It's been a good July. The markets have recoved quite a bit, it seems they are now pricing in that FED will need to start lowering rates again soon. And again it's been a record dividend month for me. However July is still one of the worst dividend months for me. August is not much better. I am still trying to bump the dividends I receive in these months by specifically buying stocks in companies that pay dividend in those months. I'm still getting a strong boost from the weak USD/SEK rate, but I'm wondering how long that will last.
I received a total of SEK 2,706.53 in dividends in June. An increase of 39%.
|
35,03 |
Nvidia |
|
238,92 |
Coca-Cola |
|
144,98 |
SBB |
|
990,40 |
Altria |
|
340,67 |
Johnson
Controls |
|
8,82 |
Orion Office
Reit |
|
700,94 |
WP Carey |
|
218,42 |
Realty Income |
|
28,35 |
GE |
First time reinvesting in WP Carey. I might have been able to do so before but now it was obvious that I've gotten over the 0.75 limit where I reinvest.
Stocks owned: 75
Dividend per stock: USD 1.059
Dividend received: SEK 700.94
Reinvested number of stocks: 1
Stocks owned after reinvesting: 76
Effect on yearly dividend: +SEK 36.00
Second time reinvesting Altria dividend. The price of Altria has come down a lot since last reinvestment but I'm still only able to buy two shares. It will be interesting to see what the dividend increase will be for next quarter. This dividend also helps me beat last years July dividend amount.
Stocks owned: 122
Dividend per stock: USD 0.90
Dividend received: SEK 990.40
Reinvested number of stocks: 2
Stocks owned after reinvesting: 124
Effect on yearly dividend: +SEK 60.00
I think it was a good thing I didn't buy Boliden last month. The price has gone down by almost a quarter since then. I was a bit unlucky with my timing, I was hoping to buy below 300 kr but there was an analysis released by Nordea the day I bought and the price rallied by almost 8%. Had I bought the day before I would've been a happy camper.
Long term I still think it's a good investment. I can't see that metal prices will go down in the long term, rather they will go up more and more. Especially if the inflation keeps being elevated. There are signs in the market though that prices are comming down and that the FED will need to start lowering rates at the end of this year.
Hopefully Boliden can continue with their bonus dividends in the comming years. I will calculate my effect on yearly dividend with the regular dividend. But if they pay out bonus dividends that might actually double the actual dividend.
Number of shares bought: 155
Price: SEK 325.40
Effect on yearly dividend: +SEK 1,627.50
SBB has taken a beating the last month. I have been tempted to double down on my purchase, but with all that is going on around SBB I am a bit cautious. Is it a fraud? Probably not, they have assest in the properties they have bought. Are they in trouble financially? I think they at least cannot finance themselves like they used to, which means they cannot continue to grow like they did last year. I just hope they don't have to cut their dividend to cope with the rising rates.
One positive is that I can reinvest in more new stocks when the price is so low.
Stocks owned: 1,318
Dividend per stock: SEK 0.11
Dividend received: SEK 144.98
Reinvested number of stocks: 8
Stocks owned after reinvesting: 1,326
Effect on yearly dividend: +SEK 10.56
It has been a turbulent month in the markets. Performance wise it's been a really bad month, a lot of last years winners have almost been cut in half this year so far. I am not overly optimistic about the market at the moment, I think we still have a big chance of going lower the rest of the year. Inflation is still high but there seems to be signs of slowdown thanks to the rising of rates. It will be interesting to see the report season comming up how companies have done, here I actually think they might be better than expected.
Dividend wise it has been another record breaking month! I broke the SEK 250k mark this month in total dividends received. It took me seven years. I wonder how fast the next 250k will be. I also broke the record for amount received in June by quite a lot, mostly thanks to Veteranpoolen.
I received a total of SEK 8,825.19 in dividends in June. An increase of 112%!
|
227,90 |
Wal Mart |
|
273,07 |
Intel |
|
144,43 |
SBB |
|
328,84 |
Johnson &
Johnson |
|
234,71 |
Microsoft |
|
236,35 |
Pfizer |
|
175,81 |
Autoliv |
|
1048,00 |
Atlas Copco |
|
486,74 |
Chevron |
|
256,19 |
3M |
|
3000,00 |
Veteranpoolen |
|
202,29 |
Kellogg |
|
215,37 |
Realty Income |
|
196,53 |
Unilever |
|
362,19 |
Prudential
Financial |
|
214,78 |
Thomson
Reuters |
|
273,14 |
McDonald's |
|
948,85 |
Angler Gaming |
