Dividend income July 2022

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

Reinvesting WP Carey dividend (1)

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

Reinvesting Altria dividend (2)

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

New buy Boliden

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

Reinvesting SBB dividend (4)

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

Dividend income June 2022

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

Reinvesting Angler Gaming dividend (2)

I was not sure if I was going to reinvest the dividend in Angler Gaming. It's been my worst buy ever, down over 80% since I bought it last year. Sometimes you hit mines if you don't check the company completely. However they are still making money so I thought I might as well keep to my strategy. I doubt they will have the same dividend amount next year, it will probably go down a bit. For the effect on yearly dividend I will still use this years dividend rate.

The dividend from Angler Gaming also made me go past last years total dividends received already, and we still got half a year left!

Stocks owned: 1,050
Dividend per stock: SEK 0.90
Dividend received: SEK 948.85
Reinvested number of stocks: 202

Stocks owned after reinvesting: 1,252

Effect on yearly dividend: +SEK 181.00