Dividend income December 2022

Another year has passed and this one wasn't so good for my portfolio. I think also this time is the first time that my overall wealth has actually declined in a year. That might be seen as a positive thing as my portfolio has now gotten so big that my salary doesn't have the same impact as it used to.

Luckily for me the year wasn't as bad as some of the indexes had. My portfolio was down -10.5% which is a lot better than for example OMX was. I think the biggest contributing factor to this was my USD positions acted as a hedge.

Dividend wise it was a record year however. I broke a lot of different records: single biggest dividend received, highest payout in a month, most number of dividends received in a month. I broke the dividend monthly record in eleven of the twelve months, only November I wasn't able to beat from last year. And I finally managed to beat the monthly record from 2019, twice.

I had a goal of reaching 65k dividend received this year and I beat that by a mile. I'm not sure what made get so far above my goal. Partly I think it's the strong USD. Also I bought quite a lot of big positions in high yielding stocks, my goal was to get 12k from new buys but seeing as for example Veteranpoolen alone stood for 3k that is a large part of the equation.

For next year I am a bit worried about dividend cuts from companies. We have already seen it in Sweden in a few real estate companies, for example Castellum. That alone is quite a big hit to my dividends. In my compilation of future dividends for 2023 I get to about 87k, and that is without 6% dividend growth I am usually counting with. With new buys I think I will make it to above 100k in dividends earned in 2023, but with a recession looming around the corner I'm not 100% confident. Even though I've seen cuts I have also seen some nice suprises already for January, for example VW is paying out 19 EUR per share which will be around 4k for me before taxes.

I haven't bought any new company for the last three months, I have been following one company for but it won't go to the levels I want to buy it at, so I might just pull the trigger anyway soon. I'd hope for the USD to come down below 10 as well but it's actually gone the other way this week so I'm not sure for how long I can stay away from US companies. I might start bulking up on some of my existing Swedish stock instead if that is the case.

I received a total of SEK 5,372.59 in dividends in December. An increase of 80% compared to last year!

For the full year I received 177 dividends totalling SEK 83,723.58 an increase of 50.9% compared to 2021.

290,84	Intel
149,93	SBB
252,99	Pfizer
349,52	Johnson & Johnson
267,98	Microsoft
191,93	Autoliv
184,22	Unilever
260,99	3M
497,45	Chevron
509,83	Lundin Mining
822,88	Yara
217,69	Realty Income
306,87	McDonald's
207,15	Kellogg
239,45	Coca-Cola
368,66	Prudential Financial
218,74	Thomson Reuters
35,47	Nvidia