Dividend income March 2023

March was a turbulent month but it's not really been reflected in the markets, even though we have had some of the biggest bank failures in history. Hopefully there's not a lot of contagion like there was in the GFC. I do believe there's something brewing somewhere, probably in VC och real estate. We will see.

For me it was another record month and my portfolio is at an ATH. Unfortunately, or maybe not unfortunately but rather a risk for me, is that almost all of the increase comes from Nvidia. Nvidia is now such a large position in my portfolio that it kind of dictates the overall performance. And with it being at close to ATH again and a PE of over 150 I am beginning to worry. It the end it doesn't really matter that much as I will not sell and just hold. Some day I hope they will finally start to increase their dividend.

Dividend-wise it was another record month. I beat the March record and also passed the 300k cumulative dividends received mile stone. Hopefully this year I will break 100k received in a single year as well, depending on the dollar rate and how much new dividend stocks I buy. Also Avanza has payed back the taxes deducted from 2020, 2021 and 2022 which is roughly 14k for me. I will however continue to account for taxes when I do my forecasts etc.

I received a total of SEK 14,166.18 in dividends in March. An increase of 38.1% compared to last year.

152,35	SBB
298,49	Intel
257,35	Pfizer
360,06	Johnson & Johnson
278,96	Microsoft
548,76	Chevron
1,82	Westinghouse Air Brake Technologies
267,52	3M
227,71	Realty Income
312,79	McDonald's
211,15	Kellogg
243,56	Thomson Reuters
413,88	Prudential Financial
194,22	Autoliv
200,11	Unilever
2255,21	AstraZeneca
1298,95	Axfood
4080,00	Handelsbanken
604,80	Hufvudstaden
35,28	Nvidia
1948,76	ABB