Dividend income June 2023

Another one as DJ Khaled would say. Another record month. I got a big boost from the dividend from Yara and I also got quite a big return of capital I did not know about from Thomson Reuters.

Portfolio keeps on grinding higher and I've started to buy into a new company. I will post about it once I have managed to buy the position that I want, the stock is very illiquid so it might take some time before the price comes down to where I want it again.

The SEK keeps weakening which is good for my portfolio and US dividends, but I would really like to buy more US stocks. Also once the SEK starts to strengthen again (if that ever happens) my portfolio will be hit. To be honest I've had the idea that it doesn't really matter in the long run, it will go up and down so probably better to just keep buying.

Another interesting thing is that I've almost already reached the amount of dividends received for whole of last year, and there's still six months left of the year. Unfortunately the second half of the year is not that great in dividend payouts, especially the two upcoming months. I do believe I will be able to reach my goal of SEK 100k this year in dividends.

I received a total of SEK 15,610.12 in dividends in June. An increase of 76.9% compared to last year.

171,72	SBB
105,97	Intel
384,24	Johnson & Johnson
1851,50	Boliden
281,09	Microsoft
201,06	Autoliv
266,74	Pfizer
1,83	Westinghouse Air Brake Technologies
272,20	3M
548,03	Chevron
2144,00	Veteranpoolen
229,98	Realty Income
212,84	Kellogg
394,57	Prudential Financial
4,14	GE Healthcare Technologies
212,25	Unilever
247,48	Thomson Reuters
317,36	McDonald's
4397,18	Yara
556,97	Lundin Mining
2808,97	Thomson Reuters

Reinvesting Lundin Mining dividend (3)

Reinvesting dividend in Lundin Mining.

Stocks owned: 1,015
Dividend per stock: CAD 0.09
Dividend received: SEK 556.97
Reinvested number of stocks: 6

Stocks owned after reinvesting: 1,021

Effect on yearly dividend: +SEK 12.50

Reinvesting Yara dividend (3)

Yara had an incredible year last year. I am thinking about increasing my position but I am not sure if last year was just an outlier and they will go back to "normal" revenues again. It depends on how the Ukraine conflict goes and if western countries start to buy Russian fertilizer again.

I'm don't know what dividend rate I should use to calculate the yearly effect as I don't think they will pay out this much next year as well, but I still used this years dividend anyway.

Stocks owned: 107
Dividend per stock: NOK 55.00
Dividend received: SEK 4,397.18
Reinvested number of stocks: 12

Stocks owned after reinvesting: 119

Effect on yearly dividend: +SEK 500.00

Reinvesting Veteranpoolen dividend (2)

Reinvesting dividend from Veteranpoolen. It's not been performing well since I bought it last year and they lowered their dividend this year. A recession would I believe not be great for them but over time they have demographics on their side. 

Stocks owned: 1,072
Dividend per stock: SEK 2.00
Dividend received: SEK 2,144.00
Reinvested number of stocks: 68

Stocks owned after reinvesting: 1,140

Effect on yearly dividend: +SEK 136.00

Reinvesting Boliden dividend (2)

Boliden continued their tradition of paying out a bonus dividend this year as well. This week they flagged for a loss in the Q2 so it's not looking great at the moment. Unlucky I bought the shares before this news broke.

Could this be early warning signs of a recession? Mining are some of the first ones to be hit I believe, as companies start to decrease their need for raw materials in anticipation of what's to come.

Should I stop posting each reinvestment separately and just do a combined post for each month about how many and what the effects are? It feels like there was such a flood of these posts this spring, it's cluttering the blog. Coming months are not as affected by this issue.

Stocks owned: 161
Dividend per stock: SEK 11.50
Dividend received: SEK 1,851.50
Reinvested number of stocks: 5

Stocks owned after reinvesting: 166

Effect on yearly dividend: +SEK 75.00

Reinvesting SBB dividend (15)

Last time reinvesting dividend in SBB for a while, maybe ever. The stock has been completely crushed but did a small comeback after the CEO change. I don't know if SBB will survive, I have my doubts. It might be sold or split up and some of the parts taken over by other companies. It's very interesting to see how fast a stock can go from being super hyped to completely trashed in almost a year. 

I bought a few extra shares to get me to a round even number, since I won't be buying more anytime soon, unless they do a rights issue maybe.

Stocks owned: 1,431
Dividend per stock: SEK 0.12
Dividend received: SEK 171.72
Reinvested number of stocks: 69

Stocks owned after reinvesting: 1,500

Effect on yearly dividend: +SEK 0.00

Dividend income May 2023

I get a bit of a broken record vibe about my monthly reports, yes it was another record month. Broke the all time record for dividends received in a month, which was from May of last year. I broke it by quite a bit, there was a big new dividend from Opter that I had not received before and also some moved payouts like Volkswagen.

My portfolio is also breaking records and got a new ATH. Most of this comes from Nvidia's insane run this month. It was up almost 25% on it's reporting day. Since it's my biggest position it made the portfolio jump a lot. The position is now almost 10% of my total portfolio which is a bit of a risk, especially considering the valuation of Nvidia. PE 200 seems to me to not be sustainable, I think we might see Nvidia lower in a year from now. I don't plan on selling though as I have my buy and hold strategy. 

Also the debt ceiling was solved so we saw another rally at the start of June. Job numbers were a big beat as well so I think the FED might not be done with raising rates yet, although they might pause to see where things are heading.

I received a total of SEK 23,191.43 in dividends in May. An increase of 28.2% compared to last year.

1830,00	Firefly
264,62	AT&T
1052,64	Altria
2325,00	Boliden
57,40	Electrolux Professional
3160,00	Opter
1270,47	BASF
575,25	Svedbergs
545,60	Biotage
622,15	Atlas Copco
1028,77	Bayer
759,00	Investor
481,00	H&M
828,00	JLT Mobile Computers
396,00	Stille
168,60	SBB
1603,50	Novotek
454,75	Hugo Boss
1670,99	Volkswagen
224,71	Realty Income
684,58	Kinder Morgan
248,68	P&G
511,21	SAP
1350,25	SinterCast
267,77	Starbucks
552,50	Epiroc
258,00	Wal Mart

Reinvesting Epiroc dividend (9)

Reinvesting dividend from Epiroc.

Stocks owned: 325
Dividend per stock: SEK 1.70
Dividend received: SEK 552.50
Reinvested number of stocks: 3

Stocks owned after reinvesting: 328

Effect on yearly dividend: +SEK 10.20