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