October was another downward month for me, higher for longer seemed to have been the general modus operandi. Also the Israel - Hamas conflict did not help the markets. I do not believe the conflict will escalate into a greater war in the region, I do not believe it would lead to a good outcome for anyone involved.
While the portfolio keeps under performing, dividends keep rolling in and setting new records. But unfortunately all good things must come to an end and it is looking like November and December will not reach up to the same amount I saw last year. Some part is shift in dividend and some cancelled dividends. Also Yara that had an extra dividend last year will not pay out a bonus dividend this December.
Speaking of Yara, I more than doubled my holdings this month. I have been looking to buy more Yara since early summer and now finally after their report the price came down to a point I felt ok with. I believe Yara will still profit from rising commodity prices in the long run and will continue to pay out very nice dividends in the comming years. It will probably take some time for them to get back to 2023 levels again but sooner or later I believe that will happen. When calculating the effect on yearly dividend from this buy I will use a lower dividend rate from 2021 of NOK 20. I think we will see a dividend from NOK 20-30 next year from Yara, if commodity prices stay where they are.
I received a total of SEK 6,036.97 in dividends in October. A modest increase of 1.45% compared to last year. I really need to start working on Febuary, August and November dividends!
Reinvested dividends effect on yearly dividend: SEK 227.18
9 Husqvarna shares: SEK 27.00
2 Altria shares: SEK 66.50
1 W.P. Carey share: SEK 36.40
5 Atlas Copco shares: SEK 11.50
7 Kindred shares: SEK 31.58
3 Epiroc shares: SEK 10.20
22 Telia shares: SEK 44.00
New buys effect on yearly dividend: SEK 2,340.00
156 Yara shares: SEK 2,340.00
|
267,85 |
Coca-Cola |
|
786,00 |
Husqvarna |
|
1194,21 |
Altria |
|
237,70 |
Realty
Income |
|
793,67 |
WP Carey |
|
9,26 |
Orion Office
Reit |
|
381,44 |
Johnson
Controls |
|
627,90 |
Atlas Copco |
|
31,09 |
GE |
|
635,25 |
Unibet |
|
557,60 |
Epiroc |
|
515,00 |
Telia |
