Dividend income March 2024

I thought February was a good month, but March was even better. Nvidia kept climbing higher as well as the stock market overall. My portfolio increased significantly, it's beginning to worry me that it's going too good at the moment and that we're soon in for a set back.

Dividends was also really good, I bought more Handelsbanken shares so I got a nice boost to my dividends I received. I beat the all time record for single largest dividend received, from exactly Handelsbanken. They will probably not pay out this well next year but we will see. I was also very close to beating the all time record for dividends received in a month. And on top of all that I broke the 400k accumulated lifetime dividends received.

I received a total of SEK 23,083.47 in dividends in March. An increase of 62.9% compared to last year. 

Reinvested dividends effect on yearly dividend: SEK 952.75

New buys effect on yearly dividend: SEK 2,860.00

261,78	Pfizer
102,05	Intel
364,64	Johnson & Johnson
1,73	Westinghouse Air Brake Technologies
281,57	Thomson Reuters
566,66	Chevron
261,96	3M
399,02	Prudential Financial
295,98	Microsoft
14,10	Wk Kellogg Co
226,03	Realty Income
338,48	McDonald's
197,40	Kellogg
205,25	Unilever
2312,80	AstraZeneca
1372,75	Axfood
13000,00	Handelsbanken
1345,34	Danske Bank
615,60	Hufvudstaden
682,00	Essity
202,08	Autoliv
36,25	Nvidia

Dividend income February 2024

It's been a mixed February for me. On the one side I've had a really great month with great returns and overall good reports. On the other side there have been a lot of lowered and cancelled dividends for me, I am beginning to fear that reaching 125k this year won't be possible. 

The report everyone was looking at this season was Nvidia, and they did not disappoint. It's now become such a big part of my portfolio that it almost by itself drives returns each day. Some of my smaller companies also had good reports, like Opter for example. There were some nice dividend increases and bonus dividends, i.e. Handelsbanken pays out SEK 13 this year. But unfortunately there have been some big downers as well, especially in the two companies I have increased in the last half year: Boliden and Yara. Yara cut it's dividend by 90% and Boliden also slashed theirs. I was expecting Yara to lower theirs but not by this much. I don't think that I will reach 125k even with all new buys this year. On the brighter side my portfolio is at an ATH.

Going to reach SEK 400k accumulated life time dividends in March! A nice mile stone, hopefully the next 100k will go faster.

I received a total of SEK 2,278.05 in dividends in February. An increase of 26.7% compared to last year. 

Reinvested dividends effect on yearly dividend: SEK 91.29

278,54	AT&T
526,00	Telia
227,36	Realty Income
718,67	Kinder Morgan
250,15	P&G
3,46	GE Healthcare Technologies
273,87	Starbucks

Dividend income January 2024

Magnificent seven keep rising, it's been such a big tech rally in January this year. Meta went crazy after their report and Nvidia keeps on rising. It feels like it has to end sometime soon, it can't go on like this forever. When the music stops my portfolio will take a big hit probably, but I will stick to my buy and hold for now.

There have been some dividend surprises and disappointments so far this reporting season. Avanza increased their dividend quite substantially and will be the biggest dividend I've ever received. There have been some stale dividends, but overall it's been nice increases so far. I don't think I have had any cuts yet, if you don't count bonus dividends. However I'm starting to be a bit worried for my goal of 125k this year, I am nowhere near that amount in my preview for the year, hopefully with new buys I will be able to get there.

No new record this year due to the Volkswagen dividend last year, I doubt I will see those levels for a few years. But compared to the year before that it's a very nice increase.

I received a total of SEK 2,729.75 in dividends in January. A decrease of -59.2% compared to last year. 

Reinvested dividends effect on yearly dividend: SEK 95.88

New buys effect on yearly dividend: SEK 2,760.00

184 Boliden shares: SEK 2,760.00

243,35	Wal Mart
1143,04	Altria
104,45	Disney
224,03	Realty Income
356,42	Johnson Controls
620,61	WP Carey
8,91	Orion Office Reit
28,94	GE