2024 was my best year for a lot of things. I broke dividend records, reached new milestones, portfolio at an ATH. Looking back to last year, I thought Nvidia wouldn't have such good year as it did. It is by far the largest holding in my portfolio. Also they increased their dividend significantly this year. Hopefully we'll see a similar increase next year. Another one of my better stocks was Opter, increasing almost 100%. I still believe strongly in this company. They show a nice and steady growth every single quarter. I think their dividend for next year will be increased by a lot as well, and it wouldn't surprise me that one day Opter will be one of my biggest dividend payments each year.
My portfolio returned nearly 40% this year, which is really good. It feels too good, and I fear we will see a correction once the AI hype slowly dies out. The question is who the winners and losers will be, just like the dot com bubble.
In regards to dividends, I broke several records this year. I broke the record for total amount of dividends in a year, total amount of dividends received in a single month. Largest single dividend payment. I broke the 500k milestone and I broke the dividend record for seven out of twelve months. I did not reach my goal of 125k in dividends received, mostly due to cut dividends and lowered dividends for some companies. I do however think 2025 could be a good dividend year. It looks like some companies that cut their dividends in 2022 are going to start paying again in 2025.
For 2025 I will actually aim for 130k in dividends. Even though I didn't reach my goal of 125k last year I don't want to set the same goal again this year and then beat it. I'm almost tempted to go for 150k, but I fear that will be a bit too steep. With the 6% dividend increase per year I use I end up with 119k and then another 12k from new investments. I guess I might have to take last years reinvested dividends into account as well, I'll see later how much that is. I'm planning on boosting my holdings in Realty Income to be able to reinvest one new share each month from the dividend. This also helps me boost some of my worse months like February, July and August. You know what I will aim for 150k in dividends 2025, no one remembers a coward. It might depend a lot on the USDSEK rate however. I believe I will have some nice dividend increases for some companies next year and also some that will start to pay again. I fear Handelsbanken won't pay as much as last year, so that will make a dent in the total dividends received as it was by far the largest dividend I've ever received.
For December I broke the monthly record again after two months of not breaking it. I don't think I will break the record for January though.
I received a total of SEK 6,228.75 in dividends in December. An increase of 40.4% compared to last year, mostly due to the extra dividend paid out by Danske Bank.
For the full year I received 177 dividends totalling SEK 113,726.57 an increase of 6.0% compared to 2023. Not as good as I was hoping for.
Reinvested dividends effect on yearly dividend for December: SEK 78.00 and for the whole of 2024 the reinvested dividend yearly effect is SEK 3,437.98. A small increase compared to 2023.
4 shares Danske Bank: +SEK 67.50
5 shares Lundin Mining: +SEK 10.50
|
312,32 |
Starbucks |
|
277,91 |
Pfizer |
|
220,12 |
Unilever |
|
1227,02 |
Danske Bank |
|
403,06 |
Johnson & Johnson |
|
300,91 |
Thomson Reuters |
|
605,52 |
Chevron |
|
545,07 |
Lundin Mining |
|
347,22 |
Microsoft |
|
422,98 |
Prudential Financial |
|
130,14 |
3M |
|
244,46 |
Realty Income |
|
211,52 |
Kellogg |
|
14,84 |
Wk Kellogg Co |
|
377,35 |
McDonald's |
|
278,72 |
Coca-Cola |
|
215,87 |
Autoliv |
|
93,72 |
Nvidia |
