Dividend income December 2024

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

Dividend income December 2023

The year 2023 ended with a big rally in stocks. This has been one of my better years, my portfolio was up 19.10% this year and is now at a new ATH. I am a bit worried for 2024, recession should be looming around the corner. I am also a bit worried that such a large portion of my profits come from Nvidia. I will of course keep my holdings but I see they won't have such a stellar year next year, but who knows, maybe it will be another banger.

It has also been another record year for my dividends. At the beginning of last year I predicted that I would receive 100k in dividends. I managed to beat that and got roughly 107k. I beat the monthly records in ten out of twelve months and also beat the overall monthly record from last year. I had some lucky bonus dividends that will make it hard to beat the January record for a while. But with USD down to around SEK 10 I might be able to start buying US stocks again soon. Then I can start to boost some of the less dividend heavy months like January, February, July and August.

For next year my dividend goal will be to receive 125k in dividends. It's quite a high goal again, but with 6% dividend growth and 12k from new buys I believe it to be possible. There are some bonus dividends that will draw down the overall next year, like Volkswagen, Thomson Reuters and Yara. But hopefully there will be a few surprises in store for next year as well. One I have already seen, a small one but still, and that is that Disney will start to pay out dividend again, so that will give me a small boost to January and August. I also think companies like Firefly that have had such an amazing year will see a large increase in dividend growth next year, at least I hope so.

I received a total of SEK 4,433.83 in dividends in December. A decrease of 17.5% compared to last year, mostly due to Yara paying out a bonus dividend in December last year.

For the full year I received 182 dividends totalling SEK 107,253.72 an increase of 28.1% compared to 2022.

Reinvested dividends effect on yearly dividend: SEK 14.28 and for the whole of 2023 the reinvested dividend yearly effect is SEK 3,359.87. That is more than I received in dividends for the whole year when I started!

6 Lundin Mining shares: SEK 14.28

102,86	Intel
258,01	Pfizer
369,37	Johnson & Johnson
202,26	Unilever
198,14	Autoliv
535,89	Chevron
265,79	3M
530,75	Lundin Mining
380,24	Prudential Financial
293,33	Microsoft
13,85	Wk Kellogg Co
221,58	Realty Income
332,46	McDonald's
193,89	Kellogg
246,86	Coca-Cola
254,47	Thomson Reuters
34,08	Nvidia

Dividend income December 2022

Another year has passed and this one wasn't so good for my portfolio. I think also this time is the first time that my overall wealth has actually declined in a year. That might be seen as a positive thing as my portfolio has now gotten so big that my salary doesn't have the same impact as it used to.

Luckily for me the year wasn't as bad as some of the indexes had. My portfolio was down -10.5% which is a lot better than for example OMX was. I think the biggest contributing factor to this was my USD positions acted as a hedge.

Dividend wise it was a record year however. I broke a lot of different records: single biggest dividend received, highest payout in a month, most number of dividends received in a month. I broke the dividend monthly record in eleven of the twelve months, only November I wasn't able to beat from last year. And I finally managed to beat the monthly record from 2019, twice.

I had a goal of reaching 65k dividend received this year and I beat that by a mile. I'm not sure what made get so far above my goal. Partly I think it's the strong USD. Also I bought quite a lot of big positions in high yielding stocks, my goal was to get 12k from new buys but seeing as for example Veteranpoolen alone stood for 3k that is a large part of the equation.

For next year I am a bit worried about dividend cuts from companies. We have already seen it in Sweden in a few real estate companies, for example Castellum. That alone is quite a big hit to my dividends. In my compilation of future dividends for 2023 I get to about 87k, and that is without 6% dividend growth I am usually counting with. With new buys I think I will make it to above 100k in dividends earned in 2023, but with a recession looming around the corner I'm not 100% confident. Even though I've seen cuts I have also seen some nice suprises already for January, for example VW is paying out 19 EUR per share which will be around 4k for me before taxes.

I haven't bought any new company for the last three months, I have been following one company for but it won't go to the levels I want to buy it at, so I might just pull the trigger anyway soon. I'd hope for the USD to come down below 10 as well but it's actually gone the other way this week so I'm not sure for how long I can stay away from US companies. I might start bulking up on some of my existing Swedish stock instead if that is the case.

I received a total of SEK 5,372.59 in dividends in December. An increase of 80% compared to last year!

For the full year I received 177 dividends totalling SEK 83,723.58 an increase of 50.9% compared to 2021.

290,84	Intel
149,93	SBB
252,99	Pfizer
349,52	Johnson & Johnson
267,98	Microsoft
191,93	Autoliv
184,22	Unilever
260,99	3M
497,45	Chevron
509,83	Lundin Mining
822,88	Yara
217,69	Realty Income
306,87	McDonald's
207,15	Kellogg
239,45	Coca-Cola
368,66	Prudential Financial
218,74	Thomson Reuters
35,47	Nvidia

Dividend Income December 2021

Time to sum up the year. It's been a record breaking one for me. My portfolio is at an all time high and I received the most dividends in a year ever. I had a return of 33.27%, which in my opinion is really high, I do not expect to see such big returns in the coming years. Actually I think there might be a correction coming to the markets next year, we'll see. I've broken a lot of monthly records this year, December was no different. I did not manage to crack the highest dividend payout for a single month, hope I can do it next year.

My goal for 2021 was to receive SEK 50,000.00 in dividends paid out, a goal I surpassed quite nicely.

My goal for 2022 is to receive SEK 65,000 in dividends. I'm a bit conservative with my dividend goal for next year, I was thinking of going all the way to 75k but there was around 5k dividends paid out 2021 that I do not expect to receive next year. Those extra dividends in Epiroc, Electrolux and Avanza will not come again next year I think. Also Angler Gaming, which was my worst buy in 2021, will likely not pay out as much next year. Using a dividend growth rate of 6% and adding that I will likely buy twelve new companies that roughly generate 12k in dividends next year I end up with 65k as my goal. I know I've been on about investing in more high yield dividend stocks for a while and I really need to start invest in some more.

I received a total of SEK 2,983.63 in dividends in December. An increase of 3.85% compared to last year.

For the full year I received 142 dividends totalling SEK 55,485.67 an increase of 82% compared to 2020.

Unilever - SEK 191.37
Intel - SEK 240.22
Pfizer - SEK 213.49
Autoliv - SEK 162.86
Microsoft - SEK 214.78
Chevron - SEK 412.34
3M - SEK 227.87
Thomson Reuters - SEK 173.39
McDonald's - SEK 242.74
Coca-Cola - SEK 199.15
Realty Income - SEK 188.13
Kellogg's - SEK 177.42
Prudential Financial - SEK 308.92
Nvidia - SEK 30.95