söndag 31 januari 2021

New buy SAP

First purchase of 2021. Bought SAP, which took quite a hit in autumn last year on their outlook. Hopefully this will be a nice turnaround case. Not very high yield but I think SAP can keep growing.

Number of shares bought: 30
Price: EUR 104.24
Effect on yearly dividend: SEK 337.73


onsdag 6 januari 2021

Dividend income December 2020

A very tumultuous year has come to its end. When the market crashed in March I was down somewhere around 25%. Luckily the rest of the year has been really strong for stocks. My full year return was 10.4% which I think is good, specially when compared to OMX 30 which was up around 6% for the year. I know there are a lot of people who started investing in stocks this year after the crash and their returns are a lot better though. Unfortunately for me I was still unemployed during the crash so I did not want to invest my free cash into stocks at the time, something we now know was wrong. I believe next time there's a crash I will try to be a bit more aggressive and invest during the downturn. They don't come very often and can be quite lucrative. My return also took quite a big hit due to the strengthening of the SEK versus the USD. During March a dollar cost over SEK 10.00. Now in December it's gone all the way down to SEK 8.20, which seriously affected my return on US stocks. For my dividends I hope for a weaker SEK in the comming year, we will have to see what the Riksbank will do if they will lower the rate or not. However a strong SEK means I can buy US stocks cheaper.

During the spring a lot of companies also started to cancel their dividends. I was then fearing that I would receive dividends in the low 20k's. However some companies did pay out their dividends at the end of the year so the drop wasn't as bad as I expected it to be. In total I received SEK 30,469.03 in dividends for 2020, a drop of almost 30% compared to 2019 SEK 42,325.08.

Hopefully 2021 will become a more normal year for dividends for me, however I've already noticed that Disney has cancelled their dividend for the first half of the year. If companies start to pay out dividends this year again I believe there could be record amounts being paid as they withheld them last year. Time will tell.

My goal for 2021 would be to reach SEK 50,000.00 in dividend payouts. I believe if this year will be a normal year I can achieve it, especially because of investments into new stocks.

I received twelve dividends in December totalling SEK 2,873.02. An increase of 44% compared to last year.

For the full year I received 97 dividends totalling SEK 30,469.03 a drop of 28% compared to 2019. 

Atlas Copco - SEK 444.50
Intel - SEK 214.08
Epiroc - SEK 367.20
Telia - SEK 562.25
Microsoft - SEK 180.89
Kellogg - SEK 161.40
Coca-Cola - SEK 179.95
McDonald's - SEK 210.03
Realty Income - SEK 165.64
Thomson Reuters - SEK 150.75
3M - SEK 208.54
Nvidia - SEK 27.79

söndag 13 december 2020

New buy Pfizer

When I first wanted to invest into a medical company it was a decision between AstraZeneca and Pfizer. I chose AstraZeneca at the time, but I've always wanted to own Pfizer as well. The valuation has gone up quite a lot since they presented their vaccine news but I hope that they will earn some more money next year with the vaccinations. They kept their dividend this year which is nice and it's also quite big at around 4% yield.

Number of stocks bought: 70
Price: SEK 357.00
Effect on yearly dividend: +SEK 986.46

New buy Autoliv

I didn't buy any new stock in November, so instead I bought two new in December. First one is Autoliv. Don't know for how long I've had Autoliv on my buy list but quite some time. Unfortunately they cancelled their dividend payout this year, but hopefully they will reinstate it next year. I'll put it as if the dividend effect will be SEK 0 however. I'm also looking at investing into Veoneer, a company that Autoliv spun off a couple of years ago. But Veoneer doesn't pay any dividend so it's not at the top of my list at the moment.

Number of stocks bought: 33
Price: SEK 766.00
Effect on yearly dividend: +SEK 0.00

Reinvesting Telia dividend

3rd times the charm. Telia paid out a third dividend this year to pay out the full dividend they suggested this spring. Quite a busy week with dividend reinvestments. Also it's starting to show on Telia, almost hundred new shares bought just from reinvestments. Next payout will probably break the hundred share mark.

Stocks owned: 865
Dividend per stock: SEK 0.65
Dividend received: SEK 562.25
Reinvested number of stocks: 16 (SEK 35.40 x 16 = SEK 566.40)

Stocks owned after reinvesting: 881

Effect on yearly dividend: +SEK 39.20

Reinvesting Epiroc dividend

Another dividend reinvestment for Epiroc. I wonder when I will start to be able to reinvest another stock. Will probably take a while, several years actually if my caluclations are correct... Oh well.

Stocks owned: 306
Dividend per stock: SEK 1.20
Dividend received: SEK 367.20
Reinvested number of stocks: 3 (SEK 137.00 x 3 = SEK 412.00)

Stocks owned after reinvesting: 309

Effect on yearly dividend: +SEK 7.20

Reinvesting Atlas Copco dividend

Atlas Copco dividend payout was enough to buy one new share. 

Stocks owned: 127
Dividend per stock: SEK 3.50
Dividend received: SEK 444.50
Reinvested number of stocks: 1 (SEK 380.40 x 1 = SEK 380.40)

Stocks owned after reinvesting: 128

Effect on yearly dividend: +SEK 7.00