January 2016 Dividend Update

Below is an overview of our dividend stock portion of our wealth portfolio.  It has been a good month for dividends, especially considering that the months of January/April/July/October are somewhat “slower”.

Below you can find a quick overview of the total monthly dividend payouts for 2015/2016:

Here is an overview of our dividend stocks:

If you group the above dividend stocks by sector, the distribution of our portfolio is as follows (based on market value at close of markets on January 29, 2016):

No updates to report, we only bought one new dividend stock (High LIner Foods) in January (we should have bought more, but were to busy dealing with the flu and missed the whole “dip”….aagh).

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    1. Thanks Tristan. Please don’t be jealous, if you had a large cash pile to reinvest, your dividends would also shoot up like a rocket. There will be a bit of dip in February, but then another whopper is expected in March. We should be reaching a ceiling in the next few months, after which the “organic” dividend growth should start.

    1. Hello Mr. Tako,
      We DRIP! So we trigger new purchases (without the fees) every time we receive a dividend payment. We actually have two types, we take part in the Dividend Reinvestment Plans from various companies, and our broker does the other ones automatically too (but without the perks of some of the DRIP’s, like share discounts). Once we are done reinvesting, We will have to see how much cash is available after the large majority of the dividends have been used to buy new shares. We might be able to make do one more investment per year with this money.
      To anwser your question, we are currently doing valuation metrics to reinvest and we will be doing the regular buying once we are done reinvesting.

    1. Hey Tawcan, I’m starting to believe that I may have jumped the gun a bit on the “slower” month. Did some math yesterday and it seems that it is slower than March, but it appears that the actual slow month is this one (i.e. February). We are still reinvesting, so it kind of difficult to keep track of when the first dividends are triggered on new (or extra) shares. More focussed on which stocks to buy and at what price, then when the dividends are starting to come in 🙂

  1. Awesome start to the year for a “slow” month. Looks like you picked up right where you left off in December and with quite a variety of different names paying you. Nice to have that kind of diversity. Keep up the good work and look forward to seeing how 2016 pans out for you.

    1. Thanks DivHut, the diversity is going in the right direction. Would like to increase positions in utilities, real estate and consumer defence a bit more to have a more level playing field. We are also very curious to see how 2016 is going to pan out!

    1. We have another CAD $60,000 (€40,000) to reinvest this year in our retirement savings accounts. After that there will be limited additions to the dividend stocks (cannot add funds to these retirement accounts anymore unfortunately) as we are also actively investing into index funds and real estate. So the dividends should increase fairly quickly this year and thereafter we hopefully see some steady dividend growth at work 😉

      Thanks for dropping by!

  2. This is a nice result for a “slow” month! Well done.
    Is the overview a full list of your holdings? (I guess it is the full list as RDS.A did pay dividend in Jan, I am a fellow shareholder as well)
    It is a nice diversified portfolio with no stock or sector really jumping out.

    Why did you pick UNIA and not UNA?

    (Great weather in Belgium for a run!)

    1. Hallo AT,
      We actually have UNA, (UNIA was a typo) updated the graph already. Thanks for noticing!
      As for RDS.A, we actually received their dividend back in December (on the 18th to be exact), so the next one is scheduled for March. Therefore also the “slow” month, as their dividend adds a good chunck of cash (well, stock actually).

      I’m about to go out here for the first run of the year!

      1. Good luck with the first run of the year. I am more of an evening runner and will go out this evening when the kids are sleeping.

        I guess I also made a typo: I ment to say: As RDS.A did NOT pay dividend on january. I counted mine in my 2015 play money results. I take the cash from RDS.A for now. I want to keep a multiple of 100.

      2. Hello AT,
        We actually “drip” all our holdings, we even purchase certain amount of shares to trigger a purchase every time dividend is paid (with some margin to accomodate stock price increase). Trying to combine both dividend growth as well as capital gains where possible.

        Run was OK, did just over 2.3km at a pace of 5:40 min/km. Next run will be later this week hopefully. Pace is good, now need to jack up the distances.

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