August 2018 Dividend Update

This August 2018 Dividend Update is rather boring (boring = good!). More money came into the account, more DRIP’s happened and the value of the portfolio kept on growing. A solid month indeed.

August 2018 Dividend Update

We had no modifications of the portfolio this month. No buys or sells. Think we already did enough last month! We do still have some cash that we like to deploy, but need to do some homework before that is possible. Or a correction in the market that allows us to buy a few more shares and add to existing positions.

However, we did have another 9 companies that allowed DRIP’s (Dividend ReInvestment Plans, i.e. automatic reinvestment of the dividends into new shares, sometimes with discount to the market price), which increases our forward dividend.

Keen on some Canadian shares in your portfolio? Try this awesome list to see which companies might be of interest. Oh, don’t forget to check out the community updates at the Dividend Diplomats and Easy Dividend!

August Dividends

All the dividend deposits received into the bank accounts (and correct for exchange rates) sum up to a total dividend income of €339.10 for August.

Compared to last year we had an decrease of 10.2%. If you purely look at the dividend change in CAD (Canadian Dollars), we are down 8.4% compared to last year. Why? Because of our selling and buying spree from last month. Furthermore, we had companies that were bought out and no longer exist in the portfolio and shifts in dividend payment dates due to mergers.

When looking at the shares we had last year and this year in August, we still saw and increase of 24.2%. In short, not worries at all. Primarily because we increased several of these positions. Next year in August we will know if this was the right move 😉

The stats for last month:

August 2018 Dividend Update - Dividend Income
August 2018 Dividend Update – Dividend Income

The graph below is showing the yearly dividend totals for 2015, 2016, 2017 and the YTD for 2018. Despite selling many shares in 2017 (reinvested in Real Estate), we might actually beat 2016’s total this year! That’s still very good 🙂

August 2018 Dividend Update - Yearly Dividend
August 2018 Dividend Update – Yearly Dividend

Dividend Stock Overview

Our dividend portfolio now contains 36 companies with a total of 7.877 shares. We dripped 26 shares since last month.

The portfolio looks like this:

August 2018 Dividend Update - Dividend Overview
August 2018 Dividend Update – Dividend Overview

Dividend Sector Breakdown

When you breakdown the previously shown dividend stock overview by sector, it looks as follows:

August 2018 Dividend Update - Sector Allocation
August 2018 Dividend Update – Sector Allocation

 

How was your August on the dividend side of things?

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12 Comments

  1. Who cares about the decline. Are you happier with your rebalanced portfolio? Sure as heck sounds like it. Take a step back and look where you started from. Sure, it sucks August declined compared to last year. But man, you are so many steps further ahead of where you started this journey!

    Bert

  2. I wouldn’t worry about the decline, that happens from time to time. This is especially true when companies merge or split up.

    You’re selling and dealing for good reasons, so long term your dividend income will grow. 🙂

    1. Thanks Bob, on that note, we cannot add to our Canadian portfolio, so all this is organic growth! Last time we added was back in 2015.
      Curious to see where we are going during this year as a whole.

  3. Don’t worry about the decline too much, I’ve had years where my dividend totals actually declined too. Companies merged, and were bought or sold and it took awhile to reinvest the capital into new places.

    Inevitably you’ll start the march forward again soon!

    1. Indeed Mr Tako, companies develop, mergers happen and things change. As long as I keep buying the right companies going forward, and keep an eye on the existing ones, dividends should march forward.

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