What I like about dividend investing is that once you have selected a few good companies, the rest is relatively easy. Yes, you need to keep an eye on your investments, and check how the companies are doing. But the money generally just keeps flowing in, how great is that! Here is the June 2018 Dividend Update (with catch-up from April and May)
June 2018 Dividend Update
The following stock(s) were reduced or disappeared from the portfolio:
- 974 shares of AAR.UN (REIT): company was bought by an investment group and was delisted. Made a killing though! Nearly 80% profit 🙂
- 150 shares of PJC.A (Consumables): company merged with the Metro group and was delisted. Albeit we were supposed to get MRU shares, we missed the exchange deadline (due to travels) and got the cash. Also a 30% profit.
We made no new purchases (since we were travelling and did not look at the account for almost 2,5 months!).
April – June Dividends
All the dividend deposits received into the bank accounts (and correct for exchange rates) sum up to a total dividend income of €567,4 for April, €567,13 for May and €638,93 for June. Not bad!
Compared to last year (when we still had some Dutch share too) we changed by -23.6%, 34.9% and -34.3% for April to June respectively. Now that is what I call a rollercoaster!
However, when looking at the Canadian part of the portfolio (in CAD), we see the following changes: 18.2%, 34.6% and 13.9% increases. Now that is what I like to see, growing dividends! This is organic growth too, as we did not add to the accounts since 2016.
The stats for last month:
The graph below is showing the yearly dividend totals for 2015, 2016, 2017 and the YTD for 2018. Despite selling many shares in 2017, we might actually beat 2016’s total this year! That’s good.
Dividend Stock Overview
Our dividend portfolio now “only” contains 36 companies with a total of 8.124 shares. As noted in previous post(s) NTR is noted twice in this overview. This is due to the merger of POT and AGU (we each had one of these in our RRSP accounts). Since I’m lazy (and have the spreadsheets setup to provided an overview of both our accounts individually), this probably won’t change soon.
We generally try to keep the weight of individual companies within our portfolio below about 5%.
The portfolio looks like this:
Dividend Sector Breakdown
When you breakdown the previously shown dividend stock overview by sector, it looks as follows:
How did you do in June on the dividend side of things?