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!).

Keen on some Canadian shares? 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!

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:

June 2018 Dividend Update - Dividend Income

June 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, we might actually beat 2016’s total this year! That’s good.

June 2018 Dividend Update - Yearly Dividend

June 2018 Dividend Update – Yearly Dividend

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:

June 2018 Dividend Update - Dividend Overview

June 2018 Dividend Update – Dividend Overview

Dividend Sector Breakdown

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

June 2018 Dividend Update - Sector Allocation

June 2018 Dividend Update – Sector Allocation

 

How did you do in June on the dividend side of things?

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The March 2018 Dividend Update is not as exciting as the one from February. We are getting close to being done with reshuffling the portfolio. From here on, there should only be a few small corrections. In the far future we may try to expand the dividend portfolio again, depends on stockmarket prices and cash-flow from our real estate..

March 2018 Dividend Update

The following stock(s) were reduced or disappeared from the portfolio:

  • 200 shares of CHW (Financial): sold some shares just before the big sell off due to poor performance results and no dividend growth.

We made the following new purchases:

  • 30 shares of CM (Financial): Diversification of investments into the Canadian banking sector with the CIBC bank, which we did not own yet.
  • 60 share in CAR.UN (REIT): the rise in interest rates made the whole REIT sector drop, which was a nice time to add new shares. This REIT adds more exposure to the residential sector.
  • 169 shares of AGU (REIT): see above.

Note, the REIT purchases are technically not dividend growth stocks (yet?!), but the monthly DRIP’s work very well too!

Keen on some Canadian shares? 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!

March Dividends

All the dividend deposits received into the bank accounts (and correct for exchange rates) sum up to a total dividend income of €638.93. This is a decrease of 21.4% compared to last year. This is because we sold many RDSA/UNA shares last year to be able to do real estate investments, which made a big difference.

Unfortunately we saw another worsening of the EUR/CAD exchange rate in March too. In Canadian dollars the dividend actually grew by 11.1% from a year ago, which is really good!

One note, last month’s total was corrected downwards to €320.83, as one payment shifted into March. We therefore ended February with a small decline in total dividends received (in € anyways), instead of a small increase.

The stats for last month:

March 2018 Dividend Update - Dividend Income

March 2018 Dividend Update – Dividend Income

The graph below is showing the yearly dividend totals for 2015, 2016, 2017 and the YTD for 2018. We received €1.490.44 in dividends so far for 2018. Very happy with that result! And no, we are not going to get to 2017 in terms of dividend income.

March 2018 Dividend Update - Yearly Dividend

March 2018 Dividend Update – Yearly Dividend

Dividend Stock Overview

Our dividend portfolio now contains 38 companies with a total of 9.150 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:

March 2018 Dividend Update - Dividend Overview

March 2018 Dividend Update – Dividend Overview

Dividend Sector Breakdown

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

March 2018 Dividend Update - Sector Allocation

March 2018 Dividend Update – Sector Allocation

 

How did you do in March on the dividend side of things?

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