May 2019 Dividend Report

In May I broke for the 3rd month in a row my dividend income record. I received €736,15 in dividends. This is an YoY increase of 111%! My record breaking streak will be over now for this year. Based on my portfolio and the timing of dividend payments, I estimate I will have to wait till April 2020 to set a new record.

This month I received payments from 18 companies. The 3 biggest payers in May are for me BMW, ING and Bayer. To be honest this is a funny top 3 for me. Normally BMW is a big cost for me, as I drive a BMW. I also pay monthly a substantial amount to ING, because I have a mortgage from ING. And Bayer well… the girlfriend is using some pills produced by Bayer.

Funny to have a 3 companies in the top 3 dividend payers this month which normally are responsible for a substantial part of my costs.

The son of my girlfriend is the most impressed by my lowest dividend paying company this month: Tencent. He told his friends that moms boyfriend is making money from Fortnite 🙂

Besides depositing €1.300 in my brokers account, I also did make an extra repayment on my mortgage of €1.500 reducing my mortgage debt and resulting in lower future interest payments.

I didn’t have any option income this month as I didn’t write any put options last month. Based on the high volatility I didn’t consider the option premiums worth it.

Dividend Income – € 736,15:

BMW	105,00
ING	88,00
Bayer	72,80
Macquarie Infrastructure Company	66,27
WDP	52,80
Flow Traders	50,00
Wereldhave	47,88
Danone	44,62
Omega Healthcare	34,27
AbbVie	33,53
ASML Holding	31,50
Simon Property Group	29,29
Amsterdam Commodities	27,00
AGNC Investment	16,88
Royal Bank of Canada	14,23
EPR Properties	10,38
Apple	8,27
Tencent	3,43

Transactions:

• Purchase 180 shares Annaly Capital Management
• Purchase 8 shares Baidu
• Purchase 6 shares Alibaba Group Holding

Dividend Changes:

• National Grid +2,7%
• Coresite Realty +10,9%
• Danone +2,1%
• Apple +5,5%

2019 Target Status:

• I’m at €6.300 out of €14.400 deposit target (43,8%)
• I’m at €2.091,41 out of €3.500 dividend received target (59,8%)
• I’m at €230,70 income from writing options
• I’m at €1.500 in extra mortgage repayments