In May I broke for the 3rd month in a row my dividend income record. I received ā¬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 š
Besides depositing ā¬1.300 in my brokers account, I also did make an extra repayment on my mortgage of ā¬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 ā ā¬ 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:
2019 Target Status:
- Iām at ā¬6.300 out of ā¬14.400 deposit target (43,8%)
- Iām at ā¬2.091,41 out of ā¬3.500 dividend received target (59,8%)
- I’m at ā¬230,70 income from writing options
- I’m at ā¬1.500 in extra mortgage repayments
Very solid! Investing in BMW seems like a great idea. Bayer seems like a good hold too.
Haven’t tallied our May dividend income yet, but should be over $1,700. š
$1700 is a great result! BMW and Bayer I both like to hold for the long term and enjoy their yearly payouts. Both are relatively new positions in my portfolio and I bought both stocks, because they reached a relatively low price level due to trade war influences (BMW) or lost legal cases regarding Roundup (Bayer).
Excellent month Erik. I didn’t realize that NGG recently raised their dividend. Excellent month!
Bert
I also missed NGG’s dividend raise. I only noticed it based on the higher than expected dividend showing up in my stock account.