November 2019 Dividend Report

November is already finished for some time. It was a super busy month where I did spend long days at the office working on several contracts regarding the automation of our eCommerce warehouse.

The dividend income in November tallied to €300,18. This is an increase of 93% versus November 2018. A total of 11 companies paid me dividend in November. Macquarie Infrastructure Company, Wereldhave and AbbVie are responsible for well over 50% of my dividend income last month.

The external management of Macquarie Infrastructure Company announced the intention to pursue strategic alternatives, with which they mean they try to sell the company. I hope they don’t sell the company, because I prefer receiving the 9% dividend over some short term capital gain.

The November month was also an active month for resulting in 9 trades. While preparing my targets for next year I was considering adding a target to reduce my overexposure to REIT’s, but I decided to close 3 REIT positions already in this year instead of delaying it to next year. With the proceeds I started positions Albemarle, Carnival Corporation PLC and Dutch smallcap Royal BAM Group. Occidental Petroleum is my regular monthly purchase with freshly deposited money.

This month was also a record month for me in profits realized from option positions which expired or which I closed in November. The November option expiration resulted in €1.773,50 in realized option profits.

Dividend Income – € 300,18

Macquarie Infrastructure Company66,96
Wereldhave63,00
AbbVie43,57
Simon Property Group30,50
HSBC18,18
ASML Holding15,75
AGNC Investment15,26
Royal Bank of Canada15,04
Caterpiller13,03
EPR Properties10,52
Apple8,36

Transactions:

Dividend Changes:

  • Brown-Forman +5%

2019 Target Status:

  • I’m at €13.200 out of €14.400 deposit target (91,7%)
  • I’m at €4.361,86 out of €3.500 dividend received target (124,6%)
  • I’m at €2.656,10 income from writing options
  • I’m at €2.940 in extra mortgage repayments