Oasis Midstream Partners increases dividend

Oasis Midstream Partners (OMP) declared the quarterly cash distribution of $0.54 per unit for 4Q19, an approximate 5% increase from 3Q19 and 20% increase from 4Q18.

Since I own 70 shares of OMP, this change will increase my 12 month forward dividends by $7.00

New purchase : Sievi Capital

New position in portfolio started - Sievi Capital (SIEVI.HE).

Sievi Capital Oyj, formerly Scanfil Oyj, is a Finland-based holding company. Its investments are divided into two categories: capital investments, which can be made in listed or unlisted entities involved in a range of business fields; and financial investments, including shares, Exchange Traded Funds (ETFs), structured products, and business loans, among others. The capital investments comprise six companies: Kitron ASA, which provides Electronics Manufacturing Services (EMS); iLOQ Ltd, offering self-powered digital locking and access management solutions; IonPhasE Ltd, producing advanced dissipative polymers; Panphonics Ltd, manufactures products based on directional audio technology; Apetit Plc, a food production company; and Efore Plc, which is active in the electronics sector. Furthermore, the Company is a parent of Scanfil NV.

Telia increases dividend

For 2019, the Board of Directors proposes to the Annual General Meeting (AGM) an ordinary dividend of SEK 2.45 per share (2.36).

Since I own 525 shares of Telia, this change will increase my 12 month forward dividends by approx 4.73€. Fantastic.....

Alliance Resource Partners decreases dividend

ARLP announced today that the Board of Directors of its general partner has decreased the quarterly cash distribution to unitholders for the 2019 Quarter to $0.40 per unit (an annualized rate of $1.60 per unit), payable on February 14, 2020 to all unitholders of record as of the close of trading on February 7, 2020. The announced distribution compares to quarterly unitholder distributions of $0.53 per unit declared for the 2018 Quarter and $0.54 per unit declared for the quarter ended September 30, 2019 (the "Sequential Quarter").

This company continues to disappoint :(

New purchase : Vermilion Energy Inc.

New position in portfolio started : Vermilion Energy Inc. (TSE:VET).

Vermilion Energy Inc is a Canada-based international energy company, which focuses on conventional and semi-conventional exploration and development projects. Its primarily interested in light oil and liquids-rich natural gas. The Company manages the acquisition, exploration, development and optimization of producing properties in North America (Canada and USA), Europe (France, Holland, Germany, Ireland, Croatia, Hungary, Slovakia) and Australia.

Vermilion Energy Inc. pays dividend monthly and my initial yield on cost is at 13.30%. Yield is really high as the company stock price has been going down lately.

Realty Income increases dividend

SAN DIEGO, Jan. 14, 2020 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company^®, today announced its Board of Directors has declared an increase in the company's common stock monthly cash dividend to $0.2325 per share from $0.2275 per share. The dividend is payable on February 14, 2020 to shareholders of record as of February 3, 2020. This is the 105^th dividend increase since Realty Income's listing on the NYSE in 1994. The ex-dividend date for February's dividend is January 31, 2020. The new monthly dividend represents an annualized dividend amount of $2.79 per share as compared to the current annualized dividend amount of $2.73 per share.

Enterprise Products Partners increases dividend

Enterprise Products Partners L.P. (NYSE: EPD) ("Enterprise") announced today that the board of directors of its general partner declared an increase in the quarterly cash distribution paid to limited partners with respect to the fourth quarter of 2019 to $0.445 per common unit, or $1.78 per unit on an annualized basis.

The quarterly distribution will be paid Wednesday, February 12, 2020, to unitholders of record as of the close of business Friday, January 31, 2020. This distribution, which represents a 2.3 percent increase over the distribution declared with respect to the fourth quarter of 2018, is the partnership’s 62^nd consecutive quarterly distribution increase. Enterprise has increased its cash distribution rate for 21 consecutive years.

New purchase : AbbVie Inc.

Added 4 shares of AbbVie Inc. at $89.00 per share. I now hold 25 shares of AbbVie Inc. This purchase will increase my 12 month forward dividends by $18.88

New purchase : Royal Bank of Canada

Added 10 shares of Royal Bank of Canada (NYSE:RY) at $79.51 per share. I now hold 26 shares of Royal Bank of Canada. This purchase will increase my 12 month forward dividends by CAD 42.00

New purchase : AT & T

Added 18 shares of AT&T (NYSE:T) at $35.09 per share. I now hold 75 shares of AT&T. This purchase will increase my 12 month forward dividends by $36.72

Summary of year 2019

44 companies paying dividends in 2019.

Sales:

• Awilco Drilling does not provide dividends currently so I sold my shares
• MOWI Asa shares were sold due to Norway changing tax legislation for dividends

Dividends:

• Sampo paid a special dividend in the form of Nordea shares
• Nokia disappointed with notice that it will not pay remaining 2 quarter dividends for this year
• Nordea announced a dividend cut of 41.2%
• AGNC Investment Corp cut dividends by 11.2%

Total amount of dividends in 2019 was 4587.13€. This is a +25.33% increase in dividends when compared to 2018.

Summary : Q4 / 2019

During Q4 / 2019 this portfolio collected following dividends

• Oct:  422.32€       (2018:  349.51€  2017: 246.50€   2016: 176.12€)
• Nov:  344.71€       (2018:  281.71€  2017: 224.85€   2016: 126.42€)
• Dec:  350.06€       (2018:  269.53€  2017: 223.82€   2016: 211.06€)

Total of 1117.09€            (2018:  900.77€  2017: 695.07€   2016: 513.60€)

Quarterly target was 900€ which was achieved and passed.

Progress update : December 2019

Progress update for December

Quote	2018	2019	Change %
Southern Company	15.30	16.25	+6.21%
Realty Income Corporation	7.41	7.75	+4.59%
Main Street Capital	35.47	34.36	-3.13%
Prospect Capital Corporation	11.51	11.87	+3.13%
Triton International	43.52	45.03	+3.47%
SFL Corporation	52.60	63.27	+20.29%
Emerson Electric	6.46	6.77	+4.80%
The Coca-Cola Company	18.27	19.04	+4.21%
Chatham Lodging Trust	13.22	13.79	+4.31%
LTC Properties	12.46	12.71	+2.01%
VF Corporation	15.56	15.15	-2.63%
EPR Properties	7.80	10.06	+28.97%
AGNC Investment Corp	14.09	13.11	-6.96%
Dominion Energy	15.86	29.62	+86.76%
Enbridge Inc.		15.03
Kontoor Brands		10.10
Ares Capital Corporation		26.15
Total	269.52	350.06	+29.88%

Status update : December 2019

Dividends received in December :

Quarterly:

•  16.25€ from Southern Company (SO)
•    6.77€ from Emerson Electric (EMR)
•  15.15€ from VF Corporation (VFC) 
•  45.03€ from Triton International (TRTN)
•  63.27€ from SFL Corporation (SFL)
•  29.62€ from Dominion Energy (D) 
•  15.03€ from Enbridge Inc. (ENB)
•  19.04€ from The Coca-Cola Company (KO)
•  10.10€ from Kontoor Brands (KTB)
•  26.15€ from Ares Capital Corporation (ARCC)

Monthly:

•     7.75€ from Realty Income Corp (0)
•   43.46€ from Main Street Capital Corporation (MAIN)
•   11.87€ from Prospect Capital Corporation (PSEC)
•   13.79€ from Chatham Lodging Trust (CLDT)
•   12.71€ from LTC Properties (LTC)
•   10.06€ from EPR Properties (EPR)
•   13.11€ from AGNC Investment Corp (AGNC)

This makes it a total of 350.06€ in dividends in December. Last year I received 269.53€ dividends in December. This is a 29.88% increase in dividends. Excellent.