New purchase : Sanoma Oyj

Started new position in portfolio with Sanoma Oyj (SAA1V.HE). 

Sanoma Oyj is a Finland-based company active in the media and publishing industry. Its operating structure is divided into two segments: Consumer Media and Learning. Consumer Media segment includes magazine, television, radio and online businesses in around 10 European countries and comprises four main business units: Sanoma Media Netherlands, Sanoma Media Finland, Sanoma Media Belgium and Sanoma Media Russia & Central and Eastern Europe (CEE). It also includes the News unit, which is principally responsible for newspaper publishing and online media. The Learning segment includes the Sanoma Learning business unit and provides learning materials and solutions both in print and digital format. It operates, among others, through Humo NV, a publisher of magazines.

EPR Properties increases dividend

EPR Properties boosts monthly cash dividend to 38.25 cents per share vs. prior dividend of 37.5 cents; new dividend is payable April 15, 2020 to shareholders of record as of March 31, 2020

The Coca-Cola Company increases dividend

The Board of Directors of The Coca-Cola Company announced a quarterly dividend increase from $ 0.40 to $ 0.41 per share that’s payable April 1, 2020 to holders of record March 16, 2020. This represents a 2.50% increase to the last quarterly dividend.

Since I own 53 shares of KO, this change will increase my 12 month forward dividends by $2.12

Royal Bank of Canada increases dividend

Royal Bank of Canada (NYSE:RY) declared CAD 1.08 per share quarterly dividend. This is a 2.9% increase from prior dividend CAD 1.05. Since I own  26 shares of RY, this change will increase my 12 month forward dividends by CAD $3.12

New purchase : Fortum Oyj

Re-invested upcoming Fortum dividends back into Fortum by adding 6 shares of Fortum at 21.86€ per share. I now hold 118 shares of Fortum

National Health Investors increases dividend

 National Health Investors, Inc. (NYSE:NHI) announced today that it will increase its quarterly dividend by 5.0% to $1.1025 per common share. Dividends are payable on May 8, 2020 to shareholders of record as of March 31, 2020.

This marks the 11^th straight year that NHI has increased its quarterly dividend by 5% or more while maintaining a prudent payout ratio at or below 80% of normalized FFO in each of the last seven years.

New purchase : Telia Company

Added 25 shares of Telia Company (TELIA) at 3.966€ per share. I now hold 550 shares of Telia Company.

TELUS announces two-for-one stock split

TELUS announces two-for-one stock split to shareholders of record on March 13, 2020. This is the first stock split of any company in my portfolio. Since I own 55 shares of Telus now, after March 13 my position in Telus changes to 110 shares.

Huhtamäki Oyj increases dividend

Huhtamäki Oyj (HEL:HUH1V) board proposes dividend of 0.89€ per share for year 2019. This is 6.0% increase over the dividend of 2018.

New purchase : EPR Properties

Added 7 shares of EPR Properties (NYSE:EPR) at $71.39 per share. I now hold 37 shares of EPR

New purchase : Altria Group

Added 7 shares of Altria Group (NYSE:MO) at $46.66 per share. I now hold 53 shares of MO

New purchase : Chatham Lodging Trust

Added 22 shares of Chatham Lodging Trust (NYSE:CLDT) at $17.20 per share. I now hold 162 shares of CLDT

Recent sale : Nokia Oyj

Sold 300 shares of Nokia for 3.955€ per share. Nokia keeps on disappointing on the dividend front. Share price has climbed almost 20% this year already but information on Nokia 5G equipment does not sound to good so I decided to lose some of my Nokia shares now.

Future will show if this was a good move or not. As Nokia is not paying dividends currently, this move has no effect on my 12 month forward dividends. It releases some cash to invest in dividend paying stocks, more on these next week

New purchase : Enbridge Inc.

Added 20 shares of Enbridge Inc. (ENB.TO) at CAD $55.63 per share. I now hold 50 shares of ENB.

Nokia does not pay dividend for 2019

Nokia reported results today and it was not a big suprise that they will not be paying dividends from 2019 results. So no payments coming from Nokia this year. Disappointing, I will need to review my position in Nokia to see whether I should keep holding or do something else with the investment

Sampo decreases dividend

Sampo board proposes dividend of 2.20€ per share, last year dividend was 2.85€ per share so this is a -22.8% deduction. Well, it was not a suprise as they provided this information already last year after extra dividend when Nordea shares were distributed to Sampo share owners

Since I own 31 shares of Sampo, this change will decrease my 12 month forward dividends by -20.15€

New purchase : Stora Enso

Invested upcoming Stora Enso (STERV) dividends back into Stora Enso and added 10 shares of STERV at 11.95€ per share. I now hold 210 shares of STERV

Progress update : January 2020

Progress update for January

Quarterly /(Bi-)Annually	2019	2020	Chg %	Monthly	2019	2020	Chg %
Telus Corporation	19.35	22.14	+14.42%	Realty Income Corp	7.36	7.75	+5.30%
Chimera Investment Corp	42.80	55.53	+29.74%	Main Street Capital	14.69	15.80	+7.56%
Bank of Nova Scotia	16.26	17.92	+10.21%	Prospect Capital Corporation	11.65	11.94	+2.49%
W.P. Carey Inc.	30.89	41.84	+35.45%	Chatham Lodging Trust	13.37	13.93	+4.19%
New Residential Investment Corp	65.78	69.22	+5.21%	LTC Properties	12.45	12.87	+3.37%
Altria Group	20.73	34.69	+67.34%	EPR Properties	7.71	10.07	+30.61%
Iron Mountain	24.85	39.89	+60.52%	AGNC Investment Corp	14.06	13.07	-7.04%
National Health Investors		13.30
Total	301.95	379.96	+25.84%

Status update : January 2020

Dividends received in January :

Quarterly:

•  22.14€ from Telus Corporation (TU)
•  55.53€ from Chimera Investment Corp (CIM)
•  17.92€ from Bank of Nova Scotia (BNS) 
•  41.84€ from W.P. Carey Inc. (WPC) 
•  69.22€ from New Residential Investments Corp (NRZ)
•  39.89€ from Iron Mountain Inc. (IRM)
•  34.69€ from Altria Group (MO)
•  13.30€ from National Health Investors (NHI)

Monthly:

•     7.75€ from Realty Income Corp (0)
•   15.80€ from Main Street Capital Corporation (MAIN)
•   11.94€ from Prospect Capital Corporation (PSEC)  
•   13.93€ from Chatham Lodging Trust (CLDT)
•   12.87€ from LTC Properties (LTC)
•   10.07€ from EPR Properties (EPR)
•   13.07€ from AGNC Investment Corp (AGNC)

This makes it a total of  379.96€ in dividends in January. Last year I received 301.95€ dividends in January. This is a 26% increase in dividends. Huge improvement