Thursday, January 8, 2026

Summary of year 2025

 67 companies paying dividends in 2025.

 Sales:
  • First National Finances (FN.TO) was acquired and removed from exchange. Stocks sold 
  • Flowers Foods (FLO) dropped quite a bit, I made a move to sell and buy back later on to get some tax deductions
  • No other sales in DGI portfolio
Dividends:
  • 6 companies cut or decreased dividends during 2025
    • Kesko Oyj (HEL:KESKOB)
    • Arbor Realty Trust (NYSE:ABR)
    • Bayerische Motoren Werke (ETR:BMW)
    • Aspo Oyj (HEL:ASPO)
    • SFL Corporation (NYSE:SFL)
    • Gladstone Capital Corporation (NYSE:GLAD)
  • 40 companies increased dividend during 2025
  • 20 companies kept dividend intact during 2025

Total amount of dividends in 2025 was 10420.31€. This is a 6.4% increase in dividends when compared to previous year.

Summary Q4 / 2025

 During Q4 / 2025 this portfolio collected following dividends

  • Oct:  837.40€       (2024: 1089.29€ 2023: 760.25€ 2022: 729.68€)
  • Nov: 791.26€       (2024: 733.14€ 2023: 656.44€ 2022: 636.59€)
  • Dec: 757.24€       (2024: 914.53€ 2023: 939.86€ 2022: 600.93€)


Total of  2385.90€            (2024: 2736.96€ 2023: 2356.55€ 2022: 1967.20€ )

Quarterly target was 2250€ which was passed





Status update : December 2025

 Dividends received in December

- 23.88 from Canadian Utilities
- 52.16 from Enbridge Inc.
- 49.94 from Fortis Inc
- 22.95 from Coca-Cola 
- 18.41 from Southern Company
- 40.43 from Amgen Inc.
- 21.18 from AGNC Investment
- 7.16 from Emerson Electric
- 28.38 from Realty Income
- 39.60 from Pembina Pipeline
- 16.55 from EPR Properties
- 19.51 from Whitecap Resources
- 69.51 from Main Street
- 38.04 from Flowers Foods
- 13.58 from Kontoor Brands
- 10.37 from Prospect Capital
- 3.84 from VF Corporation
- 22.13 from Dominion Energy
- 12.16 from LTC Properties
- 64.75 from Ares Capital
- 49.69 from T.Rowe_Price_Group 
- 19.21 from Saratoga Investment
- 24.39 from Gladstone Investment_Corp
- 34.37 from SFL Corporation
- 10.78 from Gladstone Commercial_Corp
- 20.51 from Gladstone Capital_Corp

This makes a total of 757.24 in dividends received from 26 companies. Previous year I received 914.53 in December. This is a -17.2% change in dividends



Progress update : December 2025


Quote20222023202420251y chg2y chg3y chg
Canadian Utilities26.8625.7326.0323.88-8.26%-7.19%-11.0%
Enbridge Inc.30.3830.1431.0152.1668.20%73.06%71.69%
Fortis Inc22.5130.2552.7849.94-5.38%65.09%121.8%
Coca-Cola21.9722.2724.4922.95-6.29%3.05%4.46%
Southern Company18.8418.8319.7618.41-6.83%-2.23%-2.28%
Amgen Inc.14.7033.4942.5540.43-4.98%20.72%175.0%
AGNC Investment23.3222.8823.3321.18-9.22%-7.43%-9.18%
Emerson Electric7.407.327.527.16-4.79%-2.19%-3.24%
Stora Enso--21.00-
Realty Income15.8621.7523.3428.3821.59%30.48%78.94%
Pembina Pipeline13.5240.9941.3839.60-4.30%-3.39%192.9%
EPR Properties9.539.2213.5216.5522.41%79.50%73.66%
First_National Financial--23.63-
Whitecap Resources-5.0010.9519.5178.17%290.2%
Main Street28.8844.4160.4269.5115.04%56.52%140.6%
Flowers Foods19.5637.3440.9638.04-7.13%1.87%94.48%
Kontoor Brands13.5613.6815.0113.58-9.53%-0.73%0.15%
Prospect Capital15.2514.8011.6910.37-11.2%-29.9%-32.0%
Kesko Oyj-10.80--
VF Corporation21.604.104.333.84-11.3%-6.34%-82.2%
Dominion Energy24.8823.6924.9822.13-11.4%-6.59%-11.0%
LTC Properties13.3413.0113.8512.16-12.2%-6.53%-8.85%
Ares Capital75.7068.0172.6564.75-10.8%-4.79%-14.4%
T.Rowe_Price_Group-33.4135.6249.6939.50%48.73%
Saratoga Investment-58.6494.4219.21-79.6%-67.2%
Gladstone Investment_Corp49.10268.9227.5024.39-11.3%-90.9%-50.3%
SFL Corporation43.7145.7352.4734.37-34.5%-24.8%-21.3%
Gladstone Commercial_Corp14.9211.4412.1610.78-11.3%-5.77%-27.7%
Gladstone Capital_Corp-24.0187.1820.51-76.4%-14.5%
Total600.93939.86914.53757.24-17.2%-19.4%26.01%

Wednesday, January 7, 2026

New purchase : Kesko Oyj

Added 12 shares of Kesko Oyj (HEL:KESKOB) at 19.44€ per share. I now hold 77 shares of Kesko Oyj