Showing posts with label Summary. Show all posts
Showing posts with label Summary. Show all posts

Tuesday, June 2, 2026

Summary of Q1 / 2026

 During Q1 / 2026 this portfolio collected following dividends

  • Jan:    801.44€     (2025: 774.48€ 2024: 667.02€ 2023: 670.22€)
  • Feb:    737.63€     (2025: 670.04€ 2024: 566.80€ 2023: 444.15€ )
  • Mar:   866.60€    (2025: 1219.87€ 2024: 744.01€ 2023: 790.81€)

Total of  2405.67€       (2025: 2664.42€ 2024: 1977.83€ 2023: 1905.18€)

Quarterly target was 2400€ which was achieved (barely)

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





Thursday, October 2, 2025

Summary Q3 / 2025

 During Q3 / 2025 this portfolio collected following dividends

  • Jul:   753.88€       (2024: 718.48€ 2023: 631.29€ 2022: 670.27€ )
  • Aug: 733.13€       (2024: 673.31€ 2023: 543.88€ 2022: 536.10€)
  • Sep:  779.46€       (2024: 731.61€ 2023: 740.81€ 2022: 604.96€)


Total of  2266.47€           (2024: 2123.40€ 2023: 1915.98€ 2022: 1811.33€ )

Quarterly target was 2250€ which was barely reached. Declining USD/EUR rate and few surprise dividend cuts had an effect.



Summary Q2 / 2025

 During Q2 / 2025 this portfolio collected following dividends

  • Apr: 1061.13€   (2024: 1273.55€ 2023: 1039.11€ 2022: 1122.68€)
  • May: 1072.07€   (2024: 807.81€ 2023: 633.53€ 2022: 694.35€
  • Jun:   970.32€   (2024: 871.32€ 2023: 643.47€ 2022: 514.35€)


Total of  3103.52€  (2024: 2952.68€ 2023: 2304.86€ 2022: 2331.38€ 2021: 1417.84€)

Quarterly target was 2250€ which was easily achived with a big gap.


 

Summary Q1 / 2025

 During Q1 / 2025 this portfolio collected following dividends

  • Jan:    774.48€     (2024: 667.02€ 2023: 670.22€ 2022: 552.45€ )
  • Feb:    670.04€     (2024: 566.80€ 2023: 444.15€ 2022: 467.06€ )
  • Mar: 1219.87€    (2024: 744.01€ 2023: 790.81€ 2022: 576.42€ )

Total of  2664.42€       (2024: 1977.83€ 2023: 1905.18€ 2022: 1595.93€ )

Quarterly target was 2250€ which was easily achieved

Friday, January 10, 2025

Summary of year 2024

 64 companies paying dividends in 2024.

 Sales:
  • Panostaja Oyj (PNA1V.HE) did not pay dividends this year so I decided to sell my position
  • Medifast Inc (NYSE:MED) stopped paying dividends and I stopped owning this stock
  • Telecom Argentina (NYSE:TEO) from pelisalkku was sold off 
  • Algonquin Power and Utils (TSE:AQN) cut dividends again and I decided to get rid of this one to get some tax deductions
Dividends:
  • 7 companies cut dividends during 2024
    • Algonquin Power and Utilities Corp (AQN.TO)
    • Medifast Inc (NYSE:MED) stopped dividends completely
    • CapMan Oyj (HEL:CAPMAN)
    • Stora Enso Oyj (HEL:STERV1) big dividend cut
    • Kesko Oyj (HEL:KESKOB)
    • Sampo Oyj (HEL:SAMPO)
    • Prospect Capital (NYSE:PSEC)
  • 38 companies increased dividend during the year
    • 52 different dividend increases reported
  • 21 companies did not make changes to dividend during the year

Total amount of dividends in 2024 was 9790.87€. This is a 15.27% increase in dividends when compared to previous year.

Summary Q4 / 2024

 During Q4 / 2024 this portfolio collected following dividends

  • Oct:  1089.29€       (2023: 760.25€ 2022: 729.68€ 2021: 761.43€ )
  • Nov:   733.14€       (2023: 656.44€ 2022: 636.59€ 2021: 522.36€ )
  • Dec:   914.53€       (2023: 939.86€ 2022: 600.93€ 2021: 446.03€ )


Total of  2736.96€            (2023: 2356.55€ 2022: 1967.20€ 2021: 1729.82€ )

Quarterly target was 2100€ which was clearly passed





Friday, December 27, 2024

Summary Q3 / 2024

 During Q3 / 2024 this portfolio collected following dividends

  • Jul:   718.48€       (2023: 631.29€ 2022: 670.27€ 2021: 417.41€)
  • Aug: 673.31€       (2023: 543.88€ 2022: 536.10€ 2021: 401.32€)
  • Sep:  731.61€       (2023: 740.81€ 2022: 604.96€ 2021: 380.81€)


Total of  2123.40€           (2023: 1915.98€ 2022: 1811.33€ 2021: 1199.54€ )

Quarterly target was 1950€ which was achived



Summary : Q2 / 2024

 During Q2 / 2024 this portfolio collected following dividends

  • Apr: 1273.55€   (2023: 1039.11€ 2022: 1122.68€ 2021: 491.42€)
  • May:  807.81€   (2023: 633.53€ 2022: 694.35€ 2021: 600.54€
  • Jun:   871.32€   (2023: 643.47€ 2022: 514.35€ 2021: 325.88€)


Total of  2952.68€  (2023: 2304.86€ 2022: 2331.38€ 2021: 1417.84€)

Quarterly target was 1950€ which was clearly achieved


 

Tuesday, April 2, 2024

Summary Q1 / 2024

 During Q1 / 2024 this portfolio collected following dividends

  • Jan: 667.02€     (2023: 670.22€ 2022: 552.45€ 2021: 342.41€ )
  • Feb: 566.80€     (2023: 444.15€ 2022: 467.06€ 2021: 274.73€ )
  • Mar: 744.01€    (2023: 790.81€ 2022: 576.42€ 2021: 442.21€ )

Total of  1977.83€       (2023: 1905.18€ 2022: 1595.93€ 2021: 1059.35€ )

Quarterly target was 2100€ which was no met. Surprises appeared which affected reaching the target.



Wednesday, January 3, 2024

Summary of Year 2023

61 companies paying dividends in 2023.

 Sales:
  • Triton International (TRTN) was bought and delisted. This was my most succesful investment so far with almost 400% profit
  • Orchid Island (ORC) started another dividend cut round so I sold all my shares for good.
  • Warner Bros Discovery (WBD) was sold away as I needed some tax deductions for TRTN profits.
  • I did sell & purchase back few days later round with Chimera Investment Corp (CIM) and VF Corp (VFC) in order to get more tax deductions for TRTN profits.
Dividends:
  • 9 companies cut dividends during 2023
    • Annaly Capital Management (NLY)
    • Gladstone Commercial Corporation (GOOD)
    • Fortum Oyj (FORTUM.HE)
    • Telia Company (TELIA.ST)
    • Algonquin Power and Utilities Corp (AQN.TO)
    • VF Corporation (VFC) - cut twice!
    • Sanoma Oyj (SANOMA.HE)
    • Chimera Investment Corporation (CIM)
    • W. P. Carey Inc. (WCP)
  • 39 companies increased dividend during the year
    • 53 different dividend increases reported
  • 12 companies did not make changes to dividend during the year

Total amount of dividends in 2023 was 8493.82€. This is a 10.26% increase in dividends when compared to previous year.


Summary Q4 / 2023

  During Q4 / 2023 this portfolio collected following dividends

  • Oct:  760.25€       (2022: 729.68€ 2021: 761.43€  2020: 359.44€ )
  • Nov: 656.44€       (2022: 636.59€ 2021: 522.36€  2020: 337.37€ )
  • Dec:  939.86€       (2022: 600.93€ 2021: 446.03€  2020: 361.57€ )


Total of 2356.55€            (2022: 1967.20€ 2021: 1729.82€  2020: 1058.38€ )

Quarterly target was 1800€ which was clearly passed



Monday, October 23, 2023

Summary Q3 / 2023

 During Q3 / 2023 this portfolio collected following dividends

  • Jul:   631.29€       (2022: 670.27€ 2021: 417.41€  2020: 298.04€)
  • Aug: 543.88€       (2022: 536.10€ 2021: 401.32€  2020: 309.86€)
  • Sep:  740.81€       (2022: 604.96€ 2021: 380.81€  2020: 299.60€)

Total of  1915.98€           (2022: 1811.33€ 2021: 1199.54€  2020: 907.50€  2019: 1042.90€)

Quarterly target was 1800€ which was passed fine.

Tuesday, August 8, 2023

Summary Q2 / 2023

 During Q2 / 2023 this portfolio collected following dividends

  • Apr: 1039.11€   (2022: 1122.68€ 2021: 491.42€  2020: 404.23€)
  • May:  633.53€   (2022: 694.35€ 2021: 600.54€  2020: 447.62€
  • Jun:   643.47€   (2022: 514.35€ 2021: 325.88€  2020: 398.54€)


Total of  2304.86€  (2022: 2331.38€ 2021: 1417.84€  2020: 1244.39€)

Quarterly target was 1800€ which was clearly passed


 

Tuesday, April 4, 2023

Summary : Q1 / 2023

  During Q1 / 2023 this portfolio collected following dividends

  • Jan: 670.21€     (2022: 552.45€ 2021: 342.41€  2020: 379.96€) 
  • Feb: 444.16€     (2022: 467.06€ 2021: 274.73€  2020: 386.82€)
  • Mar: 790.81€    (2022: 576.42€ 2021: 442.21€  2020: 350.01€)

Total of  1905.18€       (2022: 1595.93€ 2021: 1059.35€  2020: 1116.79€)

Quarterly target was 1800€ which was achieved. Great work.


 

Wednesday, January 4, 2023

Summary of Year 2022

 60 companies paying dividends in 2022.

 Sales:
  • Sold out 5 companies during 2022
    • Sold Alliance Resource Partners L.P
    • Sold Enterprise Product Partners L.P.
    • Sold Crestwood Equity Partners L.P
    • Sold Lazard Ltd
      • All above sales were due to U.S. Legilation change for Limited Partnerships
    • Sold Store Capital Corporation as it was acquired by another company and to be delisted from stock market.
Dividends:
  • 3 companies cut dividends during 2022
    • Chimera Investment Corporation
    • AT&T spinned out Warner Bros Discovery and cut dividend at the same time
    • Orchid Island Capital Corporation made 3 cuts and reverse split
  • 40 companies increased dividend during the year
    • 47 different dividend increases reported
  • 13 companies did not make changes to dividend during the year

Total amount of dividends in 2022 was 7705.94€. This is a 42.53% increase in dividends when compared to previous year.



Summary : Q4 / 2022

 During Q4 / 2022 this portfolio collected following dividends

  • Oct:  729.68€       (2021: 761.43€  2020: 359.44€  2019: 422.32€ )
  • Nov:  636.59€       (2021: 522.36€  2020: 337.37€  2019: 344.71€)
  • Dec:  600.93€       (2021: 446.03€  2020: 361.57€  2019: 350.06€)


Total of 1967.20€            (2021: 1729.82€  2020: 1058.38€  2019: 1117.09€)

Quarterly target was 1350€ which was passed with huge margin.


 

Tuesday, December 27, 2022

Summary : Q3 / 2022


During Q3 / 2022 this portfolio collected following dividends

  • Jul:   670.27€       (2021: 417.41€  2020: 298.04€  2019: 354.06€)
  • Aug: 536.10€       (2021: 401.32€  2020: 309.86€  2019: 376.68€)
  • Sep:  604.96€       (2021: 380.81€  2020: 299.60€  2019: 312.16€)

Total of  1811.33€           (2021:  1199.54€  2020: 907.50€  2019: 1042.90€)

Quarterly target was 1350€ which was passed with huge margin.

Tuesday, August 9, 2022

Summary : Q2 / 2022


During Q2 / 2022 this portfolio collected following dividends

  • Apr: 1122.68€   (2021: 491.42€  2020: 404.23€  2019: 830.13€)
  • May:  694.35€   (2021: 600.54€  2020: 447.62€  2019: 317.21€
  • Jun:   514.35€   (2021: 325.88€  2020: 398.54€  2019: 330.58€)


Total of  2331.38€  (2021: 1417.84€  2020: 1244.39€  2019: 1477.92€)

Quarterly target was 1350€ which was clearly passed. April was the first ever over 1k€ dividend achivement.