Saturday, February 19, 2022

Second and third week of February 2022

We did not have time to update the blog last weekend so here round up 2 week's worth of events. Quite a lot happened in last two weeks. There were several dividend increases and dividend annoucements. 

Sampo's Board of Directors suggested 4,10 € dividend to AGM. This was a lot more than we expected. We expected 1,7 €. This dividend increase will mean approximately 700 € more dividends in 2022 than we estimated. 

Taaleri's Board of Directors suggested 1,2 € dividend to AGM. We did not have any expectations set for Taaleri so this will mean 272,40 € more dividends in 2022 than we expected. 

Aktia's Board of Directors dividend suggestion to AGM is 0,56 €. We expected to receive 0,43 € per share. This increase will have 10,27 € positive impact to our dividends in 2022. 

NN group increased dividend by 7% from 1,47 to 1,56. This means 4,21 € more dividends in 2022. 

Pepsico annouced dividend increase by 7%. This will increase our 2022 dividend approximately by 2 €

Genuine Parts announced 9,8% dividend hike. This will increase our 2022 dividends approximately by 1,40 €. 

Coca-Cola annouced dividend increase by 4,8%. This will increase our 2022 dividends approximately by 4 €.

In total the dividend hikes will increase our 2022 passive income by whopping 994,28 €. 

We received following dividends:

  • 19,33 € from Whitestone Reit
  • 37,88 € from Abbvie
  • 16,55 € from British American Tobacco
  • 0,89 € from Gladstone Investment Corp BDC
  • 8,32 € from Main Street Capital
  • 15,89 € from Exchange Income
  • 5,04 € from unknown source, last year's tax corrections. 
  • 22,99 € from Realty Income 
  • 50,00 € from Omega Healthcare Investors 
  • 0,80 € from Vodafone
  • 29 shares from Vodafone DRIP, worth 46,69 €
  • 1,49 € from Diversified Healthcare Trust

Total amount of dividends received was 225,87 €. The amount was very nice. As we have closed some positions which paid dividends in February we will not reach last year's February dividends.



Sunday, February 6, 2022

First week of February 2022

Quite a lot happened this week because the month changed. We received last dividends of January on monday, paid investment loan installments and received first dividends for February. We made some purchases and there were some dividend suprises. 

First let's look at our loan installments. We paid back 495 € principal and 16,50 € fees and interests.

Full year earnings have started to come public. Kone announced it's results and and board made dividend suggestion for AGM. The dividend suggestion is a little less than which we received last year. Kone will pay 1,75 € dividends per share, which is 0,5 € less than we expected. This reduces our 2022 dividend income by 35 €. Nordea announced full year earnings and suggested 0,69 € dividend for AGM which is more than we expected. We expected 0,45 € dividends from Nordea. The suggested dividend means that we will receive 307,76 € more than we projected. 

This week we bought:

  • 40 shares of A&W Revenue Royalties IN-UTS @38,3875 CAD. Purchase will increase our 2022 dividend income approximately by 38,26 €
  • 5 shares of Sampo @44,68240 increasing our 2022 dividend income by 6,33 €. 

In total the change of dividend income of 2022 this week was +317,35 €. 

This week we received following dividends:

  • 14,42 € from LTC Properties (Jan)
  • 5,88 € from A&W Revenue Royalties IN-UTS (Jan)
  • 8,17 € from Cohen & Steers Infrastructure Fund (Jan)
  • 13,93 € from Transalta Renewables (Jan)
  • 0,28 € from Gladstone Commercial REIT (Jan)
  • 0,56 € from Gladstone Investment Corporation BDC (Jan)
  • 48,26 € from Verizon Communications (Feb)

Also Vodafone paid its dividend but we are participating to DRIP so it will be sorted out later. 

This week's dividend income was 91,5 €, which is pretty decent for this time of year. This means that our final January 2022 passive income was 552,55 € and February dividend amount is now 48,26 €. 

We fell behind of the target pace as expected, but we were able to increase our January dividend income by 28,8% from last year. February will be bad month for us. We will not reach the last year's level in dividends.