3rd week of April

Yet another week is over. Due to easter holidays some of the dividends paid last week arrived this week. We only made one puchase this week. We increased our position in Sampo by 6 shares @48,1266 €. This puchase will increase our 2022 dividends by 24,6 €. 

We received following dividends:

• 5,11 € from Apple Hospitality Reit
• 0,94 € from Orion Office Reit
• 4,56 € from KeurigDrPepper
• 24,28 € from Realty Income 
• 38,59 € from Cardinal Health
• 44,24 € from Aktia
• 46,23 € from Leggett & Platt
• 272,40 € from Taaleri
• 3,24 € from Kesko

We received totally 439,59 € in dividends this week. At this moment our accumulated dividend income in April is 1730,14 €. This is our best monthly dividend income ever and there are still a few companies paying us dividends this month. For our yearly target pace we have now reached the point where we should be at the end of May. 

2nd Week of April

The second week of April is over. Several dividends will arrive next week's tuesday due the easter holidays. We received dividends from seven companies this week:

• 27,85 € from Transcontinental 
• 22,49 € from Whitestone Reit
• 41,17 € from Telia
• 41,22 € from Algonquin Power & Utilities
• 49,78 € from Spirit Realty Capital
• 16,82 € from Exchange Income
• 8,68 € from Main Street Capital 

Total amount of dividends was 208,01 €. A pretty decent amount. 

We reinvested some of the dividends back to work and bought 10 shares of Capman @2,495 €. 

In April we have received 1290,55 € dividends so far, which makes this month our second best month ever. We might even reach the best month ever before the month is over. The best month was last year's October with 1466,21 € dividends. 

First full week of April 2022

First full week of April is over. This week we received dividends only from handful of companies but amount of dividends was substantial. All dividends received this week were reinvested by friday. 

We received following dividends

• 884,81 € from Nordea.
• 14,52 € from Main Street Capital
• 90,06 € from Fortum
• 12,17 € from Kemira
• 33,68 € from Iron Mountain 

Total amount of dividends was 1035,24 € so we reached our monthly target already. Also we reached the cumulative target, so we are now ahead of our target pace, and month has just started. Dividends were reinvested as follows:

• 29 shares of Sampo @45,68207 €
• 15 shares of Capman @2,52867 €
• 12 shares of Kesko @23,0875 €
• 10 shares of Kemira @11,979 €

These purchases will increase our 2022 dividends by 122,86 €. 

End of the first quarter 2022

The first quarter is over and it is time to make summary of the portfolio. Our portfolio grew well even  first quarter in market was bearish in general. In our portfolio only the investment funds trailed a bit behind. Our net portfolio grew by 17005,40 € over first quarter and we do have good reserve of cash.

Investment portfolio

Asset class	1st Apr 21	1st Jul 21	1st Oct 21	31st Dec 21	31st Mar 22
Cash	494,25 €	1 519,58 €	3 079,84 €	6 396,97 €	7 107,92 €
Investment funds	10 331,28 €	9 828,76 €	9 829,82 €	9 834,18 €	9 831,25 €
Coop memberships	1 500 €	1 500 €	1 500 €	1 500 €	1 500 €
Shares	186 531,00€	197 263,20 €	211 134,20 €	227 828,13 €	241 359,58 €
Gross investment portfolio	198 856,53 €	210 111,54 €	225 543,86 €	245 559,28 €	259 799,02 €
Investment loan	21 015,97 €	20 010,80 €	18 489,23 €	16 990,76 €	14 225,10 €
Net investment portfolio	177 840,56 €	190 100,74 €	207 054,63 €	228 568,52 €	245 573,92 €

On last week of March we received quite lot of dividends. 

• 2,96 € from Main Street Capital
• 0,28 € from Gladstone Commercial Reit
• 0,56 € from Gladstone Investment Corporation BDC
  
• 14,42 € from LTC Properties
  
• 2 shares of Saratoga Investment worth 46,75 €
  
• 0,28 € as a remainder from Saratoga DRIP
  
• 6,19 € from Methanex
• 9,83 € from A&W Revenue Royalties 
• 14,33 € from Transalta Renewables 
• 21,22 € from Gilead Sciences
• 27,53 € from Brookfield Infrastructure
• 35,01 € from AGL Energy
• 8,38 € from Cohen & Steers Infrastructure
• 15,50 € from Pepsico
• 20,00 € from Citycon
• 46,75 € from Simon Property Group
  
• 5,47 € from Genuine Parts (April)
• 22,57 € from Coca-Cola
• 18,85 € from Telus 

This week's dividends were 339,45 €. Total dividends in March were 930,97 €, which surpasses the monthly target pace. We expect to meet our 2022 target at end of the Q3.