Monthly update – January 2020

Winter, New year, new stocks!

I have buying a lot of stocks this month. The markets are crazy and keeps going up up up. Anyway I believe there are some stocks with value out there.

But before I show you all of my new positions, let’s look at this months dividends:

This months dividends added up to a total of DKK 102,37 (15,74 $)

The dividends was paid from a total of 13 companies:

Albemarle4,21
Kimberly5,89
Pepsico5,48
Franklin7,73
AGNC7,33
STAG3,43
Main3,56
Cincinatti6,38
Clas Ohlson26,24
iShares Euro Bond13,08
LTC Properties4,4
Harvest Capital7,39
Gladstone7,25

As always, the numbers are in DKK – for Euro divide by 7,5 and US dollars divide by 6,5

Clas Ohlson made a semi-annual payment and was this months biggest contributor.

Since I started my dividend portfolio, I have received a total of DKK 1317,45 kr. / 202 $

I have a minimum buying amount at my broker of 100 $ – this means I could have initiated two new positions from dividends alone! That is an example of dividends compounding!

From this month and forward I will also add income from my P2P lending. I have invested a total of DKK 40.000 / 6153 $

In January I received DKK 151 / 24 $

The payments will be a bit higher in coming months because I just started investing and the loans will start to be paid back in the coming period.

Stock buys

As mentioned, I really upped my stock purchasing game, and will continue for the coming months.

I bought 34 new stocks in January and added to some of the positions:

Stockno. of shares
SPDR S&P Us Div Aristocrats Ucits ETF7
Rockwool International A A/S1
Chr. Hansen Holding A/S2
Unilever NV2
Haulotte Group20
Pernod-Ricard1
ISS A/S7
Schouw & Co. A/S2
Vanguard FTSE All-World High Dividend Yield UCITS4
SPDR S&P Us Div Aristocrats Ucits ETF3
Ford Motor Co.12
Procter & Gamble Co.1
The Kraft Heinz Co.4
Ventas Inc.2
Federal Realty Investment Trust1
Colgate Palmolive2
Sagax AB ser. D28
Telefonica SA17
Continental AG1
Michelin1
Pirelli & C21
The Goodyear Tire & Rubber Co.15
Anheuser Busch InBev2
Vanguard FTSE All-World UCITS ETF2
Tenneco Inc.13
AT&T Inc.4
Vanguard FTSE All-World UCITS ETF2
Vanguard FTSE All-World High Dividend Yield UCITS2
Daimler AG3
Pirelli & C22
Nokian Tyres Plc5
Porsche Automobil Holding SE2
Michelin1
BASF N2
Continental AG1
Raute Oyj A4
International Business Machines Co.1
JPMorgan Chase & Co.1
Wells Fargo & Co.3
AllianceBernstein Holding LP3
Movado Group Inc.6
Owens Corning2
General Mills2
VEREIT Inc.12
Altria Group, Inc.2

I will write a bit more about the strategy behind these new buys in a coming post.