Monthly Financial Report | 7x payouts & 19k invested

My Monthly Financial Report for Feb 2023. I received $1.4k in dividends from seven stocks, and invested 19k USD into 5 stocks.
Monthly Financial Report Feb 2023

Contents

Monthly Financial Report (2023/02)

 

The month of February was a regular month for me.  

I received 158 USD in the form of my first dividend from Ecora Resources, a UK-based, non-precious metals-focused royalty company.  Ecora specializes in helping operators mine commodities, supporting a sustainable future. I am super bullish on this company and am happy to receive a first dividend. 

Here are all the dividends I received this month:

 

Date

Dividends

Shares

Received

2023-02-14

🇩🇪 Siemens*

165

$745

2023-02-15

🇺🇸 AbbVie

130

$164

2023-02-16

🇬🇧 Ecora Resources

7,500

$158

2023-02-01

🇺🇸 AT&T

600

$142

2023-02-16

🇺🇸 PG

125

$103

2023-02-15

🇺🇸 Realty

429

$91

2023-02-08

🇺🇸 Deere

18

$18

     

$1,420

The amounts are ‘after-tax’ (withholding tax has been deducted)

 

The 745 USD Siemens dividend is my largest ever payout. Previously the highest dividend was BHP, paid in Sep 2022, you can check out my monthly stock dividends report from back then.

Last year’s monthly financial report, of Feb 2022, saw total dividends received of 1,338 USD. So this year is 82 USD higher.

Last year Warner Bros was still part of AT&T, therefore, the dividend back then was about twice as large as it is now.

 

February Monthly Financial Report Chart

 

I started dividend stock investing in May 2020. This year will be my first year in which I can compare three full years.

March, May, September, and December are the months in which I receive the highest dividend payments. This graph is taken from Portfolio-Performance.info, a free/open-source app I use to track all my transactions. 

 

Monthly Financial Report 2023 Feb Divvies

 

Below shows the same but taken from another Parqet.com, which I like and use (in German). I use the free version for about 2.5 years now.

Dividends received in Monthly Financial Report 

 

 

Dividend Stock Purchases

In terms of purchases this month:  I invested a total of 19,000 USD into five dividend stocks:

 

Date

Purchases

Shares

Amount

2023-02-13

🇬🇧 Reckitt

50

$3,488

2023-02-24

🇺🇸 3M

25

$2,676

2023-02-22

🇺🇸 Fresenius

150

$4,409

2023-02-21

🇺🇸 Union Pacific

25

$4,986

2023-02-17

🇺🇸 BlackRock

5

$3,550

     

$19,109

 

All are existing holdings and long-term holds of mine. My All-Weather Portfolio currently sits at a total value of 750,000 USD.

The below chart shows the invested capital (blue) compared to the current value (gray).

 

Stock Dividends in Monthly Financial Report

 

For the last nine months or so, the actual value was lower than the invested capital. Just at the beginning of this year, I was back in the green, and now it again dipped below.

 

WiseStacker Seeking Alpha Special

 

Short-Term Trading Account Income 

 

In February I did relatively well with short-term stock trading, here are my trades:

 

Short-Term Stock Trading Account

 

I realized gains of 6,810 USD, less 475 in trading fees, that’s a profit of 6,344 USD. With my trading account, I try to generate extra cash flow via the short-term buying and selling of stocks.

 

Other Passive Income

 

My total income for the month is 18,553 USD, divided up into

  • Dividends from Companies
  • Stock Dividends from All-Weather Portfolio
  • Income via HSBC Cash Deposits
  • Trading Gains 
  • Income Rental Property (GER)
  • Staking Rewards & DeFi
  • Income from solar panels

If you like to see the full breakdown, please click here.

 

📘 Read Also

 

 

Community FAQs

 

What tools to use to create monthly financial reports?

I keep it very simple. I use the free/open-source Portfolio-Performance.info app to track all my transactions. It calculates everything, from the dividend yield to my IRR, ROI, and so on. I use Gurufocus.com and SeekingAlpha.com to analyze the stocks I like to buy. And I use Parqet.com and DivvyDiary.com to keep track of my dividends.

What is the biggest dividend payment you received?

My biggest one so far was this month from Siemens, 745 USD. Prior to that, it was BHP’s 742 USD dividend in September 2022.

What are your favorite dividend stocks?

I get this asked a lot, that’s why I created a post called “10 Dividend Stocks You Can Buy & Hold Forever”, check it out here.

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About Me

Hi there, I’m Noah, an avid DIY investor on a quest for wealth & wisdom. I’m sharing my portfolio, trades & dividend income so you can learn from my missteps! Sign up for my 100% free newsletter to get updates.

Freedom Stats

🧑🏻‍🌾 Age when reaching FI: 40 in 2018
😰 Left the rat race: May 2017
🏠 Living in: Singapore
👨‍👨‍👧‍👦 Number of kids: 2
💵 Net Worth: $6.5 Mio US
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Dividend Income (2023): $25k
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