Passive Stock Dividends Report (2022/12)

My Passive Stock Dividends Report for the month of Dec 2022. I received dividends from 15x companies, and invested $30,000 USD in a total of 7 stocks (incl. one new holding).
Passive Stock Dividend Report 2022 12

Contents

Passive Stock Dividends Report – Dec 2022

 

Comparing my passive stock dividends received in Dec 2021 versus Dec 2022, I can see an increase of 416 USD, from 1,080 USD to 1,496 USD, about +29%. The only new position I received dividends from and that I did not own last year, is BlackRock (BLK).

In total, I received dividends from 15 different companies in December 2022 (the below amounts represent net dividends, meaning after the withholding taxes have been deducted already. In other words, the money I actually received in my account):

 

Date

Company

Dec 2021

Dec 2022

Dec 1

πŸ‡¨πŸ‡¦ Enbridge $250 $250

Dec 30

πŸ‡­πŸ‡° Link REIT $98 $196

Dec 9

πŸ‡¬πŸ‡§ Unilever $99 $138

Dec 31

πŸ‡¨πŸ‡¦ Brookfield Renew. $75 $134

Dec 12

πŸ‡ΊπŸ‡Έ 3M $94 $127

Dec 20

πŸ‡¬πŸ‡§ Shell $102 $125

Dec 15

πŸ‡ΊπŸ‡Έ Realty Income $88 $90

Dec 31

πŸ‡ΊπŸ‡Έ Kraft-Heinz $84 $84

Dec 7

πŸ‡ΊπŸ‡Έ Johnson & Johnson $81 $81

Dec 7

πŸ‡ΊπŸ‡Έ Pfizer $59 $74

Dec 30

πŸ‡ΊπŸ‡Έ BlackRock

$72

Dec 30

πŸ‡ΊπŸ‡Έ Union Pacific $50 $55

Dec 15

πŸ‡¨πŸ‡¦ Cameco $26 $37

Dec 22

πŸ‡¨πŸ‡¦Franco Nevada $26 $33
Total $1,080 $1,496

 

 

Passive Stock Dividends – Chart

 

I started building my All-Weather Portfolio in May 2020. Looking at the dividend history since then, my dividends developed like this:

Passive stock dividends - Chart 2

 

The month-by-month accumulated charts look like this:

Passive stock dividends - Chart 1

 

In general, please disregard some number inconsistencies. Those are often from gross and net tax bookings. Sometimes Portfolio Performance uses the gross

dividend amount, sometimes the after-tax ‘net income’.

All three years, 2020, 2021, and 2023, with all dividend payments in one table:

 

Passive stock dividends - Table

 

 

Passive Stock Dividends – Calculation

 

According to my Portfolio Performance, the portfolio management software I have been using for years, my 2022 looks like this.

 

Performance Calculation 2022

 

 

Review Of My Stock Dividends

 

The year 2022 was pretty bad, capital gains-wise (with -83,916 USD).

But compared to the MSCI World (-19,27%), I actually did quite okay (-9,71%).

 

 

 

 

 

Stock PurchasesΒ 

 

I was quite active in December and made multiple stock purchases. In total, I invested more than $30,000 USD in December:

Date Security Shares Invested

Dec 5

πŸ‡©πŸ‡ͺ Hamborner REIT 1,000 $8,164

Dec 7

πŸ‡©πŸ‡ͺ Vonovia REIT 125 $3,057

Dec 8

πŸ‡ΈπŸ‡ͺ Castellum REIT 500 $6,662

Dec 15

πŸ‡ΊπŸ‡Έ Warner Bros 40 $401

Dec 16

πŸ‡ΊπŸ‡Έ Avalon Bay 3 $498

Dec 30

πŸ‡©πŸ‡ͺ Porsche 200 $11,107

Dec 30

πŸ‡ΊπŸ‡Έ Realty Income 4 $255

Total

$30,145

 

After I purchased shares of BMW last month in November, I now purchased my second car stock, Porsche.

I bought shares of the holding company Porsche Automobil Holding SE (POAHF), which ownsΒ 53% of the ordinary shares of the entire Volkswagen AG, as well as 25 percent plus one share of the ordinary shares in the recently IPO’ed Porsche AG.

Further, I bought more shares in

  • πŸ‡ΈπŸ‡ͺ Castellum, Sweden’s largest REIT
  • πŸ‡©πŸ‡ͺ Hamborner REIT, one of Germany’s largest commercial/office REITs, and,
  • πŸ‡©πŸ‡ͺ Vonovia, Europe’s largest residential property owner.

I believe Europe will get through this tough time, and I see these beaten-down European REIT prices as good buying opportunities.

I also keep buying shares of Warner Bros, a stock I believe in.

 

My strategy for 2023 is to keep on re-investing paid-out dividends to my core holdings, and maybe add one or two more shares from companies in sectors I feel I am still underinvested in.

The above dividend income from my All-Weather Portfolio is about 20% of the total passive income I generated in December.

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

 

 

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

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πŸ§‘πŸ»β€πŸŒΎ Age when reaching FI: 40 in 2018
😰 Left the rat race: May 2017
🏠 Living in: Singapore
πŸ‘¨β€πŸ‘¨β€πŸ‘§β€πŸ‘¦ Number of kids: 2
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