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 |
🇨🇦 Enbridge | $250 | $250 |
|
Dec 30 |
🇭🇰 Link REIT | $98 | $196 |
|
Dec 9 |
🇬🇧 Unilever | $99 | $138 |
|
Dec 31 |
🇨🇦 Brookfield Renew. | $75 | $134 |
|
Dec 12 |
🇺🇸 3M | $94 | $127 |
|
Dec 20 |
🇬🇧 Shell | $102 | $125 |
|
Dec 15 |
🇺🇸 Realty Income | $88 | $90 |
|
Dec 31 |
🇺🇸 Kraft-Heinz | $84 | $84 |
|
Dec 7 |
🇺🇸 Johnson & Johnson | $81 | $81 |
|
Dec 7 |
🇺🇸 Pfizer | $59 | $74 |
|
Dec 30 |
🇺🇸 BlackRock |
– |
$72 |
|
Dec 30 |
🇺🇸 Union Pacific | $50 | $55 |
|
Dec 15 |
🇨🇦 Cameco | $26 | $37 |
|
Dec 22 |
🇨🇦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:
The month-by-month accumulated charts look like this:
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 – Calculation
According to my Portfolio Performance, the portfolio management software I have been using for years, my 2022 looks like this.
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 Purchases
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 |
🇩🇪 Hamborner REIT | 1,000 | $8,164 |
|
Dec 7 |
🇩🇪 Vonovia REIT | 125 | $3,057 |
|
Dec 8 |
🇸🇪 Castellum REIT | 500 | $6,662 |
|
Dec 15 |
🇺🇸 Warner Bros | 40 | $401 |
|
Dec 16 |
🇺🇸 Avalon Bay | 3 | $498 |
|
Dec 30 |
🇩🇪 Porsche | 200 | $11,107 |
|
Dec 30 |
🇺🇸 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 owns 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
- 🇸🇪 Castellum, Sweden’s largest REIT
- 🇩🇪 Hamborner REIT, one of Germany’s largest commercial/office REITs, and,
- 🇩🇪 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.
Age when reaching FI: 40 in 2018
Left the rat race: May 2017
Living in: Singapore
Number of kids: 2
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