Welcome to a brand new report of my Dividend Diary on the TEV Weblog. Right here, I report the event of a money flow-oriented funding method that focuses on producing a passive revenue by dividends. Towards this background, the aim is to not outperform the market however to place meals on the desk by a daily revenue through dividends.
With the Dividend Diary, I doc how a cash-flow funding method will be a part of well-balanced wealth administration. To maintain issues easy, I’ve constructed three pillars:
- Energetic revenue.
- Passive revenue.
- Conversion.
Dividends fall into the final two classes. They’re passive as a result of they supply a money movement with out me going to work. Moreover, they’re a necessary pillar for conversion since they are often reinvested to generate much more revenue sooner or later. That’s the Concept. Now let’s get all the way down to observe.
My month-to-month revenue with dividends in March:
This month, my cash-flow method generated the next revenue by dividends:
- Pfizer (42.16 EUR)
- Johnson & Johnson (18.62 EUR)
- USA Financials ETF (69.50 EUR)
- IBM (33.67 EUR)
- Snap-on (38.34 EUR)
- 3M (31.50 EUR)
- Realty Earnings (19.72 EUR)
- Most important Avenue Capital (19.92 EUR)
- Cboe International Markets (4.39 EUR)
- Stanley Black & Decker (11.39 EUR)
- Qualcomm (31.98 EUR)
- Novo Nordisk (27.57 EUR)
- Unilever (47.81 EUR)
- Meta Platforms (1.96 EUR)
- Imperial Manufacturers (15.07 EUR)
- FTSE Japan USD ETF (5.12 EUR)
- Reserving Holdings (1.81 EUR)
- Rising Markets ETF (5.67 EUR)
- Broadcom (28.71 EUR)
- Additional Area Storage (14.83 EUR).
The overall month-to-month revenue with dividends in March (after taxes) was: € 469.74 / appr. $ 506
Dividend revenue report verify
In comparison with final 12 months, the efficiency was nice (+ 46 % YoY). General, the event appears like this:
Shares I bought in March
As a consequence of their lack of enterprise efficiency and dividend will increase, I bought all of my shares in Henkel. That is a part of my present technique adjustment, the place I’m attempting to streamline my portfolio a bit. You may learn extra in regards to the causes behind it on this article about my funding errors and the learnings I gained. I’ve allotted the freed-up capital to the present financial savings plans listed under.
Inventory purchases in March
I purchased extra shares of nice firms through my already current automated funding plans:
- AbbVie
- Amdocs
- Alexandria Actual Property REIT
- Automated Knowledge Processing
- Bristol-Myers Squibb
- Cboe International Markets
- CVS Well being
- Diageo
- Additional Area Storage
- Rising Markets ETF
- Generals Mills
- Japan ETF
- Kontron
- Mensch & Maschine
- PepsiCo.
- Realty Earnings
- Snap-on
- Qualcomm
- Williams-Sonoma
Pfizer(paused in February)Cisco Methods(paused in January)Common Dynamics(paused in January)IBM(paused in January)Henkel(paused in November)Mayr-Melnhof Karton(paused in December)Siemens(paused in December)Stemmer Imaging(paused in January)USU Software program(paused in January)Unilever(paused in November)Valmet(paused in December).
