Monday, 2 May 2022

Summary of April 2022

 

Summary of April 2022

Plenty has happened since my last report which is also part of the reason why I missed one in March. Russia took the wrong decision and invaded Ukraine and are learning the hard way how difficult it is to invade a democratic country in the world and I hope that China will realise in other areas of the world that they need to take a step back.

Received some very nice dividends from Rio Tinto and Skanska.

I've managed to travel to Australia to surprise my brother on his 50ths birthday and then back home to Sweden for Easter holiday. My brother was very pleased to see my in Australia but my gosh, is it a loooong trip to make for only 5 effective days in Australia. Prices have also gone up by 2 to 3x since I last went there in February 2020. It was well worth it and I was the only one that could make the journey so I did.

My current boss have decided to step down from the company which means I will get a new boss! This is very exciting for me while plenty of people in the company are scared about the transition and change but I am not. I'm loving it! We all have our benefits and faults and I'm looking forward to experiencing those of my new boss in the near future. This will either accelerate or decelerate my departure from the company. I hope it will be a female since in my opinion they are better bosses in todays environment and more of them are needed to break up the "old dog" structures.

Work have also started on our summer house in Sweden and in the coming months we can look forward to have yet another house on the property which we can either rent out or use when plenty of us are there. It is very good progress and I'm very pleased!

For the previous summary please visit Summary of February 2022 and here you can see my stock portfolio as it is.


The total invested value is now at: 289,980 . Monthly investments made in ETF Mix, ETF EU, Yum, Restaurant Brands, Netflix, EasyJet and I divested Shell.


The value of the portfolio is today: 393,422 € and I have 6,269 € in cash on my broker accounts. I have realised gains of 5,538 € and unrealised of 103,442 € (26%) which is not good enough but it is improving. My ETFs are now up at a value of 62% of my portfolio.


DAX is now up at 14,098 points which means that it has increased by 7.7% since the previous summary and my own portfolio has only increased by 2.1% in the same time period.

Conclusion: DAX have had a strong wind in its back while I pushed in some serious amount of money. This usually creates a setback especially when I'm trying to capture falling knives such as Netflix. I do however still believe that in the long run it will all be good. I've been flying plenty with EasyJet lately and the flights are full so hopefully also the earnings will start to reflect this.

Sunday, 1 May 2022

Stocks bought/sold during March/April 2022

 


Due to the that Shell was even considering to buy oil from Russia during the ongoing war in Ukraine I decided to directly sell them off. I will also admit that I reacted in haste but when it comes to, to me, morally wrong things then I prefer to push the sell button too early than too late. I therefore sold my 270 shares in shell for a total value of 6,210.41€. During the 16 months holding period I have received dividends in the size of 274.40€ on the investment of 3,039.41€ meaning I had a profit of 113%.

I bought an additional 190 parts in ETF EU for 6,250.72€ which is now up at a total 355 parts with 12,301€ invested.

Due to that my stock ISA had been filled I've been holding on to a larger quantity of cash that I could now in the start of the UK tax year push into the Stock ISA for this money I therefore bought:

400 more shares in EasyJet for a total cost of 2,799.39€.

25 more shares in Yum for a total of 2,876.17€.

30 shares in Netflix for a total cost of 6,131.44€

65 shares in Restaurant Brands International for a total of 3,640.19€.

All this will be updated in the new summary that is coming shortly.

Saturday, 30 April 2022

Dividends during March/April 2022

 


Yum brands paid out 9.74€ as cash on my broker account.

McDonalds paid out 29.89€ on my broker account.

ETF EU paid out 45.11€ to be used as I please on my UK broker account.

Shell paid out 58.86€ on my broker account.

Rio Tinto paid out the handsome amount of 462.12€ as cash on my account.

Intel dribbled in 31.56€ in cash.

BP paid the miniscule amount of 39.85€ as cash.

Nike provided me with 9.37€ in dividends and finally...

Skanska paid out 242.94€ of which I got to keep 170.06€ paid out as cash.


Monday, 7 March 2022

Summary of February 2022

 

Summary of February 2022

Ski trip was great even though I could not spend as much time as I would have liked with my brother and my cousins families and I also came to the conclusion that skiing in Salen is good but it still feels small. I need to improve my snowboarding skills also...

Plenty of things are going on in the world at the moment that have a negative impact on the stock market. Russia/Ukraine is the big one at the moment, the upcoming increase in interest rate in the USA indicating that the party must start to be reined in, energy prices have kept increasing and of course not to be forgotten Covid. China is still running a zero tolerance policy which is significantly hurting their businesses at the moment while most of the world have started to relax the regulations.

A few dividends dropped in so that is always nice.

Had a discussion with my boss and managed to get more vacation days so I'm very pleased about that. I keep looking at properties in France but getting building permission appears to be less easy and one needs to speak with the council to find out about local regulations on the topic.

For the previous summary please visit Summary of January 2022 and here you can see my stock portfolio as it is.


The total invested value is now at: 268,137 . Monthly investments made in ETF Mix and ETF EU.


The value of the portfolio is today: 357,279 € and I have 1,826 € in cash on my broker accounts. I have realised gains of 2,498 € and unrealised of 89,142 € (25%) which is not good enough but it is improving. My ETFs are now up at a value of 62% of my portfolio.


DAX is now down at 13,095 points which means that it has decreased by -14.2% since the previous summary and my own portfolio has decreased by -10.7% in the same time period.

Conclusion: It's a bad period in the world at the moment which of course have led to some opportunities that I for moral reasons are refusing to grab. 

Sunday, 6 March 2022

Stock bought in February 2022

 


I decided to buy some more ETF EU and I therefore increased my holding with 100 parts at 37.00 € which gives me a total of 165 parts at the cost of 6,050 €