Stocks sold September 2017: Enel and Uniper

Uniper was a gift that was handed out to me from E.On. The initial idea from E.On was to make one purely green utility company (under the name of E.On) and one less green company under the name of Uniper. Great idea but poor execution that was stopped my various German governmental bodies which means that E.On still had to hold on to nuclear power stations.

Since the Fortum sold off their power grid in for instance Sweden (idiots in my opinion) they have been searching for new places to put this money and the market have apparently suspected one of those locations to be Uniper. Fortum and E.On have recently announced the take over. Due to my take over experience with K+S that I utterly failed to respond correctly to I decided to pretty much always step out of a company if there is an offer and the share price on the market is pretty much close to that offer. Hence, I stepped out of Uniper.

I therefore sold all my 40 shares in Uniper and I received a total of 875.10 € paid out on my broker account which means, since they were handed out to me from E.On at 10 € per share, that I made a profit of 475.10 € which is the equivalent of 119% profit and additionally I have received 22 € in dividends. Since this was a gift from E.On I consider my holding time to have been 67 months.

To find out more about Uniper please click here.

Enel is by far my best utility company investment. Very early on I was annoyed that I had managed to buy more before the share price started to increase and all I had was an initial investment of 1077 € for the 450 shares that I bought back in 2013 for 2.38 € per share.

The wonderful thing with Enel is that they are the most green utility company that I have had which would be excellent also moving forward in the future but there is a price boarder on everything and Enel have lately gone past that. When a utility company is trading up at a P/E above 20 WITH excellent earnings then for me it is a very clear signal to walk away and that is exactly what I did.

When I sold my shares the price was up at 5.125 € and I received 1220.38 € out in cash as profit. This means that I made a profit of 113% during my 51 months of holding and on top of that I have received 274.5 € in dividends.

To find out more about Enel and to follow the journey then please click here.

My average holding time on my sold investments are now up at 36 months which I find fully acceptable.

Any changes will be brought into the stock portfolio upon the next update in the very end of the month.

Dividends from IBM and BP: September 2017

For my 25 shares in IBM I received a total of 31.14 € in dividends. From this the US government decided to withhold 4.68 € in taxes which left me with 26.46 € as cash on my broker account.

To find out more about IBM then please click here.

For my 1220 shares in BP I received in a total of 105.1 € in dividends. From this nothing was taken in taxes and all of it was paid out as cash to my broker account.

To find out more about BP then please click here.

To see my total dividend flow then please visit the Stock Dividends page that will soon be updated. 

Summary of August 2017

After two tough months of not being able to save anything we are now back on track again and the value on the bank account keep rising. I am still reluctant to buy stocks even though this latest drop is an excellent moment to push in more money. Part of it is because I want to buy H&M shares but I am unable to do so here in the UK. I could buy it in Germany, because there you can practically buy anything, but I know that I need the money new emissions of shares that I want to get hold of and due to the poor value of the GBP I additionally do not want to transfer money to my German broker account at this moment.

I therefore feel a bit stuck between a rock and a hard place and I should ideally buy UK shares at this moment in time. Let us see... BP is again down so it is not a bad moment to buy more of BP but I have to think about how invested I want to be in oil companies going forward. Right now I have around 9k € in oil related companies and that is already quite a lot of money.

To own British and American stocks have not been good during the month of August. Both the pound and the dollar is dropping heavily which has added on top of the already insecure situation due to North Korea / Trump and Brexit.

Companies will however continue to make profits which means that these are always good moments to buy shares. So go out and buy!

For the previous summary please visit Summary of July 2017 and here you can see my stock portfolio as it is.

The total invested value is now up at: 89,217 € including a realised loss of -551 €.

The value of the portfolio is today: 96,084 € and spread out I now have around 7,500 € in cash on the different accounts. The combined gain is now at: 6,869 € (8%) which is not as good as one would have liked.

DAX have ended up having a good run and is now up at 12,143 points which means an decrease of -0.3% which should be compared to my own stock portfolio that decreased with -1.7%.

Conclusion: DAX did well due to many reasons in August. The only big crash that I am hoping will happen is MüRe due to the damages in the USA. I am surprised that they have not yet published any statement concerning it but I guess that is because they still do not know how much it will knock them back.

Dividends from Deere, Cez, TJX, Intel, ETF Russia and ETF Portugal: August 2017

For my 30 shares in Deere I received a total of 15.20 € in dividends. From this was taken 2.28 € in taxes and I was left with 12.92 € as cash on my broker account.

To find out more about Deere then please click here.

For my 100 shares in Cez I received a dividend of 124.41 € but from this was taken 43.54 € in taxes and I was left with 80.87 € in cash on my broker account.

To find out more about Cez then please click here.

For my 32 shares in TJX I received a total dividend payment of 8.41 € from which was taken 1.26 € in taxes and I was left with 7.15 € on my broker account.

To find out more about TJX then please click here.

For my 135 shares in Intel I received a total of 30.80 € in dividends from which was taken 4.62 € in taxes and I received 26.18 € as cash on my broker account.

To find out more about Intel then please click here.

For my 270 parts in ETF Russia I received a total of 22.83 € in dividends that were directly paid out as cash on my broker account.

To find out more about ETF Russia then please click here.

For my 740 parts in ETF Portugal I received a total of 154.44 € i dividends that were directly paid out as cash to my broker account.

To find out more about ETF Portugal then please click here.

To see my total dividend flow then please visit the Stock Dividends page that will soon be updated.