Summary of May 2022

 

Summary of May 2022

Overall it has been a tough start of this year. I keep investing more money each month however there is shockingly little movement in the current value of the investments. I was also profiting from a stronger £ however that has now also dropped down which has a large impact on the Mixed ETF that I have in the UK.

It is sad to see how much attention Mr. Depp and ex-wife is receiving while we have a war going on with thousands of casualties just next door. Each time someone tried to bring it up with me I raised the Ukraine/Russia situation. They all consider me to be a party pooper but I do not care. I find humans ability to focus, including on bigger matters, to be appalling.

I made my first international business trip this month. A two day journey to Germany and that was it. Still it is a start and I hope that more will join me in that they will never take business or first class flights ever again. It is simply not worth it for either the environment nor for the cost.

I've still not received a new boss and it seems as if it will be a slower process. There is a lot of drama at work since quite a lot of people are taking some liberties in how they act and what they do... me included... So I'm currently having a great time at work!

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

The total invested value is now at: 294,030 €. Monthly investments made in ETF Mix and ETF EU.

The value of the portfolio is today: 394,952 € and I have 5,538 € in cash on my broker accounts. I have realised gains of 5,538 € and unrealised of 100,922 € (26%) which is not good enough but it is improving. My ETFs are now up at a value of 63% of my portfolio.

DAX is now up at 14,460 points which means that it has increased by 2.6% since the previous summary and my own portfolio has decreased by -1.3% in the same time period.

Conclusion: DAX continues to do well this month also while I am treading water. I can only push in £2k into my stock ISA in the UK which is most likely going to happen next month and after that I will probably have to start bringing money back home to Sweden as preparation for retirement. Annoyingly it will have to remain as cash which I'm not at all pleased with.

Dividends during May 2022

 

Several dividend payments were made during the month of May of which some were more substantial than others...

TJX paid out 17.65 €, 2.65 € going to taxes leaving me with 15 € in cash on my broker account.

RWE provided me with 297 € of which 78.33 € went to tax and 218.67 € ended up on my account.

BASF made a hefty payment of 476 € however 125.54 € went to the taxman and I ended up with 350.46 €.

Talanx paid out 128 €, 33.76 € to taxes and 94.24 € as cash to me.

H&M paid out 186 € and 23.13 € was withheld in taxes, leaving me with 162.87 € in cash.

K+S provided 48 €, 12.66 € to taxes, giving me 35.34 € in cash.

VW paid out 90.72 €, of which 23.92 € went to the taxman and I received 66.80 € in cash.

E.On. paid out 196 €, also here tax of 51.69 € was removed, and I got 144.31 € on my broker account.

DB paid out 84 € with 22.15 € withheld and 61.85 € as cash on my account.

And finally Intel paid out 45.97 €, US withheld 6.89 € in tax and I received 39.08 € to invest into new ventures.

Stock bought May 2022

 

After the general share price drop I decided to push some more money into my EU ETF so I bought an additional 120 parts at a total cost of 4,055.61 €. I now hold 475 parts at a total cost of 16,357 €.

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

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.

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.