Yum brands paid out 21.56 € as cash on my broker account.
McDonalds kindly enough paid me 34.42 € to my broker account
ETF EU 600 paid me 57.46 € as cash to the broker account.
BP paid out 45.08 € in cash to me and finally
IBM paid out 38.85 € of which the taxman took 5.83 € and I was left with 33.02 € as cash on my broker account.
The year end dividends have now also been updated on the dividends page.
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| Summary of November 2022 |
War have not yet stopped. The world championship is going on with surprising results in many cases which makes it more exciting than usual. I must admit I have not been watching that much but difficult not to be updated.
The pound sterling has increased in value compared to the euro which have given me a bit of a boost this month because I have not made any investments.
We've now made the cuts in the company, and I did in the end offer myself up for removal which was unfortunately not accepted. So now I will be the little girl, holding a burnt-out match behind her back, watching the house burning to the ground. The employees are really not pleased about what has happened. Salary increases will be difficult for many companies this year. The inflation has been significant, but we have no one to pass that on to so I will not expect any major changes.
Christmas is around the corner. Instead of a one-way ticket I had to buy a return one and I will as always go to Berlin for Christmas market which will, as always, be nice, before I go back home to Sweden for almost two weeks. I hope there will be some snow so that I can bring out the old 2nd hand snowboard. Please be sensible when buying gifts this year. China and India are buying up all the oil from Russia and are putting that into polyester garments, toys etc. We do not want to support this ridiculous ongoing war that purely comes from the ego of one man and neither Ukraine nor the Russian population is happy about it.
For the previous summary please visit Summary of October 2022 and here you can see my stock portfolio as it is.
The total invested value is now at: 332,847 €. Monthly investments made in ETF Mix but nothing else.
The value of the portfolio is today: 446,489 € and I have 1,476 € in cash on my broker accounts. I have realised gains of 4,547 € and unrealised of 113,642 € (26%) which is not good enough and mainly pushed due to sterling value. My ETFs are now up at a value of 63% of my portfolio.
DAX is now up to 14,529 points which means that it has increased by 7.9% since the previous summary and my own portfolio has only increased by 5.8% in the same time period.
Conclusion: Ugh! DAX had a great month and so did my portfolio but just not in comparison. Christmas will cost money, so I've got little to spare for investment even though it is a good moment to shuffle sterling over to euro.
Intel decided to pay out 46.98 € to me and from this the taxman took 7.04 € and I was left with 39.94 € as cash on my broker account.
TJX also paid out 18.00 € and 2.70 € was lost in taxes and I got 15.30 € as cash.
H&M made their biannual payment of 179.62 € and 53.89 € was taken as cash leaving me with 125.73 € as cash.
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| Summary of October 2022 |
War is still ongoing in Europe even though the world seems to already have forgotten about it. The dollar has become very strong compared to many other currencies. Election in Sweden with a strong wind of anti-immigration and UK are going through unelected PMs faster than one can file a tax declaration.
My apologies for the late report. I've had vacation, been to an international conference, had Covid and then contemplating my future due to the upcoming and now finalised board meeting. The wind of change is blowing. It is a good, good time to look and execute on changes that needs to be done for improving one's life and work situation. One should never keep going to a job if one is not happy about it and as the saying goes: Love it, change it, leave it.
I've decided that it is time to move on and as you will see in the report below, I am not that far away. I calculated that I needed 350k € and then I wanted another 100k € for buying and restoring a property. There are cuts coming in my company and the best for the company will be to cut me out. The CEO will not want to do that, but it will be the best for the future of the company and after devoting over 6 years of my life to the company I want it to be successful, which means that there must be employees left working with their hands, which the new CEO appears to not acknowledge...
Yesterday I filed my tax declaration and had a couple of sweaty hours due to the calculations claiming that I owed ~11,500 £ in taxes. Had serious issues to find out what had gone wrong but managed in the end and will now instead receive ~1,000 £ back in on my taxes. #Sigh of relief#
I started hoarding some cash but, in the end, I decided to move money over to my German broker to have more investments in the currency of my future EURO!
For the previous summary please visit Summary of July 2022 and here you can see my stock portfolio as it is.
The total invested value is now at: 321,868 €. Monthly investments made in ETF Mix and then I also invested in Rio Tinto and ETF EU 600.
The value of the portfolio is today: 416,279 € and I have 1,348 € in cash on my broker accounts. I have realised gains of 4,547 € and unrealised of 94,411 € (23%) which is not good enough and dropped down further lately. My ETFs are now up at a value of 62% of my portfolio.
DAX is now down to 13,460 points which means that it has decreased by -0.2% since the previous summary and my own portfolio has decreased by -2.1% in the same time period.
Conclusion: Both DAX and my own portfolio have dropped down since the July report but have now started to recover again. DAX more so than my own portfolio. My USA stocks such as Intel and Nike have pretty much dropped like stones... as an example Intel used to be +200% plus and are now only at +46% from purchase value, which is sad to see. Fingers crossed on that my discussion with the CEO is going well tomorrow.
Yum Brands paid out 22.22 €.
McDonalds paid out 32.91 €.
Rio Tinto paid out 379.00 €.
ETF EU paid out 72.71 €.
Restaurant Brands paid out 56.13 €.
Nike paid out 12.41 € of which the tax man took 1.86 € leaving 10.55 € as cash on broker account.
BP paid out 46.53 €.
IBM paid out 40.48 € of which the tax man took 6.07 € leaving 34.41 € for me.
TJX paid out 18.84 € of which the tax man took 2.82 € and leaving 16.02 € as cash for me and finally...
Intel paid out 49.18 € with tax man taking 7.38 € and leaving me with 41.80 € in cash.
