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 €

Dividends during February 2022

 


Received dividends from three companies this month of which only one was substantial.

Intel paid out 44.08 € to me, from this was taken 6.61 € in taxes which left 37.47 € as cash on my broker account.

TJX paid out 15.01 € and after taxes that left me with 12.76€ in cash.

and finally DBAG paid out 248.00 € to me of which the German tax office took 65.41 € and I was left with 182.59 € as cash on the account.

Saturday, 29 January 2022

Summary of January 2022

 

Summary of January 2022

Few dividends have arrived and I'm making this summary early due to a ski trip with my family in Sweden next weekend meaning I will be gone for two weekends in a row so this was the best opportunity to report on the developments. Stock markets have gone down and without bringing in more money things are not looking at its best right now for me. As you all know I really do not care.

Received a miniscule salary increase and an acceptable bonus payment, both should arrive on Monday. On my UK stock ISA I'm only allowed to add in £2k more this tax year meaning that I will add in those 2k this month and make one investment but after that I will just have to sit on cash until early April when the new tax year starts again here in the UK. Annoying!

I keep looking at properties in France, and every now and then I see something of interest, however I cannot yet act on it. Smaller vineyards can be bought for surprisingly little money however they then never have a house on them and they have not been run properly either so plenty to do to get it up and running again if one would wish for that. I need to find out more about building permission in France.

For the previous summary please visit Summary of December 2021 and here you can see my stock portfolio as it is.

The total invested value is now at: 257,321 €. Monthly investments have not been made since the last report.


The value of the portfolio is today: 371,551
 € and I have 2,868 € in cash on my broker accounts. I have realised gains of 2,498 € and unrealised of 114,230 € (31%) which is not good enough but it is improving. My ETFs are now up at a value of 60% of my portfolio.


DAX is now down at 15,266 points which means that it has decreased by -4.3% since the previous summary and my own portfolio has decreased by -5.2% in the same time period. Mainly my ETF Mix have been hit very hard.

Conclusion: DAX have performed slightly better than me this month and the big bulk of reduced unrealised profit has been with my ETF Mix. Omicron, energy prices, interest rates and Ukraine/Russia is likely to be the headlines. None of which I can change and hence I continue and as always... I wish I would be sitting on more cash to push into investments now. I will soon have that but I'm limited with my Stock ISA anyway. I hope all of you are sitting in a better situation today!