Dividend Update: April 24

 

 

I have to admit that in April my focus wasn't really on the stock market as I was preparing myself diligently for my first ever marathon, which I finished at the end of the month in under 4 hours, of which I am somewhat proud. The analogies between investing, especially dividend investing, and marathons are of course legion and, following this analogy, April proved to be "only" a refreshment station on the way to my goal, which is still quite a few miles off. Still, one should enjoy the good months (or should I say miles?) when they come and April - apart from a dip in the middle of the month - proved to be a good month in which I once again made it easily above the 400€ a month which I had set myself as a goal at the beginning of the year. Some juicy European dividends helped along the way, pushing the total income in April to 553,10€. I did sell - after 3 years of having them in my portfolio - all my BASF stocks after getting the dividend as I have little hope with their guidance that their dividend is going to be safe in the year(s) to come. With that money, I nibbled up a few shares of the the beaten down Starbucks and British American Tobaco, hoping to have found a nice mix of growth and high yield. The complete overview is as follows:

1. PepsiCo: 8,69
2. FS KKR Capital: 14,08
3. Coca-Cola: 3,43
4. Total Energies: 6,89
5. Iron Mountain: 7,20
6. Vici Properties: 1,70
7. Iron Mountain: 7,20
8. Global X S&P 500 Covered Call: 1,47
9. Philip Morris: 18,54
10. Agree Realty: 21,29
11. Blue Owl Capital: 10,99
12. WP Carey: 28,73
13. Starwood Property Trust: 11,85
14. EPR Properties: 2,77
15. Stag Industrial: 0,44
16. Innovative Industrial Properties: 4,91
17. SL Green Realty: 1,91
18. Main Street Capital: 16,17
19. Realty Income: 31,57
20. iShares STOXX Global Select Dividend 100: 20,65
21. Ares Commercial Real Estate Corp: 2,10
22. Rio Tinto: 26,32
23. Hannon Armstrong Sustainable Infrastructure: 1,17
24. Ahold Delhaize: 0,18
25. Goldman Sachs BDC: 58,55
26. Bank of Nova Scotia: 5,58
27. LTC Properties: 2,24
28. BASF: 37,55
29. Altria: 13,59
30. Munich Re: 154,61
31. Cohen & Steers Quality Income Realty Fund: 2,31
32. BlackRock Science & Technology II: 2,58
33. JPMorgan Equity Premium Income ETF: 3,54
34. Coher & Steers REIT and Preferred Income Fund: 2,24
35. Blackrock Enhanced Capital & Income: 3,86
36. BlackRock Utilities, Infrastructure, & Power Opportunities Trust: 15,49
37. Horizon Technology: 1,32
38. Calamos Strategic Total Return: 3,39