Dividend Update: March 25

 

March brought, along with better wetter, a wealth of events with it. Volatility in the market increased as Trump's tariff flip-flop caused confusion and bewilderment among investors, companies and others alike. As of this writing, we've now officially entered the terrain of a correction, meaning the market dropped 10% or more from its previous all-time high and the chances (measured by the ever so meticulous bankers) of a recession, or, to use the neologism that has been making the rounds, of a trump-cession have jumped upward.

I honestly didn't pay too much attention and was just waiting for my salary to come in to employ it (as I do every month) and hope to pick up a few stocks/funds at cheaper prices. One can get swept away by the daily storm of events, but I prefer to keep the long view.

I also sold out of my Aquila European Renewable position as the fund was about to sell its assets and be closed. I have never experienced this before, so I have no idea whether selling out early or waiting until the termination of the fund is the "better" choice. I just like the simplicity of exiting (albeit with a rather painful loss) the position to redeploy the money elesewhere.

Stock market aside, I was privately enjoying my holiday and the free time that came along with it. I spent some time enjoying the nice weather, trained somewhat for the rather spontaneous semi-marathon at the Baltic Sea (at which I to my utter surprise managed to do a personal best) and now managed to get a last-minute spot at a 31KM race at the end of April with some rather daunting differences in altitudes. Still, I'll be doing this with my brother, a friend and my sister's husband, so regardless of the pain that is sure going to be ahead, I'm looking forward to it and I am trying to prepare as best as I can (work permitting). 

In the meantime, March 2025 proved to be a very fruitful month as I collected €775,50 in dividends from a staggering 45 stocks / funds. This is (after June last year) my 2nd best month ever and rather pleasing.

So, all things considered, a month I can't complain about. Let's see what April has in store for me. Below you find the complete overview of all the dividends received in March:

 

1. Ares Capital: 198,96
2. Arbor Realty Trust: 49,39
3. Golub Capital: 48,78
4. VanEck Morningstar Developed Markets Dividend Leaders ETF: 45,69 
5. Main Street: 42,15
6. Agree Realty: 37,49
7. Realty Income: 37,23 
8. HanfETF Alerian Midstream Energy: 30,11
9. Hercules Capital: 29,52 
10. Unilever: 25,83
11. Sixth Street Specialty Lending: 21,47
12. Johnson & Johnson: 21,15
13. New Mountain Finance: 19,22
14. Oaktree Specialty Lending: 18,89 
15. Renewable Infrastructure Group: 17,58
16. Simon Property Group: 13,02
17. PepsiCo: 10,33
18. Enbridge: 9,88 
19. Sequoia Economic Infrastructure: 9,87
20. Exxon: 7,75 
21. McDonalds: 6,91
22. T. Rowe Price: 6,17
23. Pfizer: 6,09
24. Consolidated Edison: 6,00 
25. BP: 6,00
26. NextEraEnergy: 4,87
27. BSTZ: 4,51
28. CII: 4,47
29. Aquila European Renewables: 4,32
30. Clearway Energy: 4,03 
31. Shell: 3,98
32. Blue Owl Capital: 3,71
33. EPR Properties: 3,11 
34. BUI: 3,03
35. Southern Company: 2,86
36. CSQ: 2,74
37. Imperial Brands: 2,60
38. LTC Properties: 2,22
39. SL Green Realty: 2,21 
40. RQI: 1,88
41. RNP: 1,84
42. JPMorgan Nasdaq Equity Premium Income ETF: 1,25
43. Global X S&P 500 Covered Call ETF: 1,16 
44. Horizon Technology Finance: 0,74
    
45. Stag: 0,49  

 

Enjoying early spring

My medal after 21KM