So, I had a feeling that I need a new steady dividend payer in my portfolio. A payer with payment schedule during the first month of every quarter, since those months lag behind a little bit. As a result I have initiated a new position in Kimberly-Clark Corporation (KMB). Other purchases add to my existing positions in Canadian Utilities Ltd. (CU.TO), Archer Daniels Midland Co. (ADM), Emerson Electric Co. (EMR) and 3M Company (MMM).
All right, the month of April 2017 is finished and wrapped in a neat little packet. If you remember my April report last year, you know this is going to be a bit different kind of summary. That is because I'm going to include all my annual Nordic dividends in this report, no matter what month they actually arrive in my bank account (most will arrive in April anyway). I did the same thing last year, so this should be fully comparable. So, last year in April I managed to collect $1,230.93. I haven't sold any of those stocks that generated income back then, which is ideal situation IMO. This dividend report consists of following 22 companies:
So, I continued on the buying front on the second half of April. I thought that I should report these buys before rather interesting dividend summary from April. Actually in my last purchase post there were CVS Health Corporation (CVS) and Unilever NV (UNA.AS). So is this a mistake you might ask. Well, it is not. CVS and UNA.AS are two my favorite stocks this year, and I would guess that they will see the biggest amounts of fresh capital in my portfolio. Alongside Welltower Inc (HCN), which is a new position for me this year, and possible other new position. Also Target Corporation (TGT) was on my shopping list at this time.
Happy Easter everybody! All right then, let's see what I have been buying from mid March till mid April. I typically make small purchases frequently, and this time is no exception. All these are additions to my existing positions: The Bank of Nova Scotia (BNS.TO), Emera Inc (EMA.TO), CVS Health Corporation (CVS), General Mills Inc (GIS), Welltower Inc (HCN), ONEOK Inc (OKE), The Procter & Gamble Company (PG) and Unilever NV (UNA.AS).
While the second quarter of 2017 is well underway, let's see my dividend totals from March. Looking one year back, in March 2016 I managed to collect $150.30. Since then Avista Corp (AVA), Chevron Corp (CVX), Norfolk Southern Corp (NSC) and Textainer Group Holdings (TGH) have left my portfolio. But, Amgen Inc (AMGN) and Canadian Utilities (CU.TO) have arrived to replace those positions. Yes, quite a lot of re-adjustment has been going on. In total 16 companies paid dividend to me this month. Here is the comparison table of March 2016 and 2017 dividends:
Well, nothing seems to stop the stock markets right now. Major U.S. indexes are making new ATHs almost on a daily basis. Certainly it's nice to see your portfolio value going only upward, but to be honest I would prefer lower stock prices. Then again, I'm not able to determine the direction of markets. So, I just keep following my strategy. I have added more shares to my existing positions in Agrium Inc (AGU.TO), Algonquin Power & Utilities (AQN.TO), Johnson & Johnson (JNJ), The Coca-Cola Company (KO), Medtronic plc (MDT) and Xcel Energy Inc (XEL).
And the second month of 2017 already finished, let's see if I have made any progress when it comes to dividend income. During February 2016 I managed to collect $115.82. Since then one stock, HCP Inc (HCP), has left my portfolio. But actually it was my biggest payer in February last year, so clearly I had some patching work to do. Fortunately it looks like the work succeeded pretty well. In total 13 companies paid dividend to me this month. Here is the comparison table of February 2016 and 2017 dividends: