Welcome to the August 2023 overview, the most chosen vacation month by the majority. The month of August was quiet, with few movements but as always, collecting good dividends.
August 2023 Movements
Like every month, we are going to split the movements of the month into three blocks: purchases, sales and dividends to make reading more enjoyable.
Purchases
In August we did not make any purchases in our portfolio, due to the recent purchases we already made in July.
Sales
There were no sales this August either.
Dividends
In terms of dividends, this month of August we have received a total of 18 dividends, all of them from American companies. These have been the dividends received in August 2023 by country and ordered by collection date.
🇪🇸 Spain
- We do not receive dividends
🇺🇸 United States
- General Mills: $3.54
- AT&T: $55.5
- Verizon: $13.05
- National Health Investors: $9
- AGNC Investments: $600
- Abbvie: $8.88
- Colgate Palmolive: $2.88
- Main Street Capital: $103.5
- Realty Income: $17.89
- Omega Healthcare Investors: $33.5
- Procter & Gamble: $3.76
- Apple: $2.4
- British American Tobacco: $183.6
- The Clorox Company: $4.8
- Starbucks: $2.12
- Gladstone Capital: $8.25
- Unilever: $4.74
- Eagle Credit Company: $160
In August we received +1120.14 euros in gross dividends (before taxes) from our securities portfolio.
➡ Dividends received in August represent an increase of +5.43% compared to the same month of the previous year, which were 1062.48€.
Exchange rate used: 1 USD = 0.9201 EUR on August 31, 2023
Note: the percentages above are calculated using this tool.
August 2023 Overview
In August our portfolio fell a little in value, this is how the company graph looks at the end of the month.
At the end of the month our portfolio had a decline of -2.79% compared to last month, leaving a value at the end of August of +160,545 euros.
Farewell
We hope you continue to enjoy the holidays and summer in general, for us our favorite season.
And that’s it for the August 2023 overview, we hope that your portfolios continue to grow and your investments prosper.
Greetings and until next time investors!
More summaries
If you liked this monthly summary, don’t miss the summaries of the previous and following months.