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Dividendos

July 2023 Overview

JULY 2023

Welcome to the July 2023 overview, this month was somewhat more busy than previous months, several movements including purchases, sales and, as always, many dividends (this month we broke records 😁), having said that, let’s go into detail.

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    July 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

    This month of July we made some purchases both in the United States and in Spain, let’s see it in detail ordered by date of purchase:

    All these purchases made in July provide us with an extra annual estimated gross dividend of:

    • 🇪🇸 +34,4 €
    • 🇺🇸 +885,79 $

    Sales

    In July we also left two companies:

    • 50 x Intel (INTC)
    • 10 x Rio Tinto (RIO)

    Dividends

    In terms of dividends, this month of July we have received a total of 16 dividends, one from Spain and the rest from American companies. These have been the dividends received in July 2023 by country and ordered by collection date.

    🇪🇸 Spain

    • Enagas: 1548€

    🇺🇸 United States

    • Coca Cola: $4.6
    • Kimberly Clark: $4.72
    • Iron Mountain: $6.19
    • Restaurant Brands: $5.5
    • Altria: $103.4
    • Philip Morris: $25.4
    • AGNC Investments: $600
    • Medical Properties: $5.8
    • Main Street Capital: $94.3
    • Mondelez: $3.85
    • Medtronic: $4.15
    • Realty Income: $12.78
    • Eagle Credit Company: $160
    • Gladstone Capital: $8.25
    • Annaly Capital: $325

    In July we received +2785.37 euros in gross dividends (before taxes) from our securities portfolio.

    Dividends received in July represent an increase of +51.48% compared to the same month of the previous year, which were 1838.81€.

    Exchange rate used: 1 USD = 0.9072 EUR on July 31, 2023

    Note: the percentages above are calculated using this tool.

    July 2023 Overview

    In July our portfolio continued its upward trend helped by recent purchases.

    Portfolio July 2023
    Portfolio – July 2023

    At the end of the month, our portfolio had a slight increase of +5.45% compared to last month, leaving a value at the end of July of +165,144.5 euros.

    Farewell

    We hope you are enjoying your holidays and summer in general, for us our favorite season.

    And so far the July 2023 overview, we hope that your portfolios continue to grow and your investments prosper.

    See you soon investors!

    More summaries

    If you liked this monthly summary, don’t miss the summaries of the previous and following months.