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.
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:
- 20 x Enagas (ENG)
- 50 x Enbridge Inc. (ENB)
- 40 x Main Street Capital (MAIN)
- 6 x 3M (MMM)
- 180 x Medical Properties (MPW)
- 20 x Realty Income (O)
- 200 x AT&T (T)
- 4 x Abbvie (ABBV)
- 2 x Johnson & Johnson (JNJ)
- 4 x The Coca-Cola Company (KO)
- 10 x Altria Group (MO)
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.
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!