Welcome to the March 2023 overview, during this month there was a situation of fear and concern as a result of a series of banking crises that took place both in America and in Europe. It all started with the US bank Silicon Valley Bank, and later spread to Credit Suisse, generating a wave of uncertainty in the financial sector.
In addition to the resentment of the banking sector, the rest of the sectors were also hit, which led to a bearish month in the stock market.
This month for us, just like last month, was calm in terms of movements, but as always, dividends were not lacking. Let’s see in detail the movements of purchases, sales and dividends of our portfolio.
March 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.
This month, like last month, we did not go shopping, with the current price of money in the US, where we have more exposure, we prefer to continue lowering the margin to minimize interest.
In March we did not make any sales either.
In terms of dividends, this month of March we have received a total of 19 dividends, all of them from American companies. These have been the dividends received in March 2023 by country and ordered by collection date.
- We do not receive dividends
🇺🇸 United States
- Enbridge: $130.32
- Intel: $18.25
- Pfizer: $4.1
- Johnson & Johnson: $4.52
- AGNC Investments: $360
- Microsoft: $2.72
- IBM: $9.9
- Walgreens: $24
- 3M: $6
- Kelloggs’s: $3.54
- Main Street Capital: $164
- McDonald’s: $6.08
- Realty Income: $12.72
- Unilever: $4.53
- T Rowe Price: $24.4
- Eagle Credit Company: $140
- Gladstone Capital: $7.51
- Kraft Heinz: $4
- Pepsico: $4.6
In March we received +856.23 euros in gross dividends (before taxes) from our securities portfolio.
➡ Dividends received in March represent an increase of +41.61% compared to the same month of the previous year, which were €604.62.
Exchange rate used: 1 USD = 0.9195 EUR on March 31, 2023
Note: the percentages above are calculated using this tool.
March 2023 Overview
This month due to the bear market, our portfolio dipped a bit in terms of valuation.
At the end of the month, our portfolio had a decline of -4.48% compared to last month, leaving a value at the end of March of +154,115.2 euros.
This month we have not published any company, we were filling out the 720 model for the Treasury. The 720 model for those who do not know what it is, is a model of the Spanish Treasury to certify that you have assets abroad worth more than 50,000 euros, it is purely informative.
This month we have met one of the financial goals set for 2023.
- Fill out and submit form 720 ✅
The first quarter of the year ends, how have you been so far? We hope very well.
And so far the March 2023 overview, we hope that your portfolios continue to grow and your investments prosper.
See you soon investors!