Welcome to the May 2023 overview, this month we rotated our portfolio and, as always, we received several juicy dividends. Now we see everything in detail.
May 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 there was a purchase that resulted from a rotation plus an extra contribution that we added.
- 2000 x AGNC Investment
Sales
In May, there was a rotation in our portfolio, after receiving the Mapfre dividend we sold our entire position to buy AGNC at a very good price and further optimize the monthly dividends.
- 6500 x Mapfre
Dividends
In terms of dividends, this month of May we have received a total of 18 dividends, seventeen from American companies and one from Spain. These have been the dividends received in May 2023 by country and ordered by collection date.
🇪🇸 Spain
- Mapfre: 555.75€
🇺🇸 United States
- General Mills: $3.24
- AT&T: $55.5
- Verizon: $13.05
- National Health Investors: $9
- British American Tobacco: $179.97
- AGNC Investments: $360
- Clorox: $4.72
- Abbvie: $8.88
- Colgate Palmolive: $2.88
- Main Street Capital: $92.25
- Realty Income: $12.75
- Omega Healthcare Investors: $33.5
- Procter & Gamble: $3.76
- Apple: $2.4
- Starbucks: $2.12
- Eagle Credit Company: $160
- Gladstone Capital: $8
In May we received +1446.94 euros in gross dividends (before taxes) from our securities portfolio.
➡ Dividends received in May represent an increase of +63.32% compared to the same month of the previous year, which were 885.95€.
Exchange rate used: 1 USD = 0.9361 EUR on May 31, 2023
Note: the percentages above are calculated using this tool.
May 2023 Overview
May for our portfolio was flat, a slight insignificant increase, but the important thing is that dividends continue to fall and at a good pace 😉
At the end of the month, our portfolio had a slight increase of +0.2% compared to last month, leaving a value at the end of May of +152.280,1 euros.
Farewell
And so far the May 2023 overview, we hope that your portfolios continue to grow and your investments prosper.
See you soon investors!