The year 2014 is behind us, so it's time to see how I achieved my goals, and how my portfolio grew during the year. I will also set my goals for the year 2015 a dividend income.
I did 21 transactions during the year, 19 purchases and two sales, I got dividends from 33 companies and distributions from two ETFs. My portfolio now includes 34 companies and two ETFs that pay dividends. Comparing to 2013: 24 transactions, 21 purchases and three sales, got dividends from 20 companies and from two ETFs. I am very satisfied that I was able to increase the number of companies in my portfolio and increased diversification.
During the year 2014 I made the following transactions:
In January, I sold about 23% of the SP Amerikka B equity fund, because I wanted to move the weight more on dividend paying stocks. The other sale I made in June. I reduced the number of my holding in Golar LNG. From my 300 shares, I sold 75, because the price of Golar had grown up very fast. These two sales generated a total of €1,808.80 income, after-tax payment (capital tax 30%), my net income will be € 1,266.16.
I used the new acquisitions of shares for a total of €54,298.44 during the year 2014. My sales of SP Amerikka B fund and Golar LNG shares gave me €5,793.80. In addition, sales of 300 shares of Tele2 at the end of the year 2013, gave me €2,441.27. Almost all of the dividends that I received during the year 2014, a total of €7,303.06 I have already reinvested.
My total dividend income during the year 2014 was €9,867.86. After the payment of taxes my net dividend income will be €7,303.06. My goal was to get €6,000 net dividend income during 2014, which I crossed clearly. Apparently, I set my goal too low and I put new money in new acquisitions more than I had planned. In 2013, my net dividend income was €4,786.51, so my income increased about 52% compared to last year.
You can follow the development of my dividends here.
Goals for 2015
My goal is to get the net dividend income of €8,700 in 2015 and increase my projected annual dividend income to €9.200. My intent is to increase the companies in my portfolio, so that I would have at the end of the year about 40 companies that pay dividends.
Thanks for reading and successful investments in 2015 for everyone!
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