Sunday, June 9, 2024

Week in Review 23/24



 

Welcome and thanks for reading!

In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.



Received Dividends:



June 3, 2024


  • €447.02– Avance Gas Holding Ltd (AGAS.OL)
  • €34.05– Intel Corporation (INTC)
  • €18.90– Essential Utilities, Inc. (WTRG)
  • €17.29– WEC Energy Group, Inc. (WEC)
  • €39.11– Pinnacle West Capital Corporation (PNW)
  • €16.17– ConocoPhillips (COP)
  • €72.83– United Parcel Service, Inc. (UPS)
  • €3.55– Visa Inc. (V)
  • €25.64– Aflac Incorporated (AFL)
  • €32.57– Magna International Inc. (MGA)
  • €103.96– Enbridge Inc. (ENB)
  • €50.45– Fortis Inc. (FTS)
  • €36.81– Canadian Utilities Limited (TSE:CU)


June 4, 2024


  • €51.03– Johnson & Johnson (JNJ)
  • €9.30– Metro Inc. (TSE:MRU)


June 5, 2024


  • €29.23– Archer-Daniels-Midland Company (ADM)



Week 23: Total net dividends €987.92


Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.



My Portfolio's Transactions:



June 5, 2024


  • I purchased 50 shares of JPM Global Equity Premium Income UCITS ETF (JGPI.DE) at €23.96 per share plus commission.


Based on the latest announcement, JGPI pays a dividend of $0.1907 per month. If the dividend remains at this level in the future, it will mean that, at today's exchange rate, that purchase 50 shares of JGPI will increase €80.09 of my expected annual net dividend income. After this acquisition my yield on cost is 9.53%, JGPI’s weight of my portfolio is about 1.07% and its share of future annual dividend income is approximately 2.16%. For now, my plan is to increase the amount of JGPI in my portfolio on a monthly basis.



Portfolio Holdings News:



June 3, 2024


  • Lockheed Martin Corporation (LMT) has been awarded a $1.93B modification to contract W31P4Q-24-D-0019 for High Mobility Artillery Rocket Systems.


June 4, 2024



  • Realty Income Corporation (O) Raises 2024 Earnings and Investment Guidance; O announced that it has revised its 2024 outlook. The Company now expects to achieve Adjusted Funds from Operations (AFFO) in a range of $4.15 to $4.21 per diluted share as compared to previous guidance of $4.13 to $4.21 per diluted share. The Company also now expects 2024 investment volume to be approximately $3.0 billion as compared to previous guidance of $2.0 billion.



June 5, 2024



June 6, 2024


  • Emerson Electric Co. (EMR) Announces Sale of Remaining Interests in Copeland to Blackstone; EMR announced that it has entered into a definitive agreement to sell its remaining interests in the Copeland joint venture (formerly Emerson Climate Technologies) for a transaction value of approximately $3.5 billion, with pre-tax cash proceeds of $3.4 billion, net of the release of $0.1 billion of future indemnity obligations. Private equity funds managed by Blackstone (“Blackstone”) will purchase Emerson’s 40% common equity ownership in the joint venture, while Copeland will repurchase the seller’s note.



June 7, 2024



  • General Dynamics Corporation's (GD) Land Systems awarded Canadian Logistics Vehicle Modernization contract; General Dynamics Land Systems (GDLS), a business unit of GD, has been awarded a contract along with joint venture partner Marshall Canada to provide the Canadian Armed Forces (CAF) a new fleet of light and heavy logistics vehicles. The Logistics Vehicle Modernization project is being awarded as two contracts: one for vehicle acquisition, valued at $1.5 billion CAD ($1.1B USD), and one for in-service support, valued up to $1.08 billion CAD ($790M USD) over 25 years.




Articles that caught my attention:





Thanks for stopping by!


 

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