Sunday, September 14, 2025

Week in Review 37/25



 

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:



September 8, 2025


  • €53.21 – JPM Global Equity Premium Income Active UCITS ETF (JGPI.DE)
  • €28.47 – JPM US Equity Premium Income Active UCITS ETF (JEIP.DE)
  • €46.77 – JPM Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)


September 9, 2025


  • €49.48 – Johnson & Johnson (JNJ)


September 10, 2025


  • €65.29 – Chevron Corporation (CVX)
  • €20.18 – Emerson Electric Co. (EMR)
  • €27.59 – Archer-Daniels-Midland Company (ADM)


September 11, 2025


  • €72.98 – Prudential Financial, Inc. (PRU)
  • €22.69 – Global X SuperDividend™ ETF (SDIV)


September 12, 2025


  • €15.10 – Amgen Inc. (AMGN)


Week 37: Total net dividends €401.77



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



My Portfolio's Transactions:



September 8, 2025


  • I purchased 15 shares of United Parcel Service, Inc. (UPS) at $84.61 per share plus commission.


At today's exchange rate, that purchase 15 shares of UPS will increase €62.47 of my expected annual net dividend income. Following this acquisition, the portfolio now contains a total of 80 United Parcel Service shares at an average purchase price of $97.71 and yield on cost is 6.71%. After this acquisition, UPS ’s weight of my portfolio is about 0.78% and its share of future annual dividend income is approximately 1.46%.


September 11, 2025


  • I opened a new position and purchased 60 shares of Capital Power Corporation (TSE:CPX) at C$58.50 per share plus commission.


At today's exchange rate, buying 60 shares of CPX has increased my expected annual net dividend income by €76.08. With a starting yield on cost of 4.71%, CPX now makes up about 0.30% of my portfolio and contributes approximately 0.33% to my future annual dividend income.



Portfolio Holdings News:



September 8, 2025


  • Nutrien Ltd. (NTR) Announces Agreement for Sale of Equity Position in Profertil S.A.; NTR announced that it has entered into an agreement to sell its 50 percent equity position in Argentina-based nitrogen producer Profertil S.A. (Profertil) to Adecoagro S.A. and Asociacion de Cooperativas Argentinas Coop Ltda through a joint acquisition. The purchase price for Nutrien’s shares in Profertil is expected to be approximately US$600 million on a pre-tax basis.


September 9, 2025


  • NCC AB (NCC) to construct correctional facility in Kristianstad; NCC is partnering with Intea to construct a new correctional facility in Vä, just outside Kristianstad, for the tenant, the Swedish Prison and Probation Service. The parties have jointly designed and planned the project, which is now transitioning to the construction phase. The project is a turnkey contract in partnering form with an order value of approximately SEK 650 million.


  • NCC AB (NCC) secures two major asphalt contracts in northern Sweden; NCC has been awarded two major asphalt-laying contracts in northern Sweden. The projects concern the sections of road between Avakko and Lappeasuando in Gällivare and Grimsmark and Gumboda in Västerbotten, with a total order value of approximately SEK 175 million.


  • Realty Income Corporation (O) Declared Monthly Dividend Increase; O announced it has declared an increase in the company's common stock monthly cash dividend to $0.2695 per share from $0.2690 per share. The dividend is payable on October 15, 2025, to stockholders of record as of October 1, 2025. The new monthly dividend represents an annualized dividend amount of $3.234 per share as compared to the prior annualized dividend amount of $3.228 per share.


  • RTX Corporation (RTX) has been awarded a $760M U.S. Air Force contract supporting Advance Medium Range Air-to-Air Missiles (AMRAAM).


  • Canadian National Railway Company (TSE:CNR) and CSX Collaborate to Launch New Intermodal Rail Service into Nashville; CNR and CSX (NASDAQ: CSX) today announced the signing of a Memorandum of Understanding (MOU) to develop a new intermodal service into Nashville, Tennessee. This service will provide customers with a seamless, all-rail alternative for international containers moving from Canada’s West Coast gateways through Memphis directly into Nashville. By replacing the current trucking leg with a steel-wheel interchange, CN and CSX will be able to deliver faster, more reliable, and more sustainable supply chain solutions for customers.


September 11, 2025



September 12, 2025


  • Kesko Corporation’s (KESKO) sales in August; KESKO's sales increased by 3.1% in August. Sales for the grocery trade division were flat year-on-year. Sales for the building and technical trade division decreased in technical trade, while in in building and home improvement trade, sales increased underpinned by acquisitions. In the car trade division, sales increased in new and used cars and in services.



Articles that caught my attention:





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