June has flown by, and July is nearly over — time for the mid-year dividend update.
In June 2026, my portfolios delivered a gross total of €3,311.73 ($3,838.99) in dividends and distributions. After withholding taxes, the net amount received was €2,450.59 ($2,840.67).
That breaks down to:
- €81.69 per day
- €3.40 per hour
…reliable passive income rolling in.
Year-over-Year Comparison
Compared to June 2025 (net €2,176.31), this is a solid increase of €274.28 or +12.6 %.The growth was helped by the normal payment timing of NN Group (NN.AS), which arrived in June this year.
Portfolio Changes
New positions
- H2O America (HTO)
- Intact Financial (IFC.TO)
Increased stakes
- WTRG, ES, UPS, UNP, JEIP.DE and JEQP.DE
Exited
- Kraft Heinz (KHC)
- Kontoor Brands (KTB)
Dividend changes
- Several strong increases, most notably from Visa (V) and Metro (MRU.TO).
- Unfortunately, Flowers Foods (FLO) and LyondellBasell (LYB) implemented dividend cuts.
Where the Money Came From in June 2026
Top quarterly payers- Brookfield Infrastructure (BIPC) → €164.12
- Target (TGT) → €112.35
- Brookfield Renewable (BEPC) → €107.73
- United Parcel Service, Inc. (UPS) → €111.67
- Digital Realty (DLR) → €127.81
- Enbridge Inc. (ENB.TO) → €135.40
Monthly payers
- JPM Nasdaq Equity Premium Income (JEQP.DE) → €134.96
- JPM Global Equity Premium Income (JGPI.DE) → €139.35
- Main Street Capital (MAIN) → €75.51
- Realty Income (O) → €44.14
First Half of 2026 & Cumulative Progress
January–June 2026 net dividends = €13,201.84 → Average €72.94 per day / €3.04 per hour for the first half of the year.
This month pushed my all-time cumulative net dividend income to €218,419.66
2026 Target Update
Halfway through the year, I’ve reached 53.9 % of my €24,500 net passive income goal. The portfolio is performing well, though exchange rate movements (EUR vs USD/CAD) will still have a big say in the final outcome.
Final Thoughts
A strong June helped push the first half well above last year’s pace. The portfolio keeps improving through new additions, position increases in quality names, and organic dividend growth — even after a couple of expected cuts.The second half of 2026 is looking promising. I’ll be back at the end of July with the next update.
Happy investing and enjoy the summer!
Disclosure: I hold long positions in all the above-mentioned stocks and ETFs except the exited KHC and KTB.
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