October is already more than halfway through, and with winter slowly approaching, it’s time for one of my favorite updates — a look back at the dividend income my portfolio generated in September.
In September 2026, my portfolios generated a gross total of €3,276.34 ($3,780.20) in dividends and distributions. After withholding taxes, the net amount received was €2,426.24 ($2,799.38).
That breaks down to:
- €80.87 per day
- €3.37 per hour
Year-over-Year Comparison
Compared to September 2025 (net €2,178.51), this is an increase of €247.73 or +11.4 %.
Portfolio Changes
New positions
- H2O America (HTO)
- Intact Financial (IFC.TO)
Position growth
- Increased stakes in WTRG, UPS, UNP, ARCC, Main Street Capital (MAIN), and JEQP.DE
Exited
- Kraft Heinz (KHC)
Dividend changes
- Several solid increases, most notably from BW LPG (BWLPG), NextEra Energy (NEE), and Visa (V). Unfortunately, Flowers Foods (FLO) and LyondellBasell (LYB) cut their dividends.
Where the Money Came From in September 2026
Top quarterly payers
- Brookfield Infrastructure (BIPC) → €164.80
- Target (TGT) → €115.55
- United Parcel Service (UPS) → €112.90
- Ares Capital (ARCC) → €126.52
- Enbridge (ENB.TO) → €135.99
Strong monthly contributors
- JPM Nasdaq Equity Premium Income (JEQP.DE) → €154.50
- Main Street Capital (MAIN) → €97.96
- JPM Global Equity Premium Income (JGPI.DE) → €82.76
- Realty Income (O) → €44.40
Year-to-Date & Cumulative Progress
By the end of September, net dividend income for 2026 reached €18,847.69
→ Average €69.04 per day / €2.88 per hour YTD.
This month’s dividends increased my all-time cumulative net dividend income to
€224,065.51.
€224,065.51.
2026 Target Update
Final Thoughts
September delivered a strong result with healthy year-over-year growth. The combination of new positions, continued increases in core holdings, and solid dividend raises more than offset the impact of a couple of cuts.
The final quarter of 2026 is now underway. I’ll report back once the October numbers are in.
Happy investing!
Disclosure: I hold long positions in all the above-mentioned stocks and ETFs except the exited KHC.





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