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July 2017, Month review of my Vrijheid Fonds

My month review of my Vrijheid Fonds.

Another month has passed and it is time to write a post. A post about my favorite topic, dividends!  I hope this post inspires other people out there to start saving and investing as soon as they can.  The power you feel knowing that you are richer than you were yesterday and you didn’t have to work a minute for it, is a wonderful feeling.

 

Month review

 

Okay lets see how much passive income I have received in July. And what kind a month it was for my Vrijheid Fonds. I had just one dividend increase. Realty Income raised its dividend with 0.20%. It is small, but very welcome!

Dividend

Lets take a look at the numbers and tell you the status of my Vrijheid Fonds and report my passive income for this month. In total I received € 56.31 ($ 66.58) in passive income.

If we take a closer look, the dividend was coming from:
Coca Cola (KO) € 21.28
Franklin Resources (BEN) € 7.19
General Electric (GE) € 10.35
Realty Income (O) € 7.60
Vereit (VER) € 9.89

 

YOY Increase

Last year I received a super dividend from Ahold-Delhaize. To compare my passive income from this month with last years July, I have to remove this super dividend from the equation.

This year I received a total of € 56.31 dividend vs. € 49.83 dividend last years July. This is a 13% increase in passive income. It feels great when money is coming in that has worked for me!

 

www.polliesdividend.com

 

For an update of my Dividend Income click the hyperlink. In 2017 I received a total in passive income of € 1,652.59

 

Vrijheid Fonds

If we take a look at my Vrijheid Fonds (Freedom Fund), we can see that the value is higher than last month.

My total portfolio value at the end of July is $82,726 that is an increase of 1.21% over last month (€ 81,740). As you readers know, the exchange rate of the Dollar has a big influence on the value of my Vrijheid Fonds. This because 53% of my Vrijheid Fonds consists of US-stocks. Because we saw a relatively big decline in the value of the Dollar in relation to the Euro, the total value hasn’t grown much, while the share prices have risen.

 

www.polliesdividend.com

 

I again donated € 400 of fresh capital to my Vrijheid Fonds and € 100 for in a mutual fund for my “Safe-haven-sleep-well” part of my Vrijheid Fonds.

This month I purchased 50 stocks of The Southern Company. For my analysis Pollie-style see my post on The Southern Company. For more information about my new buy, see here.

Again this month I made a nice step in my journey.

Thanks for reading!

Cheers,

Pollie

 

Note:

Because all figures I give are in Euro’s. And because the exchange rates is not constant (duh…) my passive income changes per month (even if the dividend stays the same). For the record: I only post my passive income from dividend the month I received it on my brokers account. And it is after taxes.

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12 thoughts on “July 2017, Month review of my Vrijheid Fonds

  1. Roadrunner

    The weak USD is also hurting me. At the beginning of the year I was wondering when will we see parity in EUR/USD, and now we’re close to 1.2
    Anyway, over the long term with continuous investing, the exchange rate is also averaging…

  2. Stashing Dutchman

    Not bad, for an off month! The strengthening euro also put some pressure on my portfolio… (About 80% of my portfolio is in US stocks) However, I don’t really mind it. It means I can buy even more US stocks with the same amount of euro’s, whenever I deposit some fresh capital :).

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