Month review May 2015 – Pollie’s Vrijheid Fonds

Okay it is time again to tell you how much passive income I have received in May. The month May is (probably) my biggest month for my Vrijheid Fonds this year. I had two dividend increases. Ahold raised its dividend with 2.10% and Procter & Gamble with 3.00%. These increases are not very big, but I like them.

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 € 364.68 ($ 398.75) in passive income.

If we take a closer look, the dividend was coming from:

Ahold (AH.AS) € 180.74
AT&T (T) € 21.93
Procter & Gamble (PG) €9.28
Realty Income (O) € 7.37
Mutual Funds € 145.53

That makes a total of € 364.68, this is a 10.9% increase from last years May.

For an update of my Dividend Income click the hyperlink.

In 2015 I received a total in passive income of € 725.94

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

My total portfolio value at the end of April is $58,671, which is a decrease of 1.66% over last month (€ 57,714). I again donated € 400 of fresh capital to my Vrijheid Fonds.

This month I sold all my shares of my sustainable mutual fund. This is a tax friendly fund, because you do not pay dividend taxes and wealth taxes. However I did some math and looked at the return on investment for this particular mutual fund. I calculated that the low ROI was not compensated by all the tax advantages. So that made the decision very easy. I decided to sell!
I think I can get more results from stocks, even if I have to pay taxes.

With this sell I will lose € 19.45 of projected dividend for 2016. I have collected the dividend for 2015 already.

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

Thanks for reading!



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