Month review of my Vrijheid Fonds – March 2018.
The first quarter of 2018 is history, time really flies. Now it is time to see what the month March has brought me. March is always a good month. It is the last month of the quarter and a lot of companies pay dividend in March. And I love these kind of months 😉
This is a blog 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.
In total I received € 482.01 ($594.20) in passive income in March. My Vrijheid Fonds had four dividend increase this month! Archer-Daniels-Midland raised its dividend with 4.7%, BHP Billiton with a whooping 28%, AFLAC raised its dividend with 15.56% and Chevron with 3.7%. Just click on the companies name to see more information about these increases. In total my Vrijheid Fonds has had already 9 dividend raises this year.
If we take a closer look, the dividend was coming from:
- Royal Dutch Shell A (RDS) € 118.78
- Unilever (UN) € 76.44
- Aflac (AFL) € 8.61
- Acher-Daniels-Midland (ADM) € 9.47
- Billiton PLC – ADR (BBL) € 33.00
- Chevron (CVX) € 29.93
- Johnson&Johnson (JNJ) € 26.06
- McDonalds (MCD) € 14.63
- Microsoft (MSFT) € 9.26
- Realty Income (O) € 18.12
- Southern Company (SO) € 20.00
- Target (TGT) € 29.93
- Mutual Fund: NN Premium Dividend Fund €67.23
- Rabobank Certificate € 22.34
That makes a total of € 482.01, this is a 0.64% decrease from last years March. This decrease has two major causes.
First Royal Dutch Shell has stopped the possibility to reinvest their dividend by mains of script dividend. Up on till the end of 2017 I recorded the dividend of RDS as gross dividend, because the script dividend was paid from the gross dividend. Now the possibility of script dividend has ended, I have to drip from my net dividend ;-( . And that is why from now on, I will state the net dividend from RDS in my overviews.
The second cause is that my mutual fund: NN Euro Obligatie Fonds (Euro Bond Fund) will no longer issue a quarterly dividend from 2018 onwards. From this year on, the dividend payment will take place once a year. From now on, the dividend will be paid in July. For more information, take a look at my post on NN Euro Obligatie Fonds. Last year in March I received a total dividend of €38.78 from this mutual Fund.
Now that we know the two major changes in this month, I can calculate my real dividend increase for March 2018 in comparison with March of 2017. If I take the dividend of NN Euro Obligatie Fonds out of the equation, my Vrijheid Fonds had an increase of 7.99% from last years March.
This is great! DGI at work!
For an update of my Dividend Income click the hyperlink.
In 2018 I received a total in passive income of € 685.87
If we take a look at my Vrijheid Fonds (Freedom Fund), we can see it was a good month.
My total portfolio value at the end of March is $88,166, which is an increase of 1.62% over last month (€ 86,763). I again donated € 400 of fresh capital to my Vrijheid Fonds and I bought € 234 worth of mutual Funds for my “Safe-haven-sleep-well” part of my Vrijheid Fonds.
Again this month I made a nice step in my journey.
Thanks for reading!
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.