September 2017, Month review of my Vrijheid Fonds

My monthly review of my Vrijheid Fonds.

Yes, this weekend it was spreadsheet day 😉


Month review


And so it is time to write a post about my favorite topic, dividends. Let see how much passive income I have received in September. The last month of a quarter is always a good month. So what kind of month was it for my Vrijheid Fonds. I had two dividend increases. Target raised its dividend with 3.3% and BHP Billiton with 7,5%.



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 € 438.51 ($ 518.03) in passive income.

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

Royal Dutch Shell A (RDS) € 140.20
Unilever (UN) € 74.05
Aflac (AFL) € 7.42
Archer-Daniels-Midland (ADM) €9.44
Billiton PLC – ADR (BBL) € 21.84
Chevron (CVX) € 27.198
Johnson&Johnson (JNJ) € 27.20
McDonalds (MCD) € 14.20
Microsoft (MSFT) € 8.98
Realty Income (O) € 7.61
Southern Company (SO) € 20.87
Target (TGT) € 31.23
Wal-Mart (WMT) € 16.52
Rabobank Certificate € 22.34
Tax correction (OHI) € 4.92
Tax correction (O) € 3.71


YoY Increase

That makes a total of € 438.51, this is a 23.25% increase from last years September. I proud of this increase. This means that my snowball is slowly getting momentum.



For an update of my Dividend Income click the hyperlink.

In 2017 I received a total in passive income of € 2323.10


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 September is €84.924, which is an increase of 3.75% over last month (€81,851). I again donated € 400 of fresh capital to my Vrijheid Fonds and € 100 for my mutual Fund for my “Safe-haven-sleep-well” part of my Vrijheid Fonds.



The exchange rate of the Dollar against the Euro has a big influence on the value of my Vrijheid Fonds. More than half of my Vrijheid Fonds consist of US-stocks. And because the Dollar has gained momentum since last month, the value of my Vrijheid Fonds has risen.

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.




14 thoughts on “September 2017, Month review of my Vrijheid Fonds

    1. Pollie Post author

      And I don’t have a Crystal, ball, so I don’t know how all these companies will act during the next crash.
      What I do know is, that they are all very solid companies with a large track record. Especially dividend aristocrats have proven to be very reliable companies. And that’s why I bought these companies.
      But the future will tell



    1. Pollie Post author

      Hello Stashing Dutchman,

      Every year the IRS (USA) recalculates the taxes on dividend and pays back the taxes the took to much. REIT’s dividends aren’t taxed. So that is what you get back..



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