Polliesdividend

January 2018, Month review of my Vrijheid Fonds

My month review of my Vrijheid Fonds

The first month of 2018 is already behind us. So it is time to tell you the status of my Vrijheid Fonds and report my passive income for this month. January traditionally is a slow dividend income month.

Month review

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.

 

Dividend

In total I received € 50.13 ($ 62.44) in passive income in January. My Vrijheid Fonds had two dividend increases. Franklin Resources (BEN) raised its dividend with a whooping 15% and Realty Income with 0.2% I really love this kind of increases. Okay this was the good news. Now the bad news, I also had one dividend decrease 🙁 , General Electric slashed its dividend in half.

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

  • Franklin Resources (BEN) € 7.84
  • General Electric (GE) € 4.91
  • Realty Income (O) € 12.32
  • Vereit (VER) € 9.38
  • Wal-Mart (WMT) € 15.66

 

YoY dividend income

That makes a total of € 50.12. This is a decrease of 10.12% from last years January. This decrease was mainly due to GE slashing its dividend in half and because of the lower value of the Dollar in 2018 in comparison to 2017 (13.4% lower).

 

www.polliesdividend.com

 

For an update of my Dividend Income click the hyperlink.

In 2018 I received a total in passive income of € 50.13.

 

Vrijheid Fonds

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

My total portfolio value at the end of January is €90.167 ($112.322), which is a decrease of 0.8% over last month December (€ 90,894). We saw a cooling down of the market last. Maybe a buying opportunity will occur 😉

 

www.polliesdividend.com

 

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

Furthermore I bought some extra Realty Income (O). Read this post for some more information about this recent buy.

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. 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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7 thoughts on “January 2018, Month review of my Vrijheid Fonds

  1. Team CF

    Ah, an actual decrease in dividend, not the exchange rate that is carrying the biggest punch. What are you going to do with GE? Keep it or sell it an replace with another company?

    1. Pollie Post author

      Also the exchange rate is causing lower numbers
      I think I will keep GE because they represent just a very small part of my Vrijheid Fonds.

  2. Mr. Robot

    GE is a painful matter I’m sure. I’m also curious to know what you are going to do about it, ride out the storm or sell and buy something else. Good luck making that choice!

    1. Pollie Post author

      Yes GE is painful and the exchange rate also. But hey I gotta live with it.
      I think I will keep GE because they represent just a very small part of my Vrijheid Fonds.

  3. Pursuit 2 Freedom

    Ouch, dividend cuts are never fun. And GE had a rough road the last couple of years. Good luck with the company.

    We all “suffer” from the currency exchanges here in Europe. But look at it from the bright side. US stocks became 13,4% cheaper and if you don’t convert to Euro’s then it’s a paper loss only! 🙂

  4. Dividend Diplomats

    Ignore the overall decrease Pollies! GE’s dividend cut was unique and it was not indicative of the growth realized in the rest of your portfolio. Great job this month and I like the increases from BEN a lot. Cheers

    Bert

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