As in 2019 we look how companies that we are invested changed their dividends in 2020:
Company | Y2019 Dividends | Y2020 Dividends | Change |
💧Tallinna Vesi | 0,750 | 1,000 | +33% |
💊Jonson&Jonson | 0,950 | 1,010 | +6% |
💊Pfizer | 0,342 | 0,361 | +6% |
🚿Proctor & Gamble | 0,746 | 0,791 | +6% |
🔌American Electric Power | 0,700 | 0,740 | +6% |
💻Intel | 0,315 | 0,330 | +5% |
🥘General mills | 0,490 | 0,510 | +4% |
🛒Tallinna Kaubamaja | 0,710 | 0,730 | +3% |
🔌Southern | 0,620 | 0,640 | +3% |
🔌Consolidated Edison | 0,740 | 0,765 | +3% |
💻Cisco Systems | 0,350 | 0,360 | +3% |
📶Verzon Communication | 0,615 | 0,629 | +2% |
📶AT&T | 0,510 | 0,520 | +2% |
🛠3M | 1,440 | 1,470 | +2% |
🏢Brookfield Property Partners | 0,330 | 0,333 | +1% |
🍅Kraft Heinz | 0,400 | 0,400 | – |
⛽Exxon Mobile | 0,870 | 0,870 | – |
🏢Baltic horizon | 0,027 | 0,026 | -2%* |
🛠Harju Electrics | 0,180 | 0,140 | -22% |
🏢Simon Property Group | 2,100 | 1,300 | -38% |
⛽British petroleum | 0,105 | 0,053 | -50% |
⛽Royal Dutch Shell | 0,470 | 0,167 | -65% |
🏦Wells Fargo | 0,510 | 0,100 | -80% |
Again as in 2019 we have low dividend growth portfolio with annual increases of 2-6%↗️. Looks like my two Healthcare JNJ and PFE💊 stocks were the most growing their dividends. This makes me wonder to increase my holdings there as it makes only 8%. Two holdings KHC🍅 and XOM⛽ maintained their dividends. Took a look at how KHC is doing and actualy doing quite well, growing sales and cash flow. Ignore the Net loss due to goodwill writr-offs its a none-cashflow item, company generates profit and grows it. GIS🥘 finally increased dividends this year.
The we have a bottom reds🔻dominated by Oil and REIT companies. Sad about BPY🏢 that managed to hold their juicy dividends and even increased if compared 2019 to 2020. So my largest holding BH🏢 recovered dividends in Q4 and now has only -2% YoY. SPG🏢 slashed its dividends by suprisingly small -38%, I actualy predicted by half. Then came the oil companies – major disappointments of 2020: BP⛽ -50% actualy bearable cut, but RDSA⛽ -65% or cut by x3 was too much and if not 35€ fee for sale in AMSD exchange it would be sold. Now RDSA is put in a L/T investment box with a hope that it will turn out to become leading renewable company in the future. Actualy I have such hopes for both BP and RDSA that in 10-20y they will become leading global renewable companies. This is the way (cheesy saying from one serial) 😊 XOM should follow, but I think that they could remain more into oil then the European counterparts. Last we have WFC🏦 my main investment mistake in 2020. I had a very good Lesson learned – stick to your strategy. For that I thank 2020.
Nice summary! Will you be looking to sell XOM and WFC or continue to hold?
LikeLiked by 1 person
Already sold WFC, holding XOM for now, hopefuly it will become good renewable in LT perspective.
LikeLiked by 1 person