In Y2021 we received 1 251€💰passive income or +20%↗️ growth from 1 045€ in Y2021.
This year #1 income genertor was Farmer loans interest🚜 – more then a year have passed since New investment class – crowdlending hit my portfolio and with 2k€ it generates most of my income. A year and zero defaults!
#2 Ignitis🔌 – its my #2 largest investment as well. Nice steady semi-annual dividend increase as promised in IPO. With price <20€ I might add few more shares.
#3 Baltic horizon🏢 – skipped Q4 dividends due to “switch to semi-annual dividends”. This heavy leveraged REIT might face major interest issue with refinancing of 50m€ bonds and EURIBOR closing to 3%. Dividend cut is more then likely in 2023 so the price has nosedived to just 0,6€. Well I still see some recovery possibility so I will hold.
#4 Tallina Kaubajama🛒 – dividends back to +100€. My oldest investment that I’m very happy of.
#5 Altria🚬 – so far so good tabacco industry remains strong.
Rest of the list is bellow. Total 29 dividend payers, 2 new, 2 divested.
| Company | 2021 Dividends | 2022 Dividends | YoY |
| 🚜Farmer loans (interest) | 41,2€ | 186,2€ | +135,0€ |
| 🔌Ignitis | 99,3€ | 131,7€ | +32,4€ |
| 🏢Baltic Horizon Fund | 100,0€ | 128,8€ | +28,8€ |
| 🛒Tallinna Kaubamaja | 96,2€ | 107,5€ | +11,3€ |
| 🚬Altria Group | 85,4$ | 89,3$ | +3,9$ |
| 🌱AUGA bond (interest) | 60,8€ | 60,8€ | – |
| 📶AT&T | 80,0$ | 52,1$ | -27,9$ |
| 💧Tallinna Vesi | 48,4€ | 48,4€ | – |
| ⛽British petroleum | 63,5€ | 38,0€ | -25,5€ |
| 📶Verzon Communications | 35,7$ | 36,1$ | +0,4$ |
| ⛽Royal Duch Shell | 22,0€ | 34,7€ | +12,7€ |
| 🍅Kraft Heinz | 33,6$ | 33,6$ | – |
| 💊Jonson & Jonson | 29,3$ | 31,1$ | +1,8$ |
| 🔌Southern | 27,4$ | 28,2$ | +0,8$ |
| 🏢SL Green | 21,0$ | 24,1$ | +3,1$ |
| 🔌Consolidated edison | 21,6$ | 22,0$ | +0,4$ |
| 🚿Unilever | 15,3€ | 20,4€ | +5,1€ |
| 🥘General mills | 20,0$ | 20,6$ | +0,6$ |
| 🏢Realty Income | 18,7$ | 20,4$ | +1,7$ |
| 📶Telia | – | 17,0€ | +17,0€ |
| 💊Pfizer | 17,6$ | 18,0$ | +0,4$ |
| 🚿Proctor & Gamble | 16,8$ | 17,8$ | +1,0$ |
| 🔌American Electric Power | 16,7$ | 17,8$ | +1,1$ |
| 🛠3M | 16,4$ | 16,8$ | +0,4$ |
| 🔌Enefit green | – | 15,4€ | +15,4€ |
| 💻Cisco Systems | 15,5$ | 16,0$ | +0,5$ |
| 🛡General dynamics | 9,9$ | 13,8$ | +3,9€ |
| 💻Intel | 11,5$ | 12,4$ | +0,9$ |
| 🏢Simon Property group | 38,5€ | 11,6$ | -26,9$ |
| ⛽Exxon Mobil | 36,5$ | – | -36,5$ |
| 🏢Brookfield Property | 36,5$ | – | -36,5$ |
| Total | 1 045€ | 1.251€ | +206€ |
Project 2035 