Investment Week 8/25

 

# Stock portfolio value

- 742 949 EUR

# Purchases 

- 15 Atkore

- 10 Olympia Financial Group  

# Received Dividends

- 12 USD Zions Bank

-   8 USD APA

-   8 USD Synchrony Financial

- 48 CAD Whitecap Resources

-   6 CAD Freehold Royalties

-   4 CAD Mullen Group

# Dividends this year

-     63 EUR

- 3458 USD 

-   673 CAD  

# Portfolio debt

-  ~ 11 %

January 2025 Summary

 # Sold 

- 107 Cleveland-Cliffs

# Purchases

- 200 Whitecap Resources

-   60 CNA Financial

-   30 Cogeco

-   30 Old Republic International

-   25 Bank OZK

-   20 Buckle

# Received Dividends

-     63 EUR Kesko

- 1540 USD Old Republic International

-   971 USD Buckle

-   333 USD Altria Group

-   125 USD Dillard's

-     42 USD Bank OZK

-     33 USD PACCAR

-     24 USD American Financial Group

-     22 USD Blue Owl Capital

-     18 USD Main Street Capital

-     14 USD Best Buy

-     12 USD Northern Oil And Gas

-       9 USD EOG Resources

-       8 USD Cincinnati Financial

-       7 USD Hartford Financial Services

-       7 USD Comcast 

-       4 USD Steel Dynamics

-       1 USD Eagle Material

-     56 CAD Goeasy

-     45 CAD Canadian Natural Resources

-     41 CAD First National Financial

-     36 CAD Whitecap Resources

-     34 CAD Veren

-     33 CAD Power Corp. Of Canada

-     26 CAD Toronto Dominion Bank

-     22 CAD National Bank Of Canada

-     22 CAD Labrador Iron Ore Royalty

-     20 CAD Canadian Imperial Bank 

-     14 CAD AGF Management

-     12 CAD Imperial Oil

-     12 CAD Olympia Financial Group 

-     10 CAD Canadian Western Bank

-       6 CAD Freehold Royalties

-       6 CAD Nutrien

-       4 CAD Mullen Group

# Totals

-     63 EUR 

- 3170 USD

-   399 CAD

Investment Week 7/25

 

# Stock portfolio value

- 737 419 EUR

# Purchases 

- 100 Handelsbanken

-   20 Artisan Partners 

# Received Dividends

- 155 USD AbbVie

-   49 USD Unum Group

-   18 USD Main Street Capital

-   12 USD Citizens Financial Group

-     9 USD Ally Financial

- 175 CAD Cogeco

-   41 CAD First National Financial 

# Dividends this year

-     63 EUR

- 3430 USD 

-   615 CAD  

# Portfolio debt

-  ~ 11 %

Investment Week 6/25

 

# Stock portfolio value

- 730 052 EUR

# Purchases 

- 100 Nordea Bank

-   45 Evli

# Received Dividends

- 16 USD PNC Financial

-   1 USD Dillard's

# Dividends this year

-     63 EUR

- 3187 USD 

-   399 CAD  

# Portfolio debt

-  ~ 11 %

Investment Week 5/25

 

# Stock portfolio value

- 722 150 EUR

# Purchases 

- 100 Whitecap Resources

-   20 CNA Financial

# Received Dividends

- 971 USD Buckle

-   12 USD Northern Oil And Gas

-     9 USD EOG Resources

-     7 USD Comcast 

-   33 CAD Power Corp. Of Canada

-   26 CAD Toronto Dominion Bank

-   22 CAD National Bank Of Canada

-   22 CAD Labrador Iron Ore Royalty

-   20 CAD Canadian Imperial Bank 

-   12 CAD Olympia Financial Group 

# Dividends this year

-     63 EUR

- 3170 USD 

-   399 CAD  

# Portfolio debt

-  ~ 11 %

Investment Week 4/25

 

# Stock portfolio value

- 717 017 EUR

# Sold 

- 107 Cleveland-Cliffs

# Purchases 

- 40 CNA Financial

- 15 Cogeco

# Received Dividends

- 63 EUR Kesko

- 42 USD Bank OZK

- 24 USD American Financial Group

# Dividends this year

-     63 EUR

- 2171 USD 

-   264 CAD  

# Portfolio debt

-  ~ 11 %

December 2024 Summary

 

# Sold

- 41 Stellantis

- 18 Lamb Weston

# Purchases

- 110 Old Republic International

-   70 Parex Resources

-   50 Cenovus Energy

-   40 Amerisafe 

-   20 Suncor Energy

-   20 EQB Inc

-   20 Buckle

-   15 Tourmaline Oil Corp

# Received Dividends

- 104 EUR Stora Enso

- 202 USD Amerisafe

- 166 USD Old Republic International

- 115 USD Investors Title

-   79 USD Prudential Financial

-   77 USD Haverty Furniture Companies

-   77 USD Jackson Financial

-   67 USD LyondellBasell Industries

-   60 USD Guess

-   53 USD Principal Financial Group

-   50 USD Corebridge Financial

-   48 USD Ares Capital

-   44 USD CNA Financial

-   38 USD Gilead Sciences

-   24 USD Equitable Holdings

-   24 USD Radian Group

-   22 USD Organon

-   22 USD Discover Financial 

-   22 USD Main Street Capital

-   18 USD T. Rowe Price Group

-   18 USD Truist Financial

-   18 USD Main Street Capital

-   14 USD Marine Products

-   13 USD Phillips 66

-   13 USD M&T Bank

-   12 USD Expand Energy

-   12 USD Carters

-   12 USD Viatris

-   12 USD Tapestry

-   11 USD W.R. Berkley

-   10 USD Chord Energy

-   10 USD Valero Energy

-     9 USD Agco

-     9 USD Bank Of America

-     8 USD American International

-     7 USD Civitas Resources

-     7 USD Johnson & Johnson

-     6 USD Brunswick

-     6 USD Boise Cascade

-     6 USD CNO Financial Group

-     5 USD Harley-Davidson

-     5 USD Marathon Petroleum

-     5 USD Aflac

-     5 USD Devon Energy

-     4 USD Ovintiv

-     4 USD Primerica

-     4 USD Elevance Health

-     3 USD Blue Owl Capital

- 150 CAD Manulife Financial

- 147 CAD Enbridge

- 141 CAD First National Financial

-   53 CAD Parex Resources

-   41 CAD Pembina Pipeline

-   37 CAD Suncor Energy

-   36 CAD Whitecap Resources

-   36 CAD Whitecap Resources

-   22 CAD Great-West Lifeco

-   21 CAD Sun Life Financial

-   21 CAD Russel Metals

-   19 CAD Tourmaline Oil

-   18 CAD Cenovus Energy

-   13 CAD iA Financial Corp

-   13 CAD High Liner Foods

-   12 CAD Olympia Financial Group

-     9 CAD EQB

-     8 CAD Finning International

-     6 CAD Freehold Royalties

-     6 CAD Gildan Activewear

-     4 CAD Mullen Group

-     3 CAD Linamar Corp

# Totals

-   104 EUR

- 1456 USD

-   816 CAD

Investment Week 3/25

 

# Stock portfolio value

- 714 433 EUR

# Purchases 

- 20 Buckle

- 15 Cogeco

# Received Dividends

- 1540 USD Old Republic International

-     22 USD Blue Owl Capital

-     18 USD Main Street Capital

-       8 USD Cincinnati Financial

-       1 USD Eagle Materials

-     41 CAD First National Financial

-     36 CAD Whitecap Resources

-     14 CAD AGF Management

-       6 CAD Freehold Royalties

-       6 CAD Nutrien

-       4 CAD Mullen Group

# Dividends this year

- 2105 USD

-   264 CAD  

# Portfolio debt

-  ~ 11 %

Investment Week 2/25

 

# Stock portfolio value

- 693 135 EUR

# Purchases 

- 100 Whitecap Resources

-   25 Bank OZK

# Received Dividends

- 333 USD Altria Group

- 125 USD Dillard's

-   33 USD PACCAR

-   14 USD Best Buy

-     4 USD Steel Dynamics

-   56 CAD Goeasy

# Dividends this year

- 516 USD

- 157 CAD

# Portfolio debt

-  ~ 11 %

Investment Week 1/25

 

# Stock portfolio value

- 698 905 EUR

# Purchases 

- 30 Old Republic International

# Received Dividends

- 50 Corebridge Financial

- 48 USD Ares Capital

- 38 USD Gilead Sciences

- 13 USD M&T Bank

-   8 USD American International

-   7 USD Hartford Financial Services

-   5 USD Devon Energy

-   4 USD Ovintiv

- 45 CAD Canadian Natural Resources

- 41 CAD Pembina Pipeline

- 36 CAD Whitecap Resources

- 34 CAD Veren

- 22 CAD Great-West Lifeco

- 21 CAD Sun Life Financial

- 19 CAD Tourmaline Oil

- 18 CAD Cenovus Energy

- 12 CAD Imperial Oil

- 12 CAD Olympia Financial Group

- 10 CAD Canadian Western Bank

-   9 CAD EQB 

# Dividends 2024

- 21573 EUR

- 10361 USD 

-   4803 CAD

-       60 SEK

# Dividends this year

-     7 USD

- 101 CAD

# Portfolio debt

-  ~ 11 %

2024 Summary And 2025 Goals!

Dividends 2023:

- 20672 EUR

-   6945 USD 

-   3382 CAD

Dividend Goals for 2024:

- 21000 EUR

-   9000 USD

-   5000 CAD

Dividends 2024:

- 21573 EUR

- 10361 USD 

-   4803 CAD

-       60 SEK

Dividend Goals for 2025:

- 23000 EUR

- 12500 USD

-   6500 CAD