6.04.2024

I want the gap to widen

That the outcome was better than the forecast in the diagram below is a combination of the fact that a few of our holdings have increased their dividend by a couple of ¢ and the exchange rate difference between SEK and $.

In this chart, where I have removed extra dividends, the gap between outcome and forecast is significantly smaller than in the other two charts. My hope is that the gap will get bigger and bigger with each passing month. For this to happen, either the ordinary dividend must increase or the US dollar must strengthen.

Click to enlarge

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