The hunt for the record year 2019 is in full swing

Today we received several dividends, mainly in our endowment insurance with Nordea. The fact that the US dollar today weakened against the Swedish krona at the same time that the share price of Realty Income Corporation Common Stock (O) was ¢12 lower compared to yesterday meant that we chose to increase our holding in (O) today. We are not even halfway to the number of shares we have as a target in (O), depending on the outside world, the target can be revised.

Assuming none of our holdings cut their dividends, it is already established that 2024 will be our second best dividend year ever. Even if we wouldn't receive a single cent in extra dividends for the rest of the year.

However, if our "engines" (FDUS) and (MAIN) continue their extra dividends for the rest of the year, the gap to 2019 will narrow significantly. I expect we won't reach the 2019 dividend until 2026 at the earliest. Which is an acceptable result given the damage that Covid-19 did to our portfolios and the fact that we significantly reduced our risk-taking afterwards, resulting in a much lower return.