As expected, it wasn’t quite as strong as my original forecast. We sold some of our dividend holdings to make room for growth stocks in the long term, which naturally affected this month’s payout.
That said, it could have been a lot worse, and overall I’m reasonably satisfied with the result.
Looking at the chart below, the difference between actual dividends received (where the green bar represents executed ordinary dividends and the red bar represents executed extra dividends) and my original forecast (blue bar) is unfortunately very clear.
Our only realistic chance of getting these two bars closer to the same height is if our holdings pay out significantly more special dividends than I currently expect, and if the US dollar strengthens substantially against the SEK in the near future.
This needs to happen soon if we want any hope of closing the gap this year.
Click to enlarge
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