November 2015: Dividend Income, Trading Activity and Portfolio Snapshot

Apologies for the delayed portfolio update at the end of the year. I have been rather busy with all my other responsibilities!

Every month I am going to be providing a breakdown of the dividend income received from my shares. The overall monthly total will be included on the main “Dividends Received” page.

• Banco Santander--£3.36
• Carillion--£8.95
• Bought 2 new shares
• Hansteen--£12.54
• Bought 10 new share
• Procter & Gamble--£1.84
• Sky--£12.92
• Bought 1 new share
• WPP--£13.36

Total for October: £52.97 ($80.02).

May 2015: Dividend Income, Trading Activity and Portfolio Snapshot

Every month I provide a breakdown of the dividend income received from my investments as well as various updates on my goal progress and other portfolio activity for the month.

• Amlin--£42.71
• Bought 8 new shares.
• Banco Santander--£10.18
• Bought 2 new shares. The last of the higher dividend payouts.
• Hansteen Holdings--£34.20
• Bought 27 new shares.
• Interserve--£43.40
• Bought 6 new shares.
• Old Mutual--£19.88
• Bought 8 new shares.

Total for May: £150.37 ($229.83).

To see my overall dividend totals and those from previous months see my Dividends Received page.

BUY: Hansteen Holdings (HSTN)--Made of the REIT stuff?

Price: 113.669
Shares: 570
Predicted annual dividend income: £28.50

March has been a busy month again. Less than a fortnight in and I have added three new positions to my portfolio: Amlin, Babcock and this one.

"Which one?" I hear you call. The newest is the real estate investment trust (REIT), Hansteen Holdings (LON:HSTN). With a market cap of about £780 million it sits nicely in the FTSE 250 index.

I have been watching Hansteen for some time. Sadly, I was attracted away from investing in them when they were trading for between 100p and 105p for a long time.

Sometimes that happens. I'd rather be overly patient than overly rash.

Hansteen--like many property investment companies--has a pretty simple business model. Buy property, manage it and distribute rental profits to investors. Excellent.

Hansteen in particular targets industrial units. It looks to buy them when they have lower occupancy rates. Manage them and seek to fill the rental space. Then when the occupancy rates are higher they often look to sell them on at a profit before doing a "wash, rinse, repeat" job.

The simplicity of this is very comforting.