Dividend Portfolio Review: New Dividend Record

It's May and this is the best time of the year for a German dividend investor as this is the month where most of Germany's companies distribute their annual dividends. As such it was no surprise that May set a new record in dividend income but I am still baffled by the amount and the growth compared to the previous year.
Having been on holidays to Greece for the best part of two weeks, I was not that active in the second half of the month but some heavy buying and selling during the first 2-3 weeks more than made up for it. I have not employed anything like "Sell in May and Go Away!" despite the ongoing rise in valuations.
Portfolio Changes | 2 new stocks, 0 sales and 20 repurchases I spent a net total of $3,558 in May and grew the portfolio with two new stocks: JD.com (JD) and Vonovia (OTCPK: VONOY).
The dominant purchase in May was clearly Micron Technology (MU) with 21 shares and the dominant (partial) sale Gilead Sciences (GILD) with 10 shares.
Although Gilead recently missed estimates top and bottom line that was not the reason why I trimmed my shares. I understand that the progress Gilead is making is very slow as HCV sales have still not found their bottom, HIV sales showed less momentum than previously expected while the impact of the Kite acquisition will take time to materialize. I still remain very long in the stock and also remain confident that the current yield of almost 3.2% is a great long-term opportunity. However, I simply found... Read more