May-June is Dividend Season!

[vand]

I dunno about anyone else, but I always look forward to this time of year as the dividends payouts tend to start coming in, and May & June in particular for the initial bumoer dividend rush from my HYP.

If payouts were evenly distributed throughout the year then each month you would receive 8.33% of your annual total dividends, but here's how my own distrubtion looks:

Jan 2.01%
Feb 8.66%
Mar 5.68%
Apr 3.91%
May 21.25%
Jun 11.88%
Jul 2.60%
Aug 10.02%
Sep 9.06%
Oct 8.79%
Nov 9.93%
Dec 6.21%

Go on holiday in Jul, then come back for a another solid 4 month of above average payouts from Aug-Nov!

[Itsallaguess]

If payouts were evenly distributed throughout the year then each month you would receive 8.33% of your annual total dividends, but here's how my own distribution looks:

Jan 2.01%
Feb 8.66%
Mar 5.68%
Apr 3.91%
May 21.25%
Jun 11.88%
Jul 2.60%
Aug 10.02%
Sep 9.06%
Oct 8.79%
Nov 9.93%
Dec 6.21%

Go on holiday in Jul, then come back for a another solid 4 month of above average payouts from Aug-Nov!

I like to take a rolling 12-month view on incoming dividends, and when I captured my expected May dividends a few days ago I was also pleasantly surprised as to just what a bumper month it's going to be this year.

Here's my rolling-12-month percentages, with Jan-to-May being this years dividends, and June-to-December currently showing last years payouts -

Jan    6.53%
Feb    11.59%
Mar    3.03%
Apr    7.79%
May    18.86%
Jun    9.05%
Jul    6.18%
Aug    10.04%
Sep    3.82%
Oct    7.16%
Nov    11.48%
Dec    4.46%

Total  100%

The above is all a little academic for me to some extent because whilst I'm still currently working, I ultimately intend for dividends to be paid into a holding account which will act as a safety-net cash-buffer, with an ongoing balance of probably a years-spending worth of cash, so a given set of dividends paid in will not actually ever be used for month-to-month spending given that continually-topped-up cash buffer.

Cheers,

Itsallaguess

[Golam]

Dividend season it is ! My distribution is as follows :-

Jan 1%
Feb 8%
March 3%
April 6%
May 19%
June 18%
July 3%
Aug 8%
Sept 11%
Oct 8%
Nov 8%
Dec 7%

HYP plus ITs. All works well and am most happy with.

[moorfield]

I work on quarterly reporting these days (most of my ITs now pay once a quarter), income distribution through last (tax) year was:

Apr - Jun: 34%
Jul - Sep: 23%
Oct - Dec: 22%
Jan - Mar: 21%

Numbers look almost the same as IAAG's.

[spiderbill]

Yes, May-June is always a favourite time of year.

I work in 2-month blocks having long ago added a record of expected and received dividend payments to the Dividends tab on the HYPTUSS spreadsheet (no less a person than Gengulphus warned me to be careful with that but there just isn't enough room on the spreadsheet view to use monthly).

Currently May-June is almost twice Mar-Apr and more than twice Jul-Aug and three times Jan-Feb.
Sep-Oct is the best of the rest but still about £1k below.

Highlights are Legal & General, and Aviva, but Taylor Wimpey, Greancoat UK Wind, and even BAE and Lloyds all make useful contributions.

A pity that Sharecast's forward predictions are getting less useful - their current prediction for the soon to be (already is) worthless Petrofac is for them to pay a dividend on a 38.2% yield???!!!

cheers
Spiderbill

[Charlottesquare]

I work on quarterly reporting these days (most of my ITs now pay once a quarter), income distribution through last (tax) year was:

Apr - Jun: 34%
Jul - Sep: 23%
Oct - Dec: 22%
Jan - Mar: 21%

Numbers look almost the same as IAAG's.

So do I, the expected dividends populate a column for each quarter, I yellow highlight the ones received, I have a total due for column, total of those highlighted yellow and this then calculates still to come in quarter, I stick in/update existing cash balances to give me me forecast cash at end each quarter.

I tend to check it all circa once every couple of months or so. (Used to be every couple of weeks but ITs make me lazy)

[Charlottesquare]

I work on quarterly reporting these days (most of my ITs now pay once a quarter), income distribution through last (tax) year was:

Apr - Jun: 34%
Jul - Sep: 23%
Oct - Dec: 22%
Jan - Mar: 21%

Numbers look almost the same as IAAG's.

So do I, the expected dividends populate a column for each quarter, I yellow highlight the ones received, I have a total due for column, total of those highlighted yellow and this then calculates still to come in quarter, I stick in/update existing cash balances to give me me forecast cash at end each quarter.

I tend to check it all circa once every couple of months or so. (Used to be every couple of weeks but ITs make me lazy)

Mine are slightly more level:

April-June 28.03%
July-Sept 23.43%
Oct-Dec 25.93%
Jan-March 22.61%

[moorfield]

So do I, the expected dividends populate a column for each quarter, I yellow highlight the ones received, I have a total due for column, total of those highlighted yellow and this then calculates still to come in quarter, I stick in/update existing cash balances to give me me forecast cash at end each quarter.

I tend to check it all circa once every couple of months or so. (Used to be every couple of weeks but ITs make me lazy)

Indeed ITs are making me lazier too these days.

I use a now very old (2000 ) copy of MS Money to do this. All I do is key the dividend amounts due to be paid as they are announced each month and its reports do the rest. The Actual vs. Expected Budget Report (I set expected income to my minimum target) is a particularly useful one to recommend. Google Sheets scrapes prices and gives me a live snapshot of the whole portfolio value.

[Charlottesquare]

So do I, the expected dividends populate a column for each quarter, I yellow highlight the ones received, I have a total due for column, total of those highlighted yellow and this then calculates still to come in quarter, I stick in/update existing cash balances to give me me forecast cash at end each quarter.

I tend to check it all circa once every couple of months or so. (Used to be every couple of weeks but ITs make me lazy)

Indeed ITs are making me lazier too these days.

I use a now very old (2000 ) copy of MS Money to do this. All I do is key the dividend amounts due to be paid as they are announced each month and its reports do the rest. The Actual vs. Expected Budget Report (I set expected income to my minimum target) is a particularly useful one to recommend. Google Sheets scrapes prices and gives me a live snapshot of the whole portfolio value.

You are far more tech advanced than myself, I print portfolio from brokers and then type in values into excel sheet and it updates yields etc/ percentage of income/ percentage of capital re each holding, plus overall yield- however now down to only 13 holdings so it does not take long.

[moorfield]

You are far more tech advanced than myself, I print portfolio from brokers and then type in values into excel sheet and it updates yields etc/ percentage of income/ percentage of capital re each holding, plus overall yield- however now down to only 13 holdings so it does not take long.

It's really not difficult.

=GOOGLEFINANCE(CONCAT("LON:",A1))

... is all you need to grab an FTSE/IT price, where A1 is a cell containing an EPIC, so "LON:INPP" will return you 113.88p (as I write).
And the advantage of Sheets is you'll never lose your work and can access from any device.

[vand]

You are far more tech advanced than myself, I print portfolio from brokers and then type in values into excel sheet and it updates yields etc/ percentage of income/ percentage of capital re each holding, plus overall yield- however now down to only 13 holdings so it does not take long.

It's really not difficult.

=GOOGLEFINANCE(CONCAT("LON:",A1))

... is all you need to grab an FTSE/IT price, where A1 is a cell containing an EPIC, so "LON:INPP" will return you 113.88p (as I write).
And the advantage of Sheets is you'll never lose your work and can access from any device.

Sourcing dividend data is, however, slightly trickier as many of us know .....

[moorfield]

Sourcing dividend data is, however, slightly trickier as many of us know .....

hl.co.uk/shares does a pretty good job, but yes that cell I update manually...

[Gerry557]

It's normally a fight between May or August. June is normally in the top four but let down by July which is normally the lowest paying month.

Still it's nice to see the pot getting bigger over the summer. It might be timed right just in time for the Trump Tariffs to kick back onto the news.

[bluedonkey]

I just have a note in my spreadsheet of when the previous year's dividend was paid. Checking for any that haven't appeared this year in the right month is as much as I check.

[ReformedCharacter]

It's really not difficult.

=GOOGLEFINANCE(CONCAT("LON:",A1))

... is all you need to grab an FTSE/IT price, where A1 is a cell containing an EPIC, so "LON:INPP" will return you 113.88p (as I write).
And the advantage of Sheets is you'll never lose your work and can access from any device.

Sourcing dividend data is, however, slightly trickier as many of us know .....

Does this help?

Using:

https://snowball-analytics.com/calendars/dividend-calendar/lse

And the formula:

Code: Select all

=query(IMPORTHTML("https://snowball-analytics.com/calendars/dividend-calendar/lse","table",1),"Select * where Col1 contains '"&$A1&"'")

where the ticker, is in cell A1:

Gives:



Source: My Google Sheet

RC

[Itsallaguess]

Sourcing dividend data is, however, slightly trickier as many of us know .....

Does this help?

Using:

https://snowball-analytics.com/calendars/dividend-calendar/lse

And the formula:

Code: Select all

=query(IMPORTHTML("https://snowball-analytics.com/calendars/dividend-calendar/lse","table",1),"Select * where Col1 contains '"&$A1&"'")

where the ticker, is in cell A1:

Gives:



Source: My Google Sheet

Thanks RC - always good to see alternative data-sources like this, but just a word of caution that it doesn't look to be anywhere near as complete a list of UK dividends as the one available via the DividendData site -

https://www.dividenddata.co.uk/dividend-payment-dates.py?m=alldividends

Taking just one example payment date of 7th of May, the Snowball site shows just two entries (BATS and AAL), where the DividendData entry for the same date shows both of those *and* an additional seven dividends listed for payment on that date, including NAIT and FCIT, both of which I own.

Taking another example of the 9th of May payments, the Snowball site seems to be missing payments from Taylor Wimpey, Pearson, Primary Health Properties, and M&G, amongst others...

Cheers,

Itsallaguess

[midgesgalore]

I continue to use my own spreadsheet to record my portfolio meanderings and for dividends source data I use Dividenddata's excellent table where I search every few days ordered by current date Declaration Date column.

https://www.dividenddata.co.uk/exdividenddate.py?m=&fm=&sc=dd&st=1

I already know the month when my company dividends are scheduled and data of interest can be extracted by manually checking the list by eye or using SEARCH. If you use "search" the website takes you to the relevant company dividend history and the Declaration Date, Xd - date, Payment - date, Dividend type, amount, yield impact etc can all be copied and pasted into your spreadsheet for further custom synthesis.
This is why, in my summary sheet, I can quickly work out the distribution (and an accurate month in advance) of monthly dividends.

For the year of January to December 2024 I can quickly work out things like dividend lumpiness - how this thread started
5.35%
6.77%
7.36%
6.55%
12.65%
10.20%
7.36%
8.72%
9.92%
8.21%
11.75%
5.16%

midgesgalore

[daveh]

Last year May/June accounted for 25% of my dividends and September/October another 25%. The other months contributing between 5-8% each. So a reasonable spread across the year with no very poor months, but 4 exceptionally good months (at 12-13% each).