The first quarter of 2026 is now
complete — time for the March dividend recap and Q1 summary.
In March 2026, my portfolios generated
a gross total of €3,067.29 ($3,557.99) in dividends and
distributions. After taxes, the net amount received
was €2,273.43 ($2,637.14).
That equates to
€85.07 per day€3.54 per hour
…pure passive income.
Year-over-Year Comparison
Compared to March 2025 (net €2,728.84),
this month is down €455.51 or –16.7 %. Two main factors explain
the decline: NDA paid its dividend in April this year instead of
March (timing shift). The final special/liquidation payout from
Avance Gas (which boosted last year’s March). Stripping out these
non-recurring items, the recurring dividend base continues to grow
nicely.
Portfolio Changes During the Past Year
New positions
• H2O America (HTO)
• Intact Financial (IFC.TO)
Increased stakes
• WTRG, ES, BEPC, UPS, UNP, CNR.TO, JEIP.DE and JEQP.DE
Exited
• Avance Gas (AVANCE)
• Kraft Heinz (KHC)
• Kontoor Brands (KTB)
Dividend changes
Several strong increases, most notably
from Visa (V), Manulife (MFC.TO) and Metro (MRU.TO).
Unfortunately, LyondellBasell (LYB) cut
its dividend (widely expected due to industry conditions).
Where the Money Came From in March 2026
Top quarterly payers this month
Brookfield Infrastructure (BIPC) →
€164.67
Digital Realty (DLR) → €127.42
Union Pacific (UNP) → €112.62
Prudential (PRU) → €102.58
Chevron (CVX) → €91.74
Reliable monthly payers
JPM Nasdaq Equity Premium Income
(JEQP.DE) → €101.17
Main Street Capital (MAIN) → €75.50
JPM Global Equity Premium Income
(JGPI.DE) → €68.16
Realty Income (O) → €44.70
YTD & Cumulative Progress
Q1 2026 Summary; January + February +
March net dividends = €5,349.50 → Average €59.44 per day /
€2.47 per hour for the first quarter.
Long-Term Progress
This month’s dividends increased my
all-time cumulative net dividend income to €210,567.332026.
After Q1, I’ve reached 21.8 % of my
€24,500 net passive income goal for the full year. Still on a solid
pace, though currency fluctuations (especially EUR vs USD/CAD) will
have a meaningful impact on the final result.
Final Thoughts
March is traditionally one of the
strongest months, and it delivered a very respectable gross number.
The YoY comparison is distorted by timing shifts and last year’s
one-time Avance payout, but the underlying portfolio keeps improving
through reinvestment, selective additions, and dividend growth from
high-quality holdings.
April should be interesting with the
delayed NDA and UNA payments arriving — likely making it another
heavy month.
As always, happy investing and thanks
for following the journey!
Disclosure: I hold long positions in
all the stocks and ETFs mentioned above except the exited positions
(AVANCE, KHC, KTB).