October is already more than halfway through, and with winter slowly approaching, it’s time for one of my favorite updates — a look back at the dividend income my portfolio generated in September.
In September 2026, my portfolios generated a gross total of €3,276.34 ($3,780.20) in dividends and distributions. After withholding taxes, the net amount received was €2,426.24 ($2,799.38).
That breaks down to:
Year-over-Year Comparison
Compared to September 2025 (net €2,178.51), this is an increase of €247.73 or +11.4 %.
Portfolio Changes
New positions
H2O America (HTO)Intact Financial (IFC.TO)
Increased stakes in WTRG, UPS, UNP, ARCC, Main Street Capital (MAIN), and JEQP.DE
Kraft Heinz (KHC)
Several solid increases, most notably from BW LPG (BWLPG), NextEra Energy (NEE), and Visa (V). Unfortunately, Flowers Foods (FLO) and LyondellBasell (LYB) cut their dividends.
Where the Money Came From in September 2026
Top quarterly payers
Year-to-Date & Cumulative Progress
By the end of September, net dividend income for 2026 reached €18,847.69
→ Average €69.04 per day / €2.88 per hour YTD.
€224,065.51.
2026 Target Update
With nine months complete, I’ve collected 76.9 % of my €24,500 net passive income goal for the year. The portfolio remains firmly on track, though exchange rate movements will still influence the final outcome.
Final Thoughts
September delivered a strong result with healthy year-over-year growth. The combination of new positions, continued increases in core holdings, and solid dividend raises more than offset the impact of a couple of cuts.