Welcome and thanks for reading!
In this review, I
will make a summary of important and interesting news and events over
the last week related to my portfolio holdings. Also, I will put
together some interesting articles from other websites that caught my
attention during the past week.
Received
Dividends:
September 7, 2026
€57.93 – JPM
Global Equity Premium Income Active UCITS ETF (JGPI.DE)€23.82 – JPM
US Equity Premium Income Active UCITS ETF (JEIP.DE)€108.15 – JPM
Nasdaq Equity Premium Income Active UCITS ETF (JEQP.DE)
September 8, 2026
€51.36 – Johnson
& Johnson (JNJ)
September 9, 2026
€28.37-
Archer-Daniels-Midland Company (ADM)
September 10, 2026
€68.56 –
Chevron Corporation (CVX)€20.39 –
Smurfit Westrock Plc (SW)€21.45 –
Emerson Electric Co. (EMR)€76.01 –
Prudential Financial, Inc. (PRU)
September 11, 2026
€16.13 – Amgen
Inc. (AMGN)€21.65 –
Global X SuperDividend ETF (SDIV)
Week 37: Total net
dividends €493.83
Dividend
income is reported after the deduction of taxes. Check more at my
Monthly
Dividend
sheet.
My Portfolio’s
Transactions:
September 10, 2026
I purchased 15
shares of Intact Financial Corporation (TSE:IFC) at C$257.68 per
share, plus commission.
At today’s exchange rate, this
purchase is expected to increase my annual net dividend income by
approximately €40.85. Following the acquisition, my portfolio now
holds a total of 60 Intact Financial Corporation shares, with an
average purchase price of C$260.06 per share and a yield on cost of
2.26%.
After the transaction, Intact Financial Corporation
represents approximately 1.05% of my portfolio by weight and
contributes around 0.65% to my projected annual dividend income.
Portfolio Holdings
News:
September 8, 2026
General
Mills, Inc. (GIS) Reaffirms Annual Guidance and Provides Business
Update at 2026 Barclays Global Consumer Staples Conference; GIS
continues to expect fiscal 2027 organic net sales to range from a
1.5% decline to 0.5% growth, adjusted operating profit to decline
8%–13%, and free cash flow conversion of approximately 95% of
adjusted after-tax earnings of $3.00–$3.20 per share.
Philip
Morris International Inc. (PM) Raises 2026 Full-Year Diluted EPS
Forecast for Currency Only; PM raised its full-year reported
diluted EPS forecast to a range of $7.28 to $7.43 to reflect currency
only. Excluding a total 2026 adjustment of $1.07 per share, the
forecast range for adjusted diluted EPS of $8.35 to $8.50 represents
a projected increase of 10.7% to 12.7% versus $7.54 in 2025. PM also
updated its third quarter adjusted diluted EPS forecast for currency
only to a range of $2.29 to $2.34, now including an estimated $0.01
favorable currency impact vs. a previous estimate of an unfavorable
impact of $0.08.
L3Harris
Technologies, Inc. (LHX) Receives Landmark PAC-3 MSE Propulsion
Contract to Power America’s Arsenal of Freedom; LHX has
received an undefinitized contract award from Lockheed Martin, valued
at $4.7 billion over seven years, to produce propulsion systems for
the PAC-3® Missile Segment Enhancement (MSE) interceptor. The
multi-year contract is LHX’ largest PAC-3 propulsion award to date,
which aligns with the long-term framework agreement established with
the Department of War.
Realty
Income Corporation (O) Declared Monthly Dividend Increase; O
declared an increase in its common stock monthly cash dividend to
$0.2715 per share from $0.2710 per share. The dividend is payable on
October 15, 2026, to stockholders of record as of September 30, 2026.
The new monthly dividend represents an annualized dividend amount of
$3.258 per share as compared to the prior annualized dividend amount
of $3.252 per share.
September 9, 2026
Lockheed Martin
Corporation (LMT) announced
that its Missiles and Fire Control business received an $826M
contract modification for the Joint Air-to-Surface Standoff Missile
and Long-Range Anti-Ship Missile large-lot procurement. The contract
modification increases the contract’s total cumulative value to
about $10.48B from $9.65B previously.
Lockheed Martin
Corporation (LMT) said
that it won a $257.3M U.S. Navy contract modification to produce and
support components for the MK 48 MOD 7 Heavyweight Torpedo program.
Enbridge
Inc. (ENB) to Acquire Tallgrass’ Crude Transportation Business;
ENB announced to acquire Tallgrass Energy’s crude oil business from
Blackstone (BX) for US$2.55B in cash. The business includes a 75%
stake in the Pony Express pipeline, 8.4M barrels of storage capacity
across nine crude terminals connected into Pony Express, a 51%
holding in the Powder River Gateway system, and the Stanchion Energy
crude oil marketing business.
September 10, 2026
NCC
AB (NCC) to build new premises for Finnish Customs; NCC has been
contracted by state-owned property company Senate Properties to build
new premises in Vantaa, north of Helsinki, for Finnish Customs. The
order value is approximately SEK 440 million.
General Dynamics
Corporation (GD) announced
that its Mission Systems business secured a $184.25M contract to
manufacture Full Rate Production Next-Generation Electronics Attack
Units (NGEAU). The contract also includes NGEAU sustainment support
and future sustainment support for advanced capability mission
computers.
September 11, 2026
T.
Rowe Price Group, Inc. (TROW) Reports Month-End Assets Under
Management For August 2026; TROW announced August month-end
assets under management of $1.90 trillion. Net outflows for August
2026 were $7.9 billion.
Articles that
caught my attention:
Undervalued
Dividend Growth Stock of the Week: Lowe’s (LOW) by Jason Fieber
at Daily Trade AlertHow
I bought stocks and left the ETF the fees behind by Dale Roberts
at Cut the Crap InvestingAres
Capital: Growing Backlog Can Convert To Higher Earnings (Rating
Upgrade) by Cain Lee at Seeking AlphaThe
Best Canadian Tech Stocks, Ranked: All 6 From S Tier to E Tier (2026)
by Dan Kent at Stocktrades CanadaAltria
Group: My 6.4% Yielding Alternative To High Yield Bonds In This Macro
Environment by Steven Fiorillo at Seeking Alpha10
Best Water Stocks To Buy Now | 2026 List Of All 45 | Profit From
Clean Water by Nikolaos Sismanis at Sure DividendIs
Dividend Investing Dead? What Died and What Didn’t by Mike at
The Dividend Guy BlogVICI
Properties Has Crashed: Buy, Hold, Or Sell? by Jussi Askola, CFA
at Seeking AlphaTop
25 High Dividend Stocks Yielding 4% to 10%+ by Simply Safe
DividendsMy
Safest Income Is My Biggest Risk Now by Leo Nelissen at Seeking
AlphaThe
Clorox Company (CLX) Dividend Stock Analysis by D4L at Dividend
Growth Stocks
Thanks for
stopping by!