March 21 Dividend and Portfolio Review

Starting the second quarter of the year, and the 4th month. Hard to believe how times flies when the stock market is going up. It is starting to warm up outside and my portfolio is about to heat up also.

Ticker Dividend
KR $32.40
V $4.17
VLO $71.54
SBUX $31.50
HBI $34.65
CVX $59.34
XOM $146.10
MSFT $34.46
WBA $41.14
NEE $19.64
MAIN $28.92
O $12.59
LYB $59.85
DUK $89.75
Flo $32.17
R $50.40
USHYX $68.67
BAC $56.52
FDUS $86.80
FDUS $19.60
MRCC $42.41
PEG $230.81
Dividend $1,253.43

As you can see this month was a great month and it was the highest ever. Compared to last March this month was 24.9 percent higher. My current yearly dividends are 14.9 percent higher than the first quarter last year. Nothing to complain about except I want more money and I know the solution to that problem. Buy great stocks.

Delving into the stats I was paid 22 times by 21 companies. My portfolio is growing by leaps and bounds. This month it my portfolio went up by $17,400. That is just a little shy of what my military retirement brings in a year. My total portfolio value just fell shy of $300,000. So it will pass that real soon. The last portfolio update I did was with my Merrill Edge account but since then I added my non dividend stocks into my tracker. It took 7.5 months or so for my Merrill edge account to add $50,000 in value. My net worth crossed the half a million mark this month. I have updated to the next level I want to achieve. I love to update these as it shows I am moving forward.

Total portfolio value $296,405.78
Forward annual dividend $10,393.04
Trailing 12 months of Dividends $9413.16 Expected dividend 2021 $9797.92
Net worth as of March $503,169.05
Sells
Bought FLO, KDP, DHI, NEE. Those were my main buys this month.
Dividend raises O, MGIC
Future goals
Future portfolio value of $300,000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $35,700 in lifetime dividends.
As I wrap this months report up I’m very pleased with everything. This shows that no matter what you can do the same as I have done and the earlier you start the better off you will be. Just constant buying good quality stocks that raise their value and raise their dividends.

Author: dividendsandhobbies

A Christian first and foremost. I love to invest fish grow a garden etc.

10 thoughts on “March 21 Dividend and Portfolio Review”

  1. Congrats on an excellent month! Over $1,200 is huge. I know it’s not your monthly average but it’s cool to see that $1,200 be almost as much your monthly military pension as well. So not only did your portfolio gain what your pension income was you almost doubled up with dividends alone. Keep up the good work!

    Liked by 1 person

  2. Great stuff

    That is a solid income for sure! love that microsoft dividend. Its one I want to continue to grow.

    keep it up. Things are happening for ya

    Liked by 1 person

  3. Congrats on the milestones this month, takes a lot of work to reach those. Nice list of strong dividends payouts, like the new purchase of KDP – I’ve been looking to add for a while, especially now that they increased div 25%

    Liked by 1 person

  4. Congrats on the record month and massive YoY growth… that’s outstanding.
    April started out OK, so hopefully you’ve crossed that $300K in portfolio value by now.
    You are building your portfolio quite nicely, as evidenced by your results. More milestones will be coming your way!
    Looks like you had some nice payouts from a few oil companies in March.

    Liked by 1 person

    1. I have crossed it and stayed above. This market is on fire. Can’t believe the gains I am getting right now. Seems like at this pace records will fall and new heights will be reached fairly quickly. Thanks for stopping by.

      Like

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