Dividend and Portfolio Review Nov 21

November has come to an end and how do I say this but we are in the last month of 2021 that’s right December 21 is here but we are going to talk about November.

November is done and the dividends are tallied up no matter what happens to the stock market the dividends roll in. Even though my total portfolio was down at the end of the month these dividends kept coming in and they are good.

Ticker Dividend
T $214.05
OMF $72.80
APPL $75.31
ABBV $233.97
MAIN $30.83
O $12.67
RILY $42.00
RILY $126.00
USHYX $74.65
SBUX $37.24
HBI $36.45
Total $955.97

As you can see this November was a strong dividend month pushing ever so close to the comma club. RILY paid a supplemental dividend. Apple is on fire keeps hitting new highs in my portfolio. As I’m in my upper mid 40s I still like a good mix of growth and income stocks so my current portfolio fits me well. I will continue to add to both as I get money to add.

HBI for the second quarter in a row paid in the middle month. I don’t know if this will continue going forward or not. DHI which usually pays in the middle of the quarter looks like at the end of the year pays out in Dec.

This month was 55.09 percent higher than last year. My overall dividends year to date are 29.72 percent higher than last year. With the expected cut from T next year it will be harder to keep that growth but if I can keep it above 10 percent I’ll be happy. Dividend raises this year resulted in $799.25 extra dollars into my account over the next year. This was my highest ever and shows dividends are back. Based on my dividend portfolio I would have to invest over $22,000 to get that.

Total portfolio value $340,407.05
Forward annual dividend $11,711.04
Trailing 12 months of Dividends $11,406.46 Expected dividend as of 2021 $11,091.55
Net worth as of Sept $536,983.98
Sells
Bought KDP, DHI. Those were my main buys this month.
Dividend raises DHI, O, and MAIN.
Future goals
Future portfolio value of $400000.00
Forward annual dividends of $15,000.00
Future net worth $750,000
This month I went over $43,000 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.