December 21 Dividend and Portfolio review

Wow as we close out 2021 and enter 2022 it is time to look at my dividends and portfolio over the last year.

Last year I started the year with a net worth of $469,714.13 and finished with $583,000.49. An incredible run for year almost $120,000 dollar gain that is 24.11 percent increase from last year.

Last year my total portfolio value ended at $269,969.82 this year it ended at $370,530.36 which is a 37.24 percent increase.

Ticker Dividends
KR $41.37
V $6.42
LYB $64.41
VLO $80.36
MSFT $38.40
CVX $72.36
XOM $156.07
WBA $47.75
KO $30.66
O $13.21
Main $30.97
NEE $25.41
DHI $8.10
DUK $91.61
FLO $34.68
FDUS $100.80
FDUS $14.00
R $52.20
USHYX $60.96
Main $14.82
PEG $236.72
MRCC $46.31
BAC $65.94
Total dividend $1,333.53

As you can see my dividends came in at a hefty number and a small 7.61 percent increase over last year. For the quarter I hauled in $3,146.07 which is a 21.83 percent increase. YOY was a 26.70 percent gain in dividends. The big increase in dividends was helped by almost $800 dollars in dividend increases. I won’t get that in 2022 but I want to put myself in position to get that amount again in the near future.

Looking at my portfolio I have 36 stocks and 1 mutual fund. Of those 13 of them are over $10,000.00 dollars in value. I have 2 stocks that pay over $1000.00 a year. Another stock PEG will join that group with its dividend raise in FEB. then it will be awhile before any other stock joins that club. With these results I am very pleased. I never imagined the gains I would be getting I don’t expect a repeat of this year but high single digit gains in portfolio value and net worth are most likely scenarios going forward. Consistently is the key.

Total portfolio value $370,530.36
Forward annual dividend $12,072.41
Trailing 12 months of Dividends $11,500.79 Expected dividend as of 2021 $11,500.79
Net worth as of DEC 21 $583,000.49
Sells HBI
Bought MO, CVX, RILY, DHI, KR, DUK, PPL KO. Those were my main buys this month.
Dividend raises .
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.

Author: dividendsandhobbies

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

5 thoughts on “December 21 Dividend and Portfolio review”

    1. Yeah the growth surprised me. Wasn’t expecting it. The last 3 years have just been phenomenal. I hope it continues but I doubt it will the market has to cool off for a little bit I think. Thanks for stopping by and happy new year’s

      Like

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